Financial Services Marketing


Lightbulb combines subject matter expertise in personal finance and investing with extensive experience in developing marketing and branding strategies for financial institutions and advisers.

At the heart of our financial marketing services is our ability to make even the most difficult concepts and products easy for consumers to understand while enhancing an institution's brand values and identity.

Our financial marketing services encompass full-scale programs that integrate print, Web, and digital media for mobile devices as well as individual, "one-off" pieces created for a specific occasion or event.

Work-for-Hire Services


While Lightbulb guides and content have a distinctive look and feel, many of the work products we develop for client organizations — including branding strategies and visual identities, corporate communications and marketing collateral — are created on a work-for-hire basis. These works may incorporate some Lightbulb content, or may include only material that is provided by or created exclusively for a company, which then owns the work product outright.


Resources for Institutions

Lightbulb works with major financial services firms, regional brokerages, foundations and other non-profits, and trade associations in developing and providing a wide range of financial literacy and investor education programs and materials.

Core to our work with organizations is our ability to customize our guides and financial content to meet specific business and marketing objectives. We tailor editorial and design style to appeal to a specific segment — from kids and young adults to those nearing or in retirement — and are particularly responsive to branding, legal, and compliance requirements.

Our products especially suited to institutions include:

  • Co-branded and custom-created, private-label guides
  • Website development and site enhancements
  • Web articles and interactive learning applications
  • PowerPoint presentations and seminar materials
  • Branded guides and content for digital media
  • White papers
  • Marketing campaigns and materials with an educational focus
  • Simplified corporate communications

Lightbulb also consults with organizations that are planning to develop or sponsor a financial education program or are exploring ways to enhance or revitalize their current websites, marketing collaterals, and business development communications.

Resources for Advisers

Advisers use Lightbulb guides to educate their clients about specific products and services, and to provide a common framework and context for discussing personal finance and investing strategies. As more consumers turn to advisers for help and guidance, Lightbulb's educational marketing content provides an immediate and engaging way for advisers to reach out to customers, expand current relationships, and build their business.

Companies who work with advisers use customized Lightbulb guides, online content, and other educational materials to ensure best practices, help advisers build their book of business, and provide value-added services that enable advisers to differentiate themselves, retain clients, and gather more referrals.