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Building your growth plan: Key metrics to consider - Part 2

Abrigo

Optimizing that rate optimizes the throughput for the institution with a given amount of resources. The conversion rate is also a necessary variable in planning out the institution’s portfolio growth strategy. One cost-effective marketing strategy for financial institutions is to start local within the institution’s targeted geography.

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How to Integrate Digital Listings Into Your Marketing Strategy

Social Assurance

These are a vital resource for digital financial marketers, and they demonstrated their value during the events of the COVID-19 pandemic. Many financial brands are forced to go to different digital listings individually and create and manage them there without this resource. Here are a few ways this resource could play a role.

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Marketing and Compliance Report Key Takeaways

Social Assurance

Our Annual Marketing and Compliance Survey and Report sought to better understand how some of these changes affected the financial services industry and how community financial institutions responded to the challenges. For more in-depth insights, be sure to download our marketing and compliance report by clicking the link below.

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Bankers Are Navigating a Brave New World with Mergers and ESG

Gonzobanker

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. Having an executive in charge of ESG integration and a combined strategy for mergers will be a small move with big impact.

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How to Write a Social Media Policy for Your Financial Institution

Long Lasting Ideas

Form a Committee – Social media is not just a marketing communications tool, and the policy needs to address several areas that should include representation from marketing, compliance, human resources and upper management. For your reference, here are links to resources to get started. Visible Banking List.

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Where to Spend Your Marketing Budget Next Year

Social Assurance

A good marketing budget starts with determining where your financial brand wants to go. Decide company goals early on and let these help guide your marketing budget planning process. Marketing strategies must evolve in order to stay relevant to the modern customer. Pro Tip: Looking for more resources on paid advertising?

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Delivering Safe Return to Office & Smarter Customer Interactions

Cisco

Using Cameras, Sensors and Digital Signage for Alerts, Warnings, Building Status, Automation, Analytics …Find Rooms, minimize over-scheduling, eliminate no-shows, reduce late meeting starts, social distancing , SPACE OS – Middleware for COVID compliance, Cleaning Room Hold example. Interactive Demo in Chrome: [link].