BANK AND CREDIT UNION MARKETING

January 2015

Posted by: Kim Ziehr January 29, 2015 Comments
With the IRA deadline approaching on April 15, 2015, you’re likely reminding your customers and members to make their last-minute IRA contributions for the 2014 tax year. But how often do you remind them throughout the year to roll over their money from qualified retirement plans to an IRA at your financial institution? Rollovers overwhelmingly...
Posted by: January 21, 2015 Comments
First, what does that mean – your “segments?" There’s actually no static answer, as segments can mean different things depending on the industry, organization and, at times, even the product you are promoting. For banks and credit unions, however, segments typically center around age, as individuals’ financial needs depend greatly on their life...
Posted by: Paige Michels January 14, 2015 Comments
When was the last time you checked out your bank or credit union competition? It’s important to take time to reevaluate what your competition is doing to attract accountholders and develop plans to outperform them. Follow these steps to get the most out of your research efforts: Narrow your search. There are plenty options out there for consumers...
Posted by: Molly Kant January 07, 2015 Comments
Notorious for having their eyes constantly glued to a screen, their fingers continually tapping out a text message and their ears forever covered by headphones, the Millennial generation can seem like an almost impossible group of people to reach. But seemingly impossible or not, the reality is that Millennials are getting older – and marketing to...