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Posts in category "Financial Marketing Insights"

06/30/2017

Banks Still Struggle to Align Budget Allocation with Marketing Goals

ChiefMartec.com puts out a sensational graphic every year that I’ve been following since about 2014. When it first came out in 2011, the graphic contained about 150 marketing technology vendors and the list included Marketo, Eloqua, Oracle, and others. Many of the companies on the 2011 graphic are no longer in business … some were…

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06/26/2017

Three Must-Haves for a Successful Onboarding Program

Onboarding – the process your bank or credit union uses to define your ongoing relationship with new customers or members – is a critical part of your marketing strategy. A comprehensive onboarding process gives financial institutions a great deal of control over that relationship starting with the initial enrollment of a product or service. A…

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06/14/2017

Best Practices for Onboarding Millennial Customers

By now, the entire banking industry is aware of the growing economic power of the millennial generation. In a few short years, millennials have overtaken all other generations as the largest since the baby boomers, and as the most populous in the workforce. Millennials will be the borrowers and investors of the immediate and foreseeable…

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06/08/2017

Leading Your Brand as an Executive

Who is responsible for building your financial institution’s brand? Is it executives? Employees? Consumers? The answer is yes. All of these people are responsible for building your brand, because great brands are built by people. Executives must lead the brand. Employees must live the brand and customers or members must love the brand. If one of…

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06/06/2017

Valuable Lessons from the Best Bank Brands on Social Media

Every quarter, The Financial Brand publishes an updated ranking of the top 100 best-performing banks and credit unions on social media. The Power 100 rankings for Q1 2017 are in, and if you made the list — congratulations! Ranking is an indication that your financial institution is making smart use of social media channels to communicate your brand’s…

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06/05/2017

The 5 Types of Data Analysis Every Financial Institution Marketer Should Know

The old saying “a picture is worth a thousand words” is no less true today than it was decades ago, even though that simple picture has been replaced by myriad types of imagery. Humans are visual creatures, and many of us just absorb and understand information better when we receive data visually/graphically. That’s the fundamental…

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05/11/2017

Breaking Through Noise: How Financial Marketers Can Be Heard

Branding is everywhere. From billboards on the highway to jumbotrons in sporting arenas, from park benches and public bathrooms and from clothing lines to tattoos, consumers are exposed to thousands of brands with thousands of marketing messages every day. With all that marketing noise, is there really a way for individual brands to be heard?…

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