BANK AND CREDIT UNION MARKETING

Other Planning & Strategy

Posted by - September 09, 2020
As the saying goes, good products sell themselves. Across financial institutions, most good products are similar. What differentiates your financial institution from its competition is not the products you have but the solutions only you can provide. That has never been truer than in the COVID-19 era, where consumers find themselves navigating...
Posted by Audrey Meis - August 26, 2020
If you take a moment to think back to January, it’s hard to fathom how much our world has changed. As a financial institution, the COVID-19 pandemic has put immense pressure on your staff, your patrons, your budget…just about everything. The marketing plan you entered 2020 with probably looks slightly – or majorly – different now too. You’ve had...
Posted by Mark Whalen - March 19, 2020
The COVID-19 outbreak continues to dominate the news and impact businesses on a global scale – with many financial institutions racing to get the word out about lobby closures, drive-thru hours, precautionary measures, etc. But after you communicate to accountholders about these pressing issues, it’s important to start thinking ahead. In the weeks...
Posted by Audrey Meis - October 23, 2019
Just like that, the holidays are nearing, Q4 is in full swing, and soon you’ll be tasked with answering some big questions about the year ahead. Undoubtedly, you’ll be faced with some questions about future marketing goals and plans. Before the panic sets in and objectives, strategies and tactics haunt you at night, take a step back. Ask yourself...
Posted by Charity Wanta - November 20, 2018
A dramatic change in priorities for financial institutions this year is causing readers of the Guide to Financial Marketing to take notice. The report, which is sponsored by Duluxe and has been produced every year for the last five, provides a helpful survey about topics of interest to financial marketers. The 2018 report shows that the new number...
Posted by Molly Kant - February 14, 2018
There’s a growing trend in the marketing world: incentives that give back. Unlike traditional incentives that offer a reward directly to the consumer (such as a gift card, coupon or entry into a drawing), give-back incentives instead offer the reward to a worthy cause or organization. For instance, your financial institution may promise to donate...
Posted by Molly Kant - May 18, 2016
As any marketing professional knows, creating a promotional campaign takes time, effort and money – so the last thing you want to do is make a mistake that renders your campaign ineffective. We’re not talking about obvious mistakes like proofreading errors or missed deadlines (although those should be avoided at all costs, too!), but rather the...
Posted by Charity Wanta - May 04, 2016
Collecting data regarding the return on investment (ROI) for a marketing campaign can confirm that you’re seeing the intended results and allows you to make changes for increased effectiveness. “It’s hard to have a marketing conversation these days without hearing ROI-this and ROI-that. It is, after all, one of today’s most beloved business buzz...
Posted by - March 16, 2016
April is National Financial Literacy Month, so there’s no better time to get involved and promote this important cause among your customers or members. Programs like CUNA’s National Credit Union Youth Month™ and websites like FinancialLiteracyMonth.com offer great resources for engaging and educating members and customers of all ages. Try out the...
Posted by Charity Wanta - January 06, 2016
With the approach of a new year comes the opportunity for a fresh approach to marketing. Don’t just redo what you’ve done before. Explore new worlds of possibilities this year! There may be more – and better – ways to reach your target audience than you’ve considered in the past. Here’s a list of ideas to get your brainstorm started: Reimagine...

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