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Category: Marketing Strategy

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Turning Clicks into Customers: Smart Digital Marketing Strategies for Banks and Credit Unions
Website traffic is up. Your social media posts are getting engagement. Your email open rates look solid. So, what are you missing? Clicks are awesome, but they aren't the ultimate goal. Customers are. Too often, financial institutions...
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Making a List, Checking It Twice: Holiday Marketing Campaign Ideas for Banks and Credit Unions
’Twas the month before Christmas and all through the bank… marketing calendars were filling, approvals were piling up, and someone just realized holiday campaigns still hadn't been planned. *record scratch* Let's run that...
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12 Bank Email Ideas Customers Actually Want to Read
Many banks and credit unions know they should send consistent emails, but planning those emails can get tricky. Chances are, customers don’t need another generic “check out our services” message. They may be more likely to appreciate...
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What to Ask a Bank Marketing Partner
Choosing a marketing partner goes deeper than just finding someone who can build a website, design a campaign, or write a few emails. For banks and credit unions, the right partner will influence your website, brand, campaigns, customer communication,...
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When Should Banks Outsource Marketing?
Most bank marketing teams reach a point where the question is not, “Can we do this ourselves?” It is, “Should we?” Your internal team knows the brand, customers, communities, and business goals better than anyone. However,...
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Marketing for Banks With Lean Teams
Bank marketing teams wear a lot of hats. One day, you may be updating website rates or branch hours. The next, you’re writing an email campaign, reviewing social media posts, coordinating print materials, pulling reports, preparing board updates,...
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The Great Email Metrics Mirage: Bots, Filters, and False Clicks
Have you ever opened an email marketing report and thought, “Wow! These numbers look great!” only to follow it with “…but why doesn’t this match what we’re actually seeing?” Marketing teams across the financial...
Website Tracking Litigation Is Rising - Is Your Financial Institution Prepared? Thumbnail
Website Tracking Litigation Is Rising - Is Your Financial Institution Prepared?
Your bank’s website is where trust starts. It’s where customers check rates, apply for loans, and manage accounts. But the same marketing tools that help you measure your website’s performance, like tracking pixels, analytics tags, and...
The Ad-vantage: Paid Social Media Strategies That Win Big Thumbnail
The Ad-vantage: Paid Social Media Strategies That Win Big
Organic social builds trust. Paid social media builds momentum. And when used together? They help community banks and credit unions grow with more control and less guesswork. That's where the real "ad-vantage" begins. For financial institutions,...
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How Many Blog Posts Does a Financial Institution really Need?
If you’ve ever asked yourself, “Are we blogging enough?” or “Is anyone even reading these?”, don’t worry, you’re not alone.  Community banks and credit unions know that educational, information content...
When Systems Do Not Work Together, Financial Institutions Feel the Impact Thumbnail
When Systems Do Not Work Together, Financial Institutions Feel the Impact
Financial institutions rely on a growing number of systems to support marketing, compliance, operations, and customer experience. Websites, CRMs, email platforms, analytics tools, and internal workflows all play a role in how work gets done.  When...
Performance Marketing for Financial Institutions: What to Measure Beyond Clicks Thumbnail
Performance Marketing for Financial Institutions: What to Measure Beyond Clicks
Performance marketing is part of how banks and credit unions reach new customers, promote products, and make sure their marketing dollars are working. Paid search, social ads, and other performance‑driven tactics give teams fast feedback and clear data...