BANK AND CREDIT UNION MARKETING

Targeted Marketing

Posted by Charity Wanta - February 22, 2017
“Know Your Audience” – These words were pounded into my head by my professors when I was an English major in college. And it’s true. You wouldn’t ask a kindergartener to read a book on how to remodel a kitchen, nor would you write a home loan for a pre-teen. You may think you know people because, well, you are a person, but you actually have an...
Posted by - February 01, 2017
Think attracting Millennials is the only way to grow your financial organization’s customer base? Think again. The Numbers Don’t Lie While there’s no question that younger generations are important, Baby Boomers represent 35% of the population (111 million people) and roughly 42% of economic activity ($7.6 trillion) in the U.S. This “Longevity...
Posted by - December 14, 2016
According to the National Association of Realtors®, the number of millennials buying homes in the U.S. continues to increase.  If you haven’t already started promoting your mortgage offerings to millennial audiences, now is the time to start. How can you ensure your bank or credit union will be the first mortgage provider that comes to mind when...
Posted by - April 06, 2016
Marketing your retirement, savings or investment products to millennials can be a double-edged sword. Investing and saving early is the smart choice, and you want to encourage those starting out in the workforce to do so. Plus, it’s a good way to start building accountholder loyalty and reduce attrition. But, at the same time, most millennials are...
Posted by Charity Wanta - September 17, 2015
As a copy editor at image.works, I get to proofread a lot of creative, engaging marketing materials on a daily basis, and some of my favorites are the financial newsletters for kids. These materials are usually written in a lighthearted, easy-to-read manner, and I imagine the families who receive them enjoy reading them as much as I do. Let’s take...
Posted by Charity Wanta - August 05, 2015
Is your financial institution neglecting small businesses in your community? Their offices are sometimes tiny, their schedules are often full and their employees may be minimal, but they can bring immense value to your bank or credit union. And the potential market is huge! Author Gene Marks, in his book entitled Outfoxing the Small Business Owner...
Posted by Charity Wanta - July 23, 2015
There’s something so refreshing about this time of year, when families are starting to make back-to-school preparations; there’s new anticipation and a need for new supplies. This is a great time to reach out to your members and customers and let them know about all the financial backing you can offer them during this back-to-school season....
Posted by Charity Wanta - July 15, 2015
My grandma isn’t glued to her smartphone like I am. She doesn’t shop online all that often and rarely has a need to google anything. I love her dearly and have great appreciation for her less-tech lifestyle. And her lifestyle mirrors that of many other seniors, so when it comes to marketing plans aimed at her generation, the first place to go may...
Posted by Charity Wanta - May 13, 2015
It’s all about timing! Graduation season presents an excellent window of opportunity for banks and credit unions that are wondering how best to market to this newest generation of working, earning, purchasing, borrowing, investing adults. Now is a great time to reach out to your young-adult members, congratulate them on their accomplishments and...
Posted by - February 04, 2015
These days, marketing to Millennials is the primary focus for many bank and credit union marketing directors – but don’t forget to stay in touch with your accountholders on the other end of the spectrum, too. Baby Boomers (individuals born between 1946 and 1964) continue to have more disposable income than any other generation, a fact that shouldn...

Pages