Get everyone on the same page with marketing strategy session

CU Insight

You’re a marketing executive and it’s the beginning of the year. You forgot to review the marketing plan with the executive team! Marketing can only be effective when everyone is on the same strategic page. Talk strategy and make 2018 the best year ever!

PR skills valued most in 21st century marketing strategy

CU Insight

Suddenly, public relations tactics, not marketing, are preferred for driving revenue. Today, the recommended process for increasing market share is to attract audience, develop relationships to build trust and credibility, and collect warm leads.

How to build a successful financial content marketing strategy in 5 steps

CU Insight

Financial institutions—particularly smaller, community-focused ones—have limited marketing budgets and resources. And a good mobile experience is more than transactional—it builds your brand as well as, if not better than, any marketing campaign. Market Targeted Products.

Building an effective game for credit union mobile marketing strategy

CU Insight

In fact, Gartner Market Research predicts tablets will surpass desktop usage for the first time this year. For savvy credit unions, it’s obviously time to open the “mobile branch” and focus on a mobile banking strategy that not only provides transactional capabilities, but also integrates member communication and marketing capabilities. While many marketing skills are equally important in any delivery channel (e.g.,

6 steps to build a marketing strategy around financial education

CU Insight

Yes, the goal should be to improve people’s financial capability, but savvy financial marketers also turn their educational initiatives into strategic programs that fuel growth and attract new consumers. Because most know that financial education can pull double duty as content marketing.

Learnings from the Main Stage at DX18

ForwardBanker

DX18 brought together leading industry experts as well as treasury management, marketing, and retail executives responsible for market growth.

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3 keys to a successful social media marketing strategy for your credit union

CU Insight

Creating a well-designed strategy is the backbone to any successful marketing or sales approach. With any strategy this one should really go without saying… SMART goals are: – Specific.

Meet Perficient’s Chief Strategists: Allison Fries

Perficient Financial Servies

In 2018, we announced the first class of Chief Strategists, who provide vision and leadership to help our clients remain competitive. A strong go-to-market strategy is essential for successfully bringing new products or services to customers who need them. Marketing.

Banking Industry Must Move from Strategic Planning to Action

The Financial Brand

Culture & Leadership Digital Banking Strategies Featured Articles Marketing Strategy Sales Strategies Strategic Planning fintech innovation strategic planningStrategic planning efforts at most financial institutions lack one thing.

Digital Shifts Forcing Banking CMOs To Make Big Changes

The Financial Brand

Financial marketers who get the balance of analytics and creative right will thrive. Culture & Leadership Marketing StrategyOthers will struggle to survive in today's digital-first world.

Are Banks Missing the Mark on Message?

Gonzobanker

I received a “personalized” email last week titled 5 Savings Strategies for Your Down Payment. Strategy #5 on the list was: “You may need to make more money.” Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank.

NextGen Know-How: Develop your leadership brand

CU Insight

When you think of branding, you might think of marketing strategies used at big companies like Disney, Apple, or Zappos. Your leadership brand conveys your identity and distinctiveness as a leader. Your leadership brand is very important.

Why Ally Bank’s CMO is Really Their ‘Chief Disruption Officer’

The Financial Brand

CMO Andrea Brimmer explains how Ally Bank leverages disruption and pushes the envelope with some of the most daring marketing in banking. Branding Culture & Leadership Marketing Strategy AllyThe post Why Ally Bank’s CMO is Really Their ‘Chief Disruption Officer’ appeared first on The Financial Brand.

What is thought leadership and how can it help your credit union?

CU Insight

Thought leadership is a broad term that can help demonstrate your credit union’s authority with members. To understand the power of thought leadership, marketers need to understand what their goals are when deploying an influence campaign.

Help Wanted: Trends Reshaping Financial Marketing Departments Today

The Financial Brand

Marketing pros in the banking sector sum up the state of their craft, and reveal what it takes to succeed today. The post Help Wanted: Trends Reshaping Financial Marketing Departments Today appeared first on The Financial Brand.

