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Future-proofing financial services marketing

Tue 4 Nov 20252:00 PM GMT

Future-proofing financial services marketing - cover

Optimize PPC performance, build a solid first-party data strategy, and use AI to drive measurable growth.

Financial services marketers are under mounting pressure to prove ROI and deliver compliant, personalized experiences in an evolving search landscape.

With AI-driven search reshaping discovery, privacy changes limiting targeting, and customer expectations at an all-time high, the challenge is clear: how do you keep campaigns efficient and future-ready while protecting performance KPIs?

This webinar will show you how to use AI, first-party data, and voice-of-customer insight to build a smarter, more resilient marketing strategy that delivers measurable results across PPC, content, and CX.

Infinity’s VP of Marketing, Matt, and Alex from Balance (formerly Admiral Group’s Marketing Director) will deliver actionable guidance on how to:

  • Optimize PPC for financial services with smarter AI-driven insights and first-party data
  • Use the right tools and tactics to uncover high-value keywords, refine campaigns, and prove ROI
  • Build a voice-of-customer feedback loop that drives CX improvements and compliance accuracy
  • Future-proof your search and content strategy in the era of AI-influenced discovery

Key takeaways

Discover how to reduce wasted spend and improve KPIs with AI-optimized media

Learn how to connect paid and organic performance using call and first-party data

Build a compliant, future-ready marketing strategy that grows ROI and customer trust

Register now

Tue 4 Nov 2025

2:00 PM GMT

See what our attendees think

Everything was broken down into bite sized chunks that was easy to digest and retain.

Brilliant training course that helped me gain a better understanding of call tracking with the information quality of each session and quickly demonstrated all benefits Infinity has to offer.

Really thorough and well explained training. The post session quizzes also helped massively too!

Really enjoyable, well executed and broken down on the week-by-week sections. Just the right amount of learning per module session… Some of the best partner training I've had.

I really enjoyed the training, found it easy to follow and I definitely know a lot more about Infinity than I did before.

Infinity have helped us to achieve some impressive, meaningful results. They're the only call intelligence provider we recommend to our clients.

Being able to track phone calls like clicks to our website has provided such important information to making future decisions on our marketing campaigns.

I've used a lot of call tracking platforms and found Infinity to be the best all-round solution.

Infinity has led to a clearly trackable improvement in the efficiency of our marketing spend and influenced what we're spending our budget on.

Infinity is our go-to for call tracking. We’ve found they have the best quality of service and data on the market.

Infinity’s speech analytics tools are very flexible. Conversation Analytics generated immediate results, and helped us learn a ton things we didn't know before.

It’s been incredible to see the amount of data and insight we’ve been missing – Conversation Analytics has been hugely eye-opening to say the least.

Being able to track the lead source and then assign a revenue and margin value has been a major breakthrough for us.

Using Smart Match, we’ve been able to show the value that our marketing work has been delivering in places where we couldn’t before.

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443-892-2600