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Posts tagged with "marketer"


Social Media Policies: Four Steps to Effectiveness

  Note: Nothing in this post is legal advice and should not be construed as such. As of March 2018, there are more than 3 billion social media users worldwide. It’s a certainty that at least some of those users work for your organization. These users, and all your employees, need to know the rules…

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Ask the Right Question and Increase Business

Yesterday’s blog by Amiee Ball suggests making a simple change in your daily routine to boost revenues. I couldn’t agree more. Here’s an idea that can change the way your financial institution’s staff interacts with customers. Better yet, if put into practice your FI can see a significant increase in new account openings and the use of…

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Two Marketing Lessons from a 31-Day Campaign Blitz

Even if you don’t create TV promotions for your financial institution, there are two important lessons to take away from today’s featured marketing campaign. During a 31-day period that spanned mid-May to mid-June this year, McDonald’s, the fast-food giant, aired 25 different TV commercials that promoted its limited-time sirloin burger. Sure, your marketing budget would…

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Marketers, Don’t Let Legal Write Your Website Copy

A visit to a financial institution’s website reminded me how too often website copy is composed by people who know nothing about good marketing practices. Your website is a high-profile marketing medium, available to anyone, whenever they want to see it. Prospects are likely visiting your financial institution’s website to find information. They’re curious about…

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Basic Reasons for Attrition Remain Consistent

Let’s look at some factors that have remained consistent for decades — and they still affect your bank’s or credit union’s successes today. In the early 1980s, when checking account marketing became a tested and proven system, its promoters said approximately one-fourth of account holders were always actively in the market for a new place…

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Your Complicated Offers Can Be a Counter-Incentive

Let’s assume you already know an offer increases your chances of marketing success. So here I plan to focus on one type of offer that’s very common in today’s financial services marketing. It’s the step-up or multiple-step offer. For example, your bank or credit union offers “up to $200,” and the new customer earns the…

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Social Proof Marketing Opens Accounts

How do you know an item you plan to buy is worth the money you’re asked to spend? Probably, you read reviews written by people who purchased and used the item. If you’re like me, you’ve changed your mind — for good or bad — about a shiny new gizmo because of reviews. When used…

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