Featured Webinars

Jim Marous, Co-Publisher of The Financial Brand
Marcy Scanlin, Presales Consultant at the Deluxe Corporation

Financial marketers can no longer just take last year’s plan, tweak it, and expect better business results for their efforts. To be successful, it’s important to step back and take a fresh look at your marketing planning process.

During this webinar, our experts will analyze campaigns that financial institutions are using today and offer guidance on where bankers should be spending their time and budgets going forward, including how to:

  • Re-evaluate your priorities and take your marketing into modern times
  • Identify tactics that will make a big impact
  • Revamp your strategic marketing planning process to better prepare for 2017


Jim Marous, Co-Publisher of The Financial Brand
John Keith, Director of Business Development at Datamyx

According to eMarketer, digital spending in the U.S. financial industry will increase to over $12 billion annually by 2020. As digital advertising continues to grow in both popularity and necessity, do you wonder how much of your budget should be allocated to digital marketing to achieve your organizational goals? Jim Marous and John Keith provide an in-depth look at the key findings from the 2016 Financial Marketing Trends Report, including:

  • The top 10 marketing trends, including insight-driven marketing, ROI, and increased personalization
  • The impact of digital, including mobile, on both the customer experience and marketing
  • Strategic ways to allocate your digital marketing budget to meet organizational goals
  • How to use attribution to assess and optimize digital marketing effectiveness


Jim Marous, Co-Publisher of The Financial Brand

Customer loyalty and retention, two of the most important considerations in measuring business success in banking, are created by truly knowing your customer and offering a superior customer experience. However, banks need to improve customer experience, and digital channels are the best way to achieve this. Many financial institutions know this already, yet still find it difficult to seize the opportunity, despite knowing many customer pain points, such as no real onboarding process, a personalization gap, and lack of a seamless omni-channel experience.

In this new Backbase webinar, we’ll talk with renowned industry thought leader Jim Marous, co-publisher of The Financial Brand and publisher of the Digital Banking Report, about:

  • The importance of digital channels
  • Digital onboarding about the multi-channel process
  • The real online experience consumers expect today


Karl Joyce, Vice President at Mintel Compremedia
Marcy Scanlin, Presales Consultant at Deluxe

Consumers today are overloaded with information. Marketers are using everything in their arsenal to get consumers’ attention and entice them to act. Deluxe Marketing Services and Mintel Comperemedia partnered on a study that surveyed over 3,000 consumers about their marketing preferences and what attracts them. Gain insight into the survey findings and the lessons learned, by attending this webinar.

  • See a deep-dive into the survey results for effective strategies to help cut through the noise and make sure your messages are heard
  • Learn the importance of omni-channel marketing to remain relevant
  • Gain an understanding of Millennials and learn what marketing works best with them


Shawn Stavseth
VP of Product Development at Bluespire

Matt Clement
Sr. Business Consultant, Salesforce Marketing Cloud

Today’s consumers demand interactions with the right message, at the right time, though their preferred channels. In this webinar, you’ll learn how digital platforms are paving the way for true 1:1 engagement in financial services, with a focus on real-world examples, best practices and more:

  • How to align overall business strategy with marketing technology to deliver relevant consumer-centric journeys
  • How to identify gaps and opportunities between consumer expectations and your institution’s digital initiatives
  • Powerful new ways to connect and build 1:1 journeys that span all channels and touch points


Randy Schultz, VP/Marketing at Weber Marketing Group

Randy Schultz, VP Marketing at Weber Marketing Group, joins Pen Air Federal Credit Union’s CEO Stu Ramsey and Director of Marketing Pam Hatt, to discuss how this now thriving financial organization continues to build on its brand promise. Pen Air Federal Credit Union worked diligently to harness the power of their vision, brand and culture to future-proof its relevancy for generations to come. In this 45-minute webinar, you’ll learn how to:

