Marketing Strategy Archive

Banking Desperately Needs A Relationship-Based Selling Strategy

Relationship-based selling leverages deep customer insight and new selling tools to deliver a personalized, contextual solution in real-time.

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How Community Institutions Are Losing The War Against Megabanks

In this battle of David vs. Goliath, the two sides can't play the same game. What works for one simply won't work for the other.

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3 Ways To Beat Tech Giants and Fintech Firms With Behavioral Marketing

Traditional marketing needs to be replaced with behavioral marketing, using real-time data and advanced analytics to drive communication.

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Millennial Business Owners Expand Digital Banking Opportunities

Millennials are the fastest growing segment of small business owners, providing a great underserved market for banks and credit unions.

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The Power of Self-Service Data Analytics in Financial Services

Banks and credit unions must move beyond using customer data purely for internal reports, and start using it for great customer experiences.

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6 Critical Trends Redefining Marketing in a Digital-First World

Leading organizations today are aligning marketing around a customer journey strategy, leveraging data analytics, and embracing AI.

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Building an Emotional Connection Creates Value in Financial Services

Consumers with an emotional connection with their financial services provider generate significantly more value for the bank or credit union.

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Information Overload: Research Shows Ads Overwhelm Consumers With Facts & Features

Banks and credit unions must use data-driven insights to focus their marketing messages and help consumers simplify the purchase decision.

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Banks and Credit Unions Must Think Beyond Millennials

The Baby Boomer segment has been ignored by many banks and fintech startups despite their revenue potential.

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3 Bank Marketing Myths Debunked

Knowing some of the secrets of financial services marketing will help improve results and prioritize marketing strategies for added success.

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Banks & Credit Unions Must Join The Marketing Technology Revolution

If traditional financial institutions don't figure out how to leverage new martech tools, digitally-savvy neobanks will leave them in the dust.

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Hidden Defections: Customers Are Slipping Away In Record Numbers

Bank customers are bypassing their primary financial institution as they buy new products from fintechs and digital banks in record numbers.

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Insights, Analytics and Personalization in Financial Marketing

Personalization and context are more important than ever. That's where data analytics and business intelligence come in.

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Three Quarters of Americans Don’t Even Know What Their Bank Does

Three quarters of Americans say they don't even understand the products and services their bank or credit union offers.

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How to Create an Agile ‘Marketing Factory’

For marketers to succeed, they must leverage the tools of knowledge work automation to simplify and streamline an increasing number of tasks.

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Achieving Advanced Financial Marketing Maturity

Most banking organizations continue to be in the early stages of financial marketing maturity, lacking big data and advanced analytic skills.

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Banks are Marketing Like It’s 1999

Smaller financial institutions are not keeping up with consumer demands and digital marketing capabilities.

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Financial Marketers Not Ready For The Future

Study reveals that financial institutions are using strategies from the past rather than the advanced technologies and digital media needed for the future.

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10 Reasons Marketing Automation is No Longer Optional

A marketing automation platform is essential for financial institutions who need to manage complex, personalized communications in the Digital Age.

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Banking Fails to Meet Needs of Most Valuable Consumer Segment

Meeting the financial needs of the 50+ consumer increases revenues today, while potentially gaining loyalty from Millennial family members.

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