FINANCIAL MARKETING INSIGHTS
The number one target audience for every financial marketer is often overlooked
6-minute video
Many financial marketers set high goals for customer acquisition. And yes, those new customers are important. But the most important target audience is current customers: they already know and trust your brand.
A (brand) new shiny '22 is here
Though this week heralds the arrival of a brand new year, we’ll be making resolutions for the next year before we know it.
Don't let the year slip away because you were too busy.
Here are 12 strategies for a financial brand that builds love, loyalty and profit.
Nearly half of these Brand Best Practices involve employees. With their partnership and unwavering commitment to growing your organization, you'll thrive. Without them, the journey is ever so much harder.
Don't delay: get your brand ready for the new year and beyond by starting now.
Your bank's consumer research may generate flawed data (here's why)
Financial marketers are famous for saying in ads and promotions, “We have excellent personal service.” (Who ever says they have lousy service!) They often don’t back up the claim with the kind of listening that helps them deliver more than services,
Building a Financial Education Program for Millennials
6-minute video
The largest adult generation—Millennials—have low levels of financial literacy, holding them back from achieving their financial goals. Banks, credit unions and advisors offer plenty of needed services, but they don't currently offer the education that is the point of entry for many of these potential customers.
Millennial Branch Managers as Business Developers
Millennial branch managers are eager to develop new relationships for banks. But many may not have the experience or the training to confidently get out on the field and win that new business. Don’t leave them frustrated or worse: intimidated.
Of course they need a sales training program, standout collateral materials and branded talking points.
But they need more.
