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Financial services

Streaming TV ads for financial services.

Forty chairs at your next workshop. Who’s coming? Invite your county on streaming TV, audio and display, with the estimated reach and a checklist of anything missing before you pay.

From $10 a day · Prepaid · No subscription

The words "40 chairs." over an illustration of rows of empty folding chairs in a library meeting room.
A 20-second film: forty empty folding chairs and the words "40 chairs. Who's coming?"; an empty TV ad slot opens on Harbor Lane Planning's own spot for an educational workshop, "Retirement income basics."; Hamilton County, Indiana is searched and included with a weekly reach estimate for Streaming TV, Audio and Display; the forecast turns green before anything is paid; seven pre-launch checks show what is missing and tick to complete; a prepaid balance is topped up with no subscription; then the cursor stops just short of Review & pay on a flight ending on the workshop day. The firm is fictional and every number is an estimate.

Runs on the screens people actually watch

  • Hulu
  • ESPN
  • Peacock
  • The Roku Channel
  • Paramount Network
  • Max
  • Tubi
metros (DMAs)
210
checks before you pay
7
starting CPM, Streaming TV
$18
a day to start
$10

What owners ask

How do financial services firms advertise across channels?

Financial advisors, RIAs, tax and accounting practices and other financial firms use Omnya to run omnichannel campaigns across Streaming TV (CTV/OTT), Audio and Display, with YouTube, Meta and Search available too, aimed at the counties and metros they serve. Campaigns start at $10/day with no long-term commitment, the forecast shows estimated reach before you pay, and one OmnyView report covers every channel.

  • Plan by county, metro or a radius of 15 miles or more, which works the same way on every channel, including Meta and Google's rules for financial ads.
  • Invite people to workshops, seminars and tax-season services on Streaming TV, Audio and Display, with ads your compliance team has approved.
  • Measure website visits and workshop or consultation sign-ups tracked by the Omnya pixel or Google Analytics, in one report.

Who can I target?

Plan by county, metro or a radius of 15 miles or more. Meta and Google don’t allow ZIP, age or gender targeting for financial products, so a county or metro plan works the same on every channel.

  • County
  • Metro (DMA)
  • 15+ mile radius

Will my compliance team sign off?

Your rules still apply: the SEC Marketing Rule or FINRA Rule 2210, so no promises about returns, and testimonials only with the required disclosures. Omnya runs the ad you bring, so your compliance review happens before you upload it.

  • Your ad, your review
  • No return claims

Which channels open first?

Financial services accounts go through a compliance review. Streaming TV, audio and display open right away, YouTube opens after an onboarding call, and Meta and Search run in your own ad accounts.

  • Streaming TV
  • Audio
  • Display
  • YouTube after a call

FAQ

Questions advisors ask.

How much does financial services advertising cost?

Campaigns start at $10/day with no subscription, no platform fee and no long-term contract. Starting CPMs are $18 for Streaming TV, $15 for Audio, $5 for Display and $9 for YouTube, so an advisor can promote one workshop for a few weeks and stop.

How do I reach qualified financial prospects?

Target by county, metro (DMA) or a radius of 15 miles or more, and let the ad's topic, such as retirement income or tax season, speak to the right people. Meta and Google don't allow ZIP, age or gender targeting for financial products and services, so a county or metro plan stays within the rules on every channel.

Are there special rules for financial services advertising?

Yes. Financial services accounts go through a compliance review on Omnya: Streaming TV, Audio and Display open right away, YouTube opens after an onboarding call, and Meta and Search run in your own ad accounts. Your ads still follow the SEC Marketing Rule or FINRA Rule 2210: no promises about returns, and testimonials only with the required disclosures.

Which channels work for financial services?

Streaming TV puts your firm on the biggest screen in the house, Audio reaches people in the car, and Display keeps your name in front of them online; together they are the channels open on day one. Search and Meta (Facebook and Instagram) run in your own connected ad accounts, and YouTube is available after an onboarding call.

Can I measure leads and ROI?

You can measure what the ads do online. OmnyView shows impressions, completed views, clicks and website conversions, such as workshop registrations or consultation requests tracked by the Omnya pixel or Google Analytics, for every channel in one report. Compare new clients with the weeks your campaign ran to judge the rest.

More questions? Read the full FAQ

Fill the room?

Pick your county and see the estimated reach before you pay.