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Blog: Bank Marketing Insights

Purpose + Action = Truly Differentiated Financial Brands

Author Martha Bartlett Piland shares insights about brand audits from her book Beyond Sticky in this 5 minute video5-minute video

"Great service" is not a unique positioning for banks and credit unions. That's a basic requirement. This 5:25 minute video by Alexandra Reilly, CFPM, has 2 real life snapshots of how purpose and action create true brand differentiation and valuable ROI.

 

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Want Your Financial Institution Brand Story to Pop? Start by Saying Less

blank billboard with ckustomers speeding past

In an abundance of enthusiasm, many bank and credit union marketers list every important fact about their institution. And they inevitably lose their audience in the process. A simple three-part marketing communication strategy (with products coming last) can help create a more memorable brand.

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Don't leave your customers out of your marketing equation

blank billboard with ckustomers speeding past

Like many consumers, I have multiple relationships with banks and credit unions. Besides rates and convenience, there are other reasons that come into play. Some are complicated, but one is glaringly obvious.

They simply haven’t asked for my business.

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Bankers: make more confident business development calls

Author Martha Bartlett Piland shares insights about brand audits from her book Beyond Sticky in this 5 minute video5-minute video

Business development for your bank, credit union or financial advisory firm is easier if you start with research and go to the meeting ready for a smart conversation about that prospect’s business. This positions you as an expert and an advisor—not a sales person.

Here's our latest 5-minute video with 4 steps for preparing to knowledgeably talk with a prospect.

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Start with customer needs—a better way to promote financial products

Author Martha Bartlett Piland shares insights about brand audits from her book Beyond Sticky in this 5 minute videoToo often banks and credit unions jump to tactics instead of putting strategy first in their marketing. The bank's needs are put ahead of customer needs. This results in a pushy sales culture that may not be well received by customers.

Here are some tips to grow a deep and rewarding relationship by serving customers based on their lifestage and lifestyle.

 

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