Financial Services Marketing in Singapore.
For financial advisory firms, insurers’ agency distribution, wealth managers and fintechs — lead generation that goes through your compliance team, not around it.
shakalakaa is a financial advisor marketing agency in Singapore judged on qualified appointments, not form fills: Google and Meta lead generation for advisory firms, insurers’ agency distribution and wealth managers, with every campaign passing the client’s compliance review under MAS rules. For Manulife Financial Advisers, advisory leads rose from 280 to 1,344 a month (4.8×).
- Operating from 20 Cecil Street, Singapore, with delivery from the Kuala Lumpur headquarters.
- USD 8.1M
- Client media spend managed
- All accounts, 2025 · RM 35M at USD 1 = RM 4.30 (Dec 2025)
- 2,400+
- Creative assets produced in-house
- All client accounts, 2025
- 70+
- Accounts under management
- As at September 2026
- 5
- Markets served
- Malaysia · Singapore · Hong Kong · Australia · Taiwan
- 4.2×
- Return on ad spend, e-commerce accounts
- E-commerce accounts, Jan–Dec 2025
- -38%
- Cost per qualified lead since onboarding
- Lead-gen accounts, first 90 days vs Dec 2025
- Last updated: September 2026
This page is for the people who market financial advisory firms, insurers’ agency and bancassurance distribution, wealth managers and fintechs in Singapore — heads of marketing, distribution leaders and the agency or representative-network managers who need a steady flow of qualified appointments. It is not written for individual representatives buying leads.
Financial services marketing in Singapore has a narrower lane than most categories. Every ad, landing page and message goes through a compliance function, product claims are tightly controlled, and a lead is only worth something if the person agreed to be contacted and can lawfully be called.
More detail on this section
A financial services digital marketing agency that plans for those constraints from the brief gets campaigns live faster and keeps them live. That is how we work as a financial advisor marketing agency.
Our Singapore work in this sector is for Manulife Financial Advisers: Google Ads and Meta Ads bringing in adviser leads through qualifying forms. The case study sets out what was run and what changed.
Firms selling financial services to companies rather than households can also read our B2B marketing in Singapore page.
Creator campaigns for a financial brand sit under MAS’s digital-advertising guidelines, which make the firm accountable for the influencers it engages; how we brief and monitor them is set out under creator work for regulated financial brands.
Singapore brands and institutions we work with
What changes when you market financial advisory services in Singapore
What changes when you market financial advisory services in Singapore
Financial advisory services in Singapore are regulated by the Monetary Authority of Singapore under the Financial Advisers Act, and each licensed firm’s compliance function approves its marketing materials. We build campaigns for that review: copy and creative are drafted to be checked, approval time is planned into the calendar, and nothing goes live without the firm’s sign-off.
We do not describe or promote individual financial products on your behalf, and we do not label any campaign as regulator-approved.
Lead follow-up
Lead follow-up is where many campaigns fail an audit. Consent has to be captured clearly on the form, and calls and messages to Singapore numbers need a Do Not Call registry check unless an exemption applies.
Our PDPA/DNC checker reviews a form and follow-up flow, and our guide to the DNC registry and PDPA for lead follow-up explains the rules in plain terms.
Why there's no Singapore benchmark table here
We don't run enough managed financial services firm accounts in Singapore yet to publish a cost band we'd stand behind. Rather than borrow numbers from a different market and relabel the currency, we've left this out until the sample is real. The Singapore digital ad cost benchmarks covers the markets where we do have the data.
How we run it
Search and Meta lead generation
Google Ads on the searches people make when they want advice, and Meta Ads for planned-for life moments, each into a landing page with a qualifying form — the core of financial advisor lead generation.
Qualified, not raw
Forms that ask the questions your advisers need before a call, and conversion tracking that tells the platforms which leads became appointments, so bidding optimises toward them.
Built for compliance review
Drafts, creative and landing pages delivered in the order your compliance team reviews them, with version history kept for audit.
Search and content for trust
Adviser and branch pages, explainers that answer common planning questions without product promotion, and structured answers AI assistants can cite.
Reporting a distribution leader reads
Cost per qualified appointment and appointments per adviser or branch, not impressions.
More detail on How we run it
- Search and Meta lead generation. Google Ads on the searches people make when they want advice, and Meta Ads for planned-for life moments, each into a landing page with a qualifying form — the core of financial advisor lead generation. See Google Ads and Meta Ads.
- Qualified, not raw. Forms that ask the questions your advisers need before a call, and conversion tracking that tells the platforms which leads became appointments, so bidding optimises toward them. Insurance lead generation works the same way for agency distribution.
- Built for compliance review. Drafts, creative and landing pages delivered in the order your compliance team reviews them, with version history kept for audit.
- Follow-up that is lawful and fast. Consent captured on the form, DNC checks before calls, and CRM or WhatsApp hand-off to the right adviser or team. See WhatsApp automation.
- Search and content for trust. Adviser and branch pages, explainers that answer common planning questions without product promotion, and structured answers AI assistants can cite. See SEO.
- Reporting a distribution leader reads. Cost per qualified appointment and appointments per adviser or branch, not impressions.
For groups and chains
For advisory firms with adviser networks, the work scales by adviser. For Manulife Financial Advisers, every lead is routed to a dedicated adviser within five minutes, and 180+ creative assets are built from pre-cleared templates that pass the firm’s internal legal review.
Related: the Singapore practice overview, the case studies we have published, the Singapore ad cost benchmarks — plus all the Singapore market guides.
How do financial advisory firms in Singapore generate compliant leads?
Financial advisory firms generate compliant leads with ads that promote advice and consultations rather than specific products, consent wording on every form, and follow-up that respects the Do Not Call Registry. Lead data goes straight into the adviser CRM, and every ad and landing page is reviewed against MAS fair dealing expectations by 1 named compliance approver before launch.
Proof: Manulife Financial Advisers: 4.8× monthly advisory leads · Jan–Aug 2026.
More detail on How do financial advisory firms in Singapore generate compliant leads?
Primary sources: MAS Guidelines on Fair Dealing (opens in a new tab); PDPC (Do Not Call Registry).
Marketing a financial services firm in Singapore?
Frequently Asked Questions
Which financial services businesses do you work with in Singapore?
Financial advisory firms, insurers’ agency and bancassurance distribution, wealth managers and fintechs — organisations with a marketing lead and a compliance function. Our published Singapore work in the sector is for Manulife Financial Advisers.
How does compliance review fit into the campaign timeline?
We plan it in from the start. Copy, creative and landing pages are delivered in the order your compliance team reviews them, approval time is on the calendar, and nothing goes live without the firm’s sign-off.
How do you qualify and follow up financial services leads?
The form asks what your advisers need before a call and captures consent clearly. Calls and messages go through a Do Not Call registry check unless an exemption applies, and leads are handed to the right adviser or team through your CRM or WhatsApp.
How do you measure financial advisor lead generation?
In qualified appointments and cost per qualified appointment, by adviser, team or branch where you track it — not in clicks or raw form fills.