You Don’t Know Jack!

Gonzobanker

This is what strategy is all about–understanding your advantage, or deciding on what that advantage should be–and making the investments needed to build the capabilities to leverage that advantage. Back in the late ’90s, a couple of really smart consultants wrote a book called The Discipline of Market Leaders in which they asserted that market leaders excelled on one of three competitive dimensions, while maintaining reasonable levels of performance on the other two.

The Banking CMO’s Guide to Earning Your Seat in the C-Suite

The Financial Brand

Culture & Leadership Marketing StrategyHere’s how CMOs can build bridges and strengthen relationships with their CEO, CFO, COO and other peers in the C-suite. The post The Banking CMO’s Guide to Earning Your Seat in the C-Suite appeared first on The Financial Brand.

The Marketing Divide: How CMOs and The C-Suite Must Connect

The Financial Brand

Culture & Leadership Marketing StrategyIn the financial industry, there are major disconnects between CMOs and their peers at the executive table. How does everyone get on the same page?

Good Merger Communications Strategies Make or Break Banking Deals

The Financial Brand

The post Good Merger Communications Strategies Make or Break Banking Deals appeared first on The Financial Brand. Culture & Leadership Customer Experience Marketing Strategy mergersFew financial institutions pay enough attention to their merger communication plans. Here's what experts recommend to keep employees and consumers on board.

Strategy takes initiative

CU Insight

As we close the books on 2016 and enter the New Year, strategy is probably top of mind for most financial institutions. Strategy is no different than those of us that are embarking on diets, starting to exercise or eating healthier as part of our New Year’s Resolutions.

6 ways vision will inspire your employees and culture

CU Insight

Even as kids, we developed radar on leadership. Though these days, vision’s become a buzzword — to the point where She’s a leader with a real vision can simply mean Nice marketing strategy. Consider the classic schoolyard game, Follow the Leader.

Curiosity did not kill the cat…it was anything but

CU Insight

This thirst for knowledge is how I came to love credit union marketing so much. As a beginning marketer at the start of my career out of college, I didn’t know a thing about credit unions or how to help it grow loans or members.

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Capitalizing on Credit Card Growth

Your Credit Union Partner

Thought Leadership. Thought Leadership. « Back to Thought Leadership. Growing credit union loan balances reflect an abundance of opportunity in the market today – is your team making the most of these opportunities and finding the optimum amount of success?

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Capitalizing on Credit Card Growth

Your Credit Union Partner

Thought Leadership. Thought Leadership. « Back to Thought Leadership. Growing credit union loan balances reflect an abundance of opportunity in the market today – is your team making the most of these opportunities and finding the optimum amount of success?

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In search of member value

CU Insight

Member profitability models provide a powerful means for linking marketing and growth strategies to “bottom-line” results. Successful marketing strategies must create opportunities to serve member needs in ways that will be profitable to the institution.

Data vs creativity: Which should guide your marketing?

CU Insight

Why is data so important to marketing? For starters, effective use of data means you can target your marketing with laser accuracy. So get a handle on your data and you have a handle on your marketing, right? The post Data vs creativity: Which should guide your marketing?

5 keys to digital marketing success in 2019

CU Insight

The world of marketing is ever evolving, especially with the rapid changes to social media algorithms and shifts to an emphasis on digital marketing. To best position your credit union for success, consider incorporating these five digital tactics into your 2019 marketing strategy.

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What's ahead in 2015? 9 Trends accounting firms should look for in the New Year

Abrigio

In 2015, accountants should be focusing on technology, consulting services and marketing strategies for their firm, among other trends outlined here. Another shift on the consumer side is the attention a potential client will pay to thought leadership.

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The importance of content marketing is growing

CU Insight

Content marketing without a doubt has become a necessity for every credit union brand. It has emerged as the core of almost every digital marketing effort, be it directed at desktop or mobile users. Content marketing is beyond a simple marketing strategy. It is a member engagement strategy that revolves around the development, publication, and distribution of content to a defined target audience.

