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20 Sep 2023

Better Remarketing

We’ve all left a website with a full shopping cart, only to forget about it and move on. How companies go about reminding you of your intent to purchase can make a massive difference in their...

09 Aug 2023

Text Use Cases and Compliance Factors

Text messages make up a large portion of people’s daily online communication, with studies estimating the average 30 year old sends and receives around 80 texts in a single day. Businesses can take...

28 Jun 2023

The Best Parties are the Zero Party and First Party

Data has always been one of the most important tools in a marketing team’s arsenal. It helps us make predictions, and allows us to look more clearly at the results of our efforts. However, not all...

15 Jun 2023

CUNA's Digital Marketing School 2023 Recap

Recently, we had the opportunity to attend the CUNA Digital Marketing School in Phoenix, AZ as both a speaker and sponsor. Having participated in a virtual version of the school during the pandemic,...

24 May 2023

Trellance 2023 Annual Conference Recap

We are just back from beautiful Ft Lauderdale, where we attended and sponsored the Trellance Conference. Titled "Beyond Data: What to Do with It?", the conference brought together industry leaders...

03 May 2023

Marketing Automation Challenges and How to Overcome Them

Marketing automation technology can help financial institutions interpret data, enhance the quality of leads, and create consistency in their brand presence and marketing materials. Sounds great,...

09 Mar 2023

Nurturing vs. Cross-Selling: Five Key Differences Explained

When making decisions regarding their marketing strategy, financial institutions often discuss “sales funnels” or a “buyer’s journey.” These terms represent strategies businesses can employ to...

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...

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...