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25 Jan 2023
2 min read

February & March Events 2023

2023 has already started, and we're thrilled to announce that we're kicking off the year with a bang. Once again we are attending two major credit union events. These events are an excellent...

10 Jan 2023
3 min read

A Farewell to Cookie-Based Advertising

As we usher in the new year, marketers will also face a new cookie-less reality. Google will start phasing out the use of third-party cookies through the end of 2024, and many other tech giants are...

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29 Dec 2022
2 min read

What is Conversational Marketing?

If you’ve ever visited a website and been greeted by a chatbot, you’ve encountered an example of leveraging conversational marketing. New technologies can transform how you communicate with your...

13 Dec 2022

How to Implement Micro-Demographic Targeting

If you want your campaign to reach the right people at the right time, you should consider micro-demographic targeting. Every customer/member at your FI has distinct financial needs, and it’s...

01 Dec 2022

What Makes a Great Onboarding Campaign?

The onboarding phase of a consumer journey is important because it sets the tone for the future relationship. This initial onboarding period welcomes new consumers into your financial institution and...

23 Nov 2022

Financial Brand Forum 2022 - Recap

I am just back from my first time in Vegas and The Financial Brand’s #FBForum. I had a great time meeting our clients in person and talking to marketers about how their teams can deliver the best...

02 Nov 2022

5 Steps to a Successful Content Marketing Strategy

One of the most powerful ways to grow your business is through content marketing. Effective content does require thoughtful planning and effort, but the results are worthwhile. Research shows that...

12 Oct 2022

Difference between Vanity Marketing Metrics and Metrics that Matter

Marketers use various metrics to measure their institution’s performance and make progress toward their goals – but which metrics actually matter? Two common marketing measurements are vanity and...

20 Sep 2022
4 min read

All About Buyer Personas

Buyer personas are an effective way to align your organization and elevate your marketing strategy. When you create buyer personas, you are envisioning different representations of ideal consumers...

31 Aug 2022

Advertising in the Privacy Age

We’ve entered a new era — one that places a more intense focus on consumer data privacy. Google and Apple took significant steps toward a more data-protected environment for consumers, and other...

18 Aug 2022

Capturing Loans and Converting Indirect Consumers

Indirect loans have become more popular in the last decade, and this type of loan can generate substantial loan portfolio growth for banks and credit unions. Typically, a financial institution...