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...
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...
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...
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...
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...
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...
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...
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...
A Lexington Law study1 revealed that 36% of Americans check their bank account daily and another 30% check it weekly. Imagine if each time your consumers logged into your mobile app or online banking...
As financial marketers, we’re always searching for ways to improve ad performance. A/B testing, otherwise known as split testing, is a popular way to do so. Simply put, marketers test two versions of...
Banks and credit unions want to see their marketing efforts pay off, but many marketing teams struggle with calculating their programs’ return on investment (ROI). In a recent study1, 84% of...