by Samantha Sage
What do banking & financial institutions, insurance companies, and real estate brokerages have in common? They all help their clients manage huge financial responsibilities and provide routes to solve their life problems, ultimately contributing to their happiness & success long term.
When companies with such serious professional interests search for swag to promote themselves to new customers, connect with managed client accounts, or get noticed at industry events like trade shows, they often find the swag offerings to be too cheap, chintzy, or generic to accurately represent their brand's polished & professional persona.
At MARCO Ideas Unlimited, we've been providing professionals in scores of different industries with the highest quality promotional materials at the right price to grow their business, ensure client trust, and increase thier brand reputation. This blog will provide insights on choosing the right swag to help your financial team win new clients and secure repeat business!
Winning New Clients - and Keeping Current Ones - with Smart Swag Ideas
Marketing a finance business with swag that gets great ROI requires a knowledge of what your client's core needs are, and how your brand can demonstrate its ability to meet them. Choosing promotional ideas that proactively solve problems or help your clients address a daily need is a great way to keep your brand front of mind for prospects and current customers.
Customized budget planners & educational tools help new clients with financial anxieties feel understood, educated, and cared for - consider branded pocket-sized budget guides or full-sized family finance planners, sliding budget planner tools for loan payments and retirement savings, or financial literacy & budgeting tip books with custom logo printing as new client engagement swag that's sure to secure accounts.
Financial advisory self-help books or retirement planning workbooks make great swag for current client outreach and annual holiday gifts as well. Amping up your custom branded pens with anti-fraud ink helps protect client deposits and important documents from forgery. Scratch pads with to-do list guides or guided notetaking sections can engage them more often than blank notepads.
For insurance and real estate agent advertising ideas, consider custom feather flags and mesh fence banners to get your business seen from the roadside so your local community knows you're available to serve them. These insurance promotional items also work well for golf event sponsorships! Corporate golf tournaments are a very common promotional event choice for companies in property protection and financial industries, given the higher rate of asset ownership among country club members. 
We've custom branded golf tees, golf balls, ball markers, golf ball tools, golf club covers, brand-name golf bags, and much more as golf event swag for insurance and banking companies to promote themselves on the links. For premium swag needs, consider items that help to protect their prized belongings (just like your services!) - from Pelican locking hard cases with custom imprints to protect phones and tech in all weather, to branded travel-ready power adapters to ensure their devices can charge safely around the world, there are no shortage of high-quality goods that will promote your business with professional, trustworthy style.
Innovative Financial & Insurance Promo Ideas that Resonate with Clients
Cool promotional ideas for banks and money-focused companies go beyond branded pens, custom scratch notepads, and card or phone wallets!
More thoughtful bank promotional items include check deposit bank bags with locks customized with your contact information to show your clients that your team is ready to assist them with questions. Padfolios with wireless phone chargers integrated into them are extremely handy for keeping phones powered and documents, notebooks, pens, and other important items organized & on-hand, especially during long work days with multiple meetings. Novelty piggy banks & educational children's activity booklets about savings & financial literacy for kids help to entertain client's children during important financial advisor meetings, while getting the next generation primed for smart financial decisions. 
Leverage useful tech innovations to promote your financial business with swag ideas that secure client information & prevent theft. We offer a wide array of RFID-enabled items to prevent identity theft and credit card fraud - from wallets to passport holders to backpacks, we can custom brand an entire collection of RFID-protected swag items for your financial institution. With Bluetooth or Find My-compatible device & key trackers in credit card or keychain styles, your insurance or real estate business can ensure that clients always pass the phone-keys-wallet check and can quickly locate any missing items. 
The "I'm Dead, Now What?" estate planning workbook is a unique and incredibly useful tool for collecting all of your client's important life details in one spot for their next-of-kin in the event of their passing. From financial account access details, to business management information, to points of contact and final wishes, this handy hardcover journal gives your clients an easy-to-use guide to managing their estate after their death. Tackle this hard topic with a professional yet positive attitude to help ease your client's concerns and build trust in your brand's dedication to taking care of them for life.
Fresh, Fun, Yet Professional Swag for Businesses
Banks & financial companies can promote their products with swag that aligns with the benefits of their offerings, rather than strictly money-themed gifts, to inject some fun into their giveaways while remaining professional.
For instance, new loan programs or insurance policies secured could be accompanied by a high-value swag kit that allows recipients to get more joy out of the item being purchased or protected - such as a branded roadside assistance kit for car loans, a home & kitchen themed swag set with Cuisinart brand goods for new home loans, or an office accessories themed swag set or premium desk clock for new business loans.
Quality comfort-minded home goods like leather-patched throw blankets and custom branded mini firepits reflect the comfort & reliability your brand's services provide in the client's daily life.
Branded barware sets and high-quality patio games remind your clients that a successful & happy life is about balance - your brand will take care of the hard work while they unwind and relax. Money-themed snacks are a fresh, unexpected way to bring a touch of fun into your business transactions - a printed mint tin full of dollar signs or a custom brand overwrapped PayDay candy bar is sure to bring a smile to new account openers!
Marketing Finance Businesses with Smart Swag = Increased ROI
We hope the bank and insurance promotional item suggestions in this blog have gotten your creative juices flowing! Unique and useful money-themed giveaways are a tried and true way to boost client relations, catch the attention of new customers, and set your brand apart with a stylish touch to your marketing. With the right company swag ideas, your business can create a richer (no pun intended) customer experience that highlights your services and makes your clients feel valued.
Need help finding swag that speaks to your business's unique brand identity? Have an internal or external marketing campaign you need to take to the next level with better custom swag? Our reps are ready to do the work for you to create the most impactful promotional products and marketing collateral for your business.
Contact the customer service team at MARCO Ideas Unlimited for custom finance-minded swag ideas to make your brand grow faster & stronger!
Samantha Sage is the Marketing Coordinator & Sales Assistant for MARCO Ideas Unlimited. Sam leverages her years of multi-industry marketing experience to help businesses grow their brands with quality promotional products. When Sam isn't researching new & unique swag options, you can find her in the Oregon woods with her husband & senior rescue dog.