Financial Marketing

Prepare NOW for Next Steps

Prepare NOW for Next Steps

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.

Master the Plan, Master Your Marketing

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 some questions and reflect on 2019.