Other Planning & Strategy
Posted by Allie Habeck -
September 18, 2024
As technology advances and we continue to become an increasingly digital society, financial technology companies – fintechs – are beginning to become more prevalent than in years past. The term fintechs encapsulates a wide range of financial technology and services, including financial apps like Chime and Dave, payment apps like Venmo, budgeting...
Posted by Charity Wanta -
September 04, 2024
The day is coming! October 15 is an ideal opportunity to promote the benefits of opening a Health Savings Account (HSA). The day brings together our communities, the healthcare benefits industry and financial institutions, and it touches on two hot topics: managing health-related expenses and financial planning.
Leading up to National HSA...
Posted by Shelby Moyer -
June 26, 2024
Customers who are new to your bank or credit union likely don’t know everything you offer or the perks of using your services for all their financial needs.
To close that gap, we recommend being proactive and consistent with your marketing to strengthen the relationships you have with accountholders – and that’s what we talked about in our most...
Posted by Shelby Moyer -
May 21, 2024
When it comes to picking a bank or credit union, local financial institutions undoubtedly have an edge over big banks.
According to a study from The Harris Poll, 58% of consumers prefer holding an account with a local or regional financial institution, which may be good news if one of your competitors is acquired by a bigger bank with weaker...
Posted by Austin Spaulding -
February 14, 2024
The Super Bowl was this week! This year’s game marks the most-watched live program ever, sparking numerous conversations – not only about the game, but also about the commercials. Check out what the image.works team had to say about the ads here. Commercials aired during the Super Bowl have an air of prestige, using celebrity cameos and lofty...
Posted by -
December 15, 2023
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 of options out there for...
Posted by Tanya Langdon -
December 13, 2023
Most human decisions are based on emotion, not logic. This holds true not just for big choices like selecting a college or buying a house—consider this research about everyday buying decisions:
MRI brain scans show that consumers use emotions rather than information when evaluating brands.
Advertising research reveals that a consumer's intent to...
Posted by Shelby Moyer -
October 25, 2023
Annual planning is exciting and daunting. Our team aimed to fuel the excitement with our October 12 webinar, where we shared strategic and creative insights for 2024 financial marketing.
At the end of the webinar, we provided a special 2024 financial marketing calendar, which we’d be happy to send to you! Reach out to Director of National Sales...
Posted by Becca Cooper -
October 05, 2023
International Credit Union Day®, or ICU Day, is a yearly celebration of credit unions around the world. It’s a time to look back over the history of credit unions and their impact on banking as a whole. It’s also a great time to promote financial learning and special deals to help improve the financial health of your accountholders.
ICU Day might...
Posted by Charity Wanta -
September 28, 2023
Marketers are sometimes required to respond to situations that could benefit from a public relations (PR) expert. Questions like this arise: When there are unfortunate circumstances, what communication should be sent? Besides responding to the negative though, there are other ways a marketer may take on PR-like responsibilities.
First, let’s step...