marketing strategy

30 Jan 2024

Maximizing Loan and Deposit Growth: A Data-Driven Approach

In the rapidly evolving current landscape, Financial Institutions (FIs) are increasingly recognizing the need to leverage data-driven strategies to maximize loan and deposit growth. This approach...

04 Jan 2024

Digital Transformation in Action: CU of Colorado's Innovative Journey

In the dynamic world of financial solutions, Credit Union of Colorado's recent strategy to increase deposits and streamline Certificate of Deposit (CD) sales online stands as a testament to their...

22 Nov 2023

Biggest SEO Mistakes

Financial institutions are relying on digital engagement more than ever. By 2025, experts predict that around 65% of all engagement for financial service companies will be entirely online. This means...

12 Oct 2023

Predictive Analytics and Advanced Campaigns

Financial institutions are always looking for a competitive edge. With the advent of more advanced machine learning and data-gathering techniques, the use of predictive analytics has become an...

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...