  • Reignite passion in the workplace
  • Create dynamic omni-channel consumer experiences
  • Evolve your marketing with consistent key messages
  • Elevate your social reputation internally and externally
  • Connect it all to growth, goodwill and profitability
  • Bring 15 branches into the 21st century with a game changing brand wrap


Moderated by Laura Eschen
Director of Marketing & Brand at Bluespire

This webinar breaks down Millennials into three separate life stages, each with its own unique financial issues and priorities. Learn what’s important to Millennials when it comes to making big financial decisions, meeting financial goals and interacting with their banking partners:

  • Financial priorities and current challenges
  • Short-term and long-term financial concerns
  • Experiences (positive and negative) with financial institutions
  • Planning for major life events
  • Brand preferences


Mark Weber, CEO of Weber Marketing Group
Josh Streufert, Principal/Creative Director at Weber Marketing Group
Stephen Black, VP/Marketing at BECU

In 2014, BECU, one of America’s largest credit unions with over $12 billion in assets, launched one of the most innovative new branch business models yet — an Advisory Hub that stands minutes from Microsoft headquarters, surrounded by Seattle’s mass affluent high-tech eastside community.

This new branch features electronic queuing software, teller-less cash delivery, tablet banking stations, curved ribbon walls of digital video, LED motion graphic light walls, advisory consumer and business banking, investments and mortgage lending, and a high level of hospitality. What you’ll learn:

  • How creating a new branch business model (and not just a new branch) — led by a unique brand and compelling vision — can unify your customer experiences.
  • Why cross-functional team processes are critical to lead innovation and higher levels of collaboration.
  • How to decide which technologies are right for your market and audiences.
  • How to improve performance results — from NPS scores to deeper relationships, better staff engagement, and greater (or elevated) loan and investment performance.
  • Insights from other innovative branch models including Canada’s Vancity and BlueShore Financial.


Mark Weber, CEO of Weber Marketing Group
Ben Stangland, Principal/Strategist at Weber Marketing Group

Sustaining high performance growth of costly brick and mortar branches in the future will require better data and sophisticated knowledge. With millions at stake, those insights and expertise are skills most financial institutions don’t have internally. To succeed, you’ll need critical geo-demographic research insights, market segmentation analysis and intelligent processes to monitor loan and deposit trends, market opportunities and competitive density. This webinar will provide vital strategic insights, a process for data analysis and tips for creating a winning formula for retail branches. What you’ll learn:

  • How can geo-demographic market analysis improve your future performance?
  • How many branches will you need in 2020?
  • Who is using branches today and what is the primary new role of branches?
  • Why is it critical to consider closing and moving low performing branches now?
  • Which markets embrace Smart ATMs, or video tellers over tellers?


Jouk Pleiter, CEO and Co-Founder of Backbase

Digital transformation is about fundamentally changing how banks attract, interact with and satisfy consumers, and it affects all levels of your organization. In this webinar, Jouk Pleiter, CEO and Co-Founder of Backbase, talks to two of the most innovative banks in Europe — Touch Bank and CheBanca! — and share real-life examples of digital transformation:

  • CheBanca! sits at the forefront of innovation — from flagship futuristic branches to award-winning banking apps
  • Touch Bank is a new mobile/digital-only arm of OTP Bank, one of the largest independent financial service providers in Central and Eastern Europe


Simon Mathews, Chief Strategy Officer at Extractable

Uber has become a synonym for the disruption of an entire industry, with every new startup calling itself the ‘Uber of Whatever.’ What can the banking and financial services sectors learn from Uber and similar disrupters? How can established institutions learn and innovate to deliver better experiences to our customers? And how can traditional providers embrace disruption to beat out the wave of new fintech companies? This webinar looks at:

  • Breakdown the types and elements of Uber-like disruption that apply to banking and financial services.
  • Examples of disruption and innovation.
  • The imperative to deliver innovative digital experiences.
  • What is required to deliver digital experiences that customers want to use.