With the hot housing market and home values continuing to increase, your account holders may be more ready than ever to tap into the equity they have built up in their home. Reminding your account holders to leverage their home…
Over the course of the past year, community banks and credit unions took the spotlight for dedicating countless hours to ensure the survival of communities across the nation. You seamlessly adjusted operations to best serve your communities in safe and…
With the environment we still find ourselves in, bank and credit union marketers continue to face the challenges of engaging and staying connected with their customers. The average consumer is exposed to over 5,000 marketing messages a day. Financial marketers are vying…
Throughout 2020’s challenging environment, marketing efforts have been anything but typical. Bank and credit union marketers were thrown into the spotlight and had to quickly rethink how to approach their consumers. As the role of marketing at financial institutions took…
An onboarding process is one of the best ways to expand the relationships that you have with both newly acquired customers as well as existing account holders. Without a well-defined onboarding process, your bank or credit union is missing out…
A 628MM college credit union generated $11.5M in new loans by creating a targeted fall auto loan campaign that was sent out to 23,473 of their membership. Their campaign success resulted from sending out both email and direct mail postcards…
Customer and member retention is a critical part of every financial institution’s marketing strategy. In addition to promoting competitive offers, the best way to create loyal customers and keep them around is by fostering a great customer experience. Here are…
Once you’ve built your audience personas and have determined when, what, and who you’re going to target, the final step in creating a new checking account promotional campaign is creating your content strategy. Using what you learned from initial research,…
Choosing to use just direct mail or email for a campaign may seem like a good idea. It does cut back on expenses and still gets your message across. However, by only using one channel, you are limiting your campaign’s…