5 things you can do immediately to improve your marketing efforts

CU Insight

Many credit unions make the mistake of believing that the more money you throw at marketing, the more successful it will be. Marketing a credit union can be hard to get a grasp on sometimes, especially seeing that not only marketing mediums, but the industry itself is evolving daily.

Data is the critical component for improving member experience

CU Insight

Credit union leadership clearly understands the business model that has worked in the past is not the formula for success into the future. Yet, community financial institutions are continuing to have a difficult time adopting data analytics into marketing decision making.

Achievement is a moving benchmark

CU Insight

That’s a mighty fine marketing strategy you’ve got there. While sweeping your competition onto the mat may be an untenable act, observe their “movements” (actions, strategies, etc.) Training in martial arts isn’t easy. Same with any other sport or activity.

It’s time to “Bone Up” on your social media

CU Insight

While occasional novelty or humorous posts may have some merit in your content plan, it is important to realize the value social media plays in your overall marketing strategy. Let’s look at some reasons why a social media strategy is important for CUs: Staying in the discussion. Whether it is promoting products and services, community outreach or thought leadership, CUs can leverage social media for deeper marketing reach and “social selling” activities.

Internal marketing is just as important as external marketing

CU Insight

We so often focus on our external marketing to customers. What is the go to market strategy on the next xyz product? Engaged, excited, and interested team members will achieve results 10x more than any marketing campaign.

7 reasons why your website is your most important branch

CU Insight

But if your credit union website is being neglected, then your marketing strategy is missing its star player. As a credit union marketer, you know Millennials are a key demographic because they are the rising generation. For help getting started, download our free strategy guide.

Mapping the member journey

CU Insight

It is no secret that more and more members are demanding a digital experience in order to accomplish tasks faster and easier, or that self-service is the future and a digital marketing strategy needs to include mobile and voice.

Why CRM needs to be in your 2018 tech budget

CU Insight

Well, for the last five years, 54% of bank and credit union marketers have reported that cross selling and growing share of wallet is their number one priority, according to the 2017 Digital Banking Report. 3) Granular reporting on targeted marketing campaigns.

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The marketing KPIs to start tracking now, according to data scientists

CU Insight

Most marketers intuitively understand that marketing is both an art and science. Marketers are often under pressure to measure results and demonstrate ROI. But traditional credit union KPIs don’t necessarily directly reflect the impact of the marketing team. If your deposits are up next month, is it the fabulous CD promotion that marketing designed, or were local economic factors the driving force?

A matter of perspective

CU Insight

Are you considering a risk within your marketing approach? Brand loyalty is a factor every marketer wants to better understand. So, back to that bold, perhaps even risky, marketing strategy? Bold, attention-getting moves can reap big rewards.

What’s keeping your team from cross-selling?

CU Insight

I hear this question quite often during discussions about engaging the front line as part of a credit union’s marketing strategy. Between leadership advice, parenting tips, and practical self-help principles, this book contained so much valuable information that it would be impossible to cover all the contents in a single post. Community Credit Unions Employee Development Management/Leadership Bo McDonald Leadership Management Your Marketing Company

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

Abrigio

As the leadership teams at many banks and credit unions perfect plans to grow their loan portfolios, management can depend on several key metrics to measure the effectiveness of their plans and execution. The conversion rate is also a necessary variable in planning out the institution’s portfolio growth strategy. Another way to increase the volume of loan applications is to drive interest through targeted marketing techniques that are tailored to the desired applicant.

How financial education can support sales

CU Insight

FinancialFeed was designed with digital marketing strategies in mind, serving as “attractor content” that raises awareness of your credit union and functions as a top of funnel sales tool. In that session, I shared how digital marketing content can be created to support sales.

Hate: Not always a 4-letter word

CU Insight

Each year, this awesome event gathers sales and marketing folk from across the company to lay out the plan for the coming year and generally get everyone excited. That’s because he made one of the most profound statements about sales and marketing that I’ve ever heard.