How Financial Marketers Can Effectively Target Active Investors & High-Value Professionals

Financial institutions face the ongoing challenge of reaching affluent, influential investors in a crowded marketplace. To break through, brands must not only deliver the right message but also ensure it reaches their audience in a contextually relevant, brand-safe environment. This is where Captivate’s digital out-of-home (DOOH) network delivers unparalleled value.

From luxury residential properties to high-end office towers and co-working spaces, Captivate connects financial marketers with decision-makers, professionals, and active investors who are engaged in their financial wellness journey. In this article, we’ll explore key insights on today’s investment and banking habits and how financial brands can drive impact with strategic advertising placements.

Captivate Delivers High-Value Financial Audiences

Since launching the first elevator display in 1997, Captivate has become a trusted media partner for reaching high-income professionals. Our expansive footprint consisting of 1,800 office towers and 7,000+ luxury residential buildings, places your brand in front of financially engaged audiences where they work and live. According to MRI:

• Captivate viewers are 2x more likely to be asked for financial advice
• 3 in 5 professionals manage their own financial assets
• 54% more likely to invest in the next 12 months
• 2x more likely to be investment influencers

With millions of high-value professionals frequenting Captivate properties, your brand gains direct access to an audience that not only invests actively but also influences the financial decisions of others.

Exclusive Insights from Captivate | OFFICE PULSE

Marketers rely on research to inform their strategies, and Captivate’s proprietary OFFICE PULSE panel provides real-time insights from over 6,000 professionals across North America. These data-driven insights help brands tailor their messaging to align with investor priorities and banking behaviors.

Investment Priorities & Financial Wellness

• 80% of professionals prioritize saving for retirement
• 40% plan to increase mutual fund investments in the next 6 months
• 10% already have over $1M in investable assets

Younger professionals (ages 18-34) focus on milestone events like weddings and home purchases, while older professionals (35+) prioritize retirement and children’s education. These insights enable financial brands to craft messaging that resonates with different segments.

Retail Banking Behaviors

• 2 in 3 professionals are satisfied with their primary bank
• Low fees, mobile & online access, and security & fraud protection are top priorities when choosing a bank
• 84% more likely to open a personal line of credit
• 67% more likely to take out a second mortgage

This data highlights an engaged audience actively making financial decisions—exactly the type of consumers financial institutions need to target.

Contextually Relevant, Brand-Safe Advertising Environments

Financial advertisers understand the importance of aligning campaigns with premium, trustworthy content. Captivate provides a brand-safe, professionally curated programming mix, ensuring your ads appear alongside engaging, relevant topics such as:

• Market Data & Economic Insights
• Personal Finance & Investment Strategies
• Small Business & Entrepreneurial News
• Tech & Business Trends

Financial institutions like BlackRock, AmEx, and State Street Global Advisors have leveraged Captivate’s contextual targeting to enhance their campaign effectiveness. For example, BlackRock’s campaign for The Bid podcast aligned with content themes like retirement planning, sustainability, and economic insights, amplifying relevance and engagement.

Proven Results: Driving ROI for Financial Brands

Captivate campaigns don’t just reach the right audience—they deliver measurable impact. Recent financial advertiser results include:

• +97% lift in aided awareness
• +67% lift in brand rating
• +17% increase in consideration

• 65% total ad recall
• 88% Ad Effectiveness
• 82% Lift in Consideration (among decision makers or HHI $150K+)

Additionally, advanced targeting capabilities allow brands to strategically place campaigns in properties reaching:

• Active Investors
• Financial Advisors
• High-Income Professionals
• ABM Targeted Campaigns

Captivate’s research-driven approach ensures high engagement, strong recall, and increased conversions for financial brands.

Why Financial Marketers Should Advertise with Captivate

With 23,000 displays in 8,800 venues across North America, Captivate places your brand in front of high-value audiences at scale.

Financial marketers who partner with Captivate benefit from:

• Premium, brand-safe environments
• Advanced targeting for financial audiences
• Contextually relevant content alignments
• Custom research & campaign effectiveness insights

Digital video advertising continues to dominate, and Captivate’s DOOH network ensures your message reaches financially engaged professionals in a trusted, high-impact setting.

Let’s connect to discuss your brand goals and how Captivate can elevate your next campaign.