Bank Marketing Articles & Best Practices
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How to Use Segmentation and Buyer Personas to Deliver Targeted Offers
As the demand for more personalized experiences and targeted offers continues to rise in...
Drive Conversions and Loyalty by Adding Financial Advice to Product Offer Communications
With financial literacy month coming up, it’s a good time to reevaluate your approach to...
Credit Union Generated Over $1 Million in Auto Loans with One Simple Phone Call
Personal phone calls should still be a staple of any successful bank or credit union’s...
Boost Loyalty and Drive Branch Traffic with an Ag Day Campaign
Investing in customer or member satisfaction is an important part of any retention and...
4 Ways to Build a Highly Effective Cross-Sell Program
Working closely with our customers, we have found that it is very challenging for...
Start Timing Your Product Offers with Local Google Search Results
We’ve been consulting with our customers on ways to use Google products to inform...
How One Credit Union Generated 543 Mobile App Downloads with a Holiday Branch Closure Notice Email
Sending holiday branch closure notices is an important way to build loyal relationships...
How One Financial Institution Turned a $6 Campaign into $1M in Deposits
A $425MM credit union was able to generate nearly $1M in deposits simply by tying a CD...
Overhaul Your HELOC Promotions with These 3 Strategies
If HELOC’s or Home Equity Loans are part of your overall loan growth strategy,...
4 Ways Financial Institutions are Building Stronger Relationships
An engaged relationship is a loyal relationship. While that seems to be a simple...
How to Build an IRA Savings Account Campaign
Figuring out the best time to offer your IRA savings accounts and who to send your...
3 Considerations for Building a Kids Savings Account Campaign
Kids savings accounts, while not always large in deposit amounts, are valuable and...