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BYOB: Build Your Own Budget
In our yearly survey of financial services marketers, we asked respondents from banks (57 percent) and credit unions (43 percent) about their budgets for 2017. Are they growing or shrinking? An...
View ArticleCaution: High Expectations Ahead
2017 Survey of Financial Services Marketers Marketing is having a big impact in the financial services sector. As a result, budgets are on the rise. As is autonomy: more and more marketing teams are...
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Top 3 Marketing Challenges for 2017
Financial marketers find themselves in a good news/bad news situation this year. Marketing budgets are on the rise, which suggests that financial institutions clearly are finding value in marketing....
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Top 3 Marketing Opportunities for 2017
With financial marketers telling us in our annual survey that they have more control over their budget building process for 2017, we followed up by also asking where they would be spending their budget...
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Deregulation in Financial Services How the new administration will impact the financial industry Harland Clarke Holdings Vice President of Strategic Solutions Michael Scott looks at critical questions...
View ArticleBest Practices for Moving Mobile Forward:
Using Mobile Deposit to Boost Mobile Growth It’s no secret that consumer adoption of mobile banking and mobile deposit has been slow. The good news, though, is that it is trending in the right...
View ArticleUsing GRC for PCI DSS Compliance
GRC Spotlight, powered by LockPath® A one-off approach to PCI DSS compliance often results in increased risk factors by creating discrepancies in security levels between environments within the shared...
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Capture the Eye, Capture the Sale!
The Power of Visual Hierarchy in Direct Marketing Creative If your customer or prospect opens your letter or email — Bravo! You’ve cleared the biggest hurdle. But don’t celebrate yet. Now you have to...
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Marketing Channel Mix: Mass Media Is Out, Digital Is In
Our annual survey of financial services marketers confirmed a trend that’s a surprise to no one: Marketers are shifting away from mass media and investing more heavily in digital marketing. And direct...
View ArticleWebcast: Daniel Burrus: Using Trends to Accelerate Account Holder Growth
Hear from one of the top three most in-demand business speakers about a new way of viewing technology trends to shape your strategy for acquiring and retaining account holders. Presented by Harland...
View ArticleBest Intentions — Do Get Punished!
By Philip D. Armstrong Major Market Strategist Clear and transparent communications are the buzzwords du jour in financial services. Strategies and tactics are carefully planned to ensure account...
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Acquisition Reigns
Acquisition Reigns What do financial marketers look at when they look at performance? Metrics vary depending on the campaign, but they’re crucial to measuring and analyzing effectiveness and aiding in...
View ArticleFuture Readiness: Is Your Financial Institution Future Ready?
Future Readiness is a three-part series of discussions on the real world of banking, marketing and payments to help prepare banks and credit unions drive continued value during rapid industry change....
View ArticleBaby Boomers and Credit. Cashing in on Generational Marketing
In today’s challenging economy, businesses are reexamining their marketing efforts and taking extra steps to not only attract new customers….
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Measurement (and the Data That Drives It) Matters
More than ever, financial services marketers – as all marketers – are under enormous pressure to deliver highly effective marketing programs and demonstrate a favorable return on marketing investment...
View ArticleEmail Marketing Benchmark Report 2016
Email continues to be a powerful channel for financial institutions as recipients demonstrated a willingness to receive and engage with financially focused messages. With a combination of increased...
View ArticleAchieving Primary Financial Institution Status With Baby Boomers
How to Build Engagement and Loyalty With the Most Affluent Generation in History As the financial industry focuses more and more on Millennials, it risks ignoring the generation that is the foundation...
View ArticleEmail Marketing Benchmark Report 2016
Email continues to be a powerful channel for financial institutions as recipients demonstrated a willingness to receive and engage with financially focused messages. With a combination of increased...
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Collaboration Counts
Stakeholder collaboration plays a key role for financial services marketers. Constructive and cooperative interaction with other departments on marketing initiatives makes marketing more effective,...
View ArticleHow to Use Social Media to Drive Business Results
The days of relying on a Facebook® page with a few posts and branch photos are behind us. Social media is now a must-have service channel, consumer engagement tool and sales driver. But is your...
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