The Ultimate Guide to Financial Marketing Success in 2018

6 Simple Steps to Attract and Engage Loyal Consumers

By the year 2020, consumers will manage 85 percent of their banking relationship with no human interaction. This level of comfort with technology creates heightened competition for your banks which means that connecting with your target audience has become even more important.

To address this challenge, leading banks are integrating financial education into their marketing strategy. Download The Ultimate Guide to Financial Marketing Success in 2018 to learn how to:

  • Set goals and key performance indicators
  • Identify your target audience and develop personas
  • Choose your distribution channels and develop a strategy

Why Banks Should Invest in Web Accessibility

The customer is king. That’s an undisputed fact. While many financial institutions have made strides to improve the customer journey, People with Disabilities (PWD) still face a number of barriers when engaging with their banks, credit unions, insurance firms and credit card companies. This paper compiles best practices for digital accessibility, including applicable legal and technical guidelines such
as the Americans with Disabilities Act (ADA) and Web Content Accessibility Guidelines (WCAG).

10 Ways to Get Started With Velocity Testing

Regular experimentation is the best way to boost your creative performance and get the most out of your digital advertising dollars. When it comes to setting up experiments, one of the big chal- lenges marketers face is developing a playbook with enough ideas to keep tests going regularly. Here are 10 ways to get started right now.

Maximum Recognition, Minimal Effort: How Financial Services Can Meet Millennials’ Emotional Needs

As millennials age, financial services marketers are keen on gaining their business. But before brands can position themselves as the best choice for this generation, they must understand why millennials buy the brands they buy.

Leveraging Merkle’s proprietary research, this paper explores the underlying motivations that drive millennial purchases in three financial services categories: auto insurance, mortgage lending, and digital wallets. With a fascinating look into the millennial mindset, it explores unexpected insights that offer marketers a unique and effective path to resonate with this elusive group.
 
Research highlights reveal:

  • The Millennial Opportunity
  • Millennial Insights Across Auto Insurance, Mortgage Lending, and Digital Wallets Products
  • What Does This Mean to Marketers?
  • Financial Services Use Cases

What Every Marketer Needs to Know About Inclusive Digital Marketing

There are over 63 million people with disabilities living in North America. As the continent’s largest minority group, people with disabilities control over $200 billion in spending, yet this segment is mostly disregarded by marketers. This whitepaper highlights the the disability-driven spending power and business opportunities marketers have in making every effort to ensure that their customers with disabilities are getting a high standard of service.

4 Point by Adobe

4Point Adobe presents a case study on creating a solution to bring Regions Bank and it’s paper based process into the digital world of financial services. By using a platform that created secure online banking accessible to clients; Regions Bank was able to close a budgetary gap, meet quarterly aim and ensure future growth of their company.

Social Selling at Scale

Social media has transformed the way commercial teams prospect, nurture leads and close deals. As a result, social selling has become an essential aspect of their daily activity. This whitepaper explains how to scale a social selling program that addresses the needs of individuals sales professionals, and the objectives of the global, corporate organizations of which they are a part.

Gamification Infographic

Today’s employees are busier than ever and juggling many different priorities. Many are not taking full advantage of their workplace retirement programs and are not saving enough for their retirement. Gamification can help educate employees about the investment decisions they need to make and motivate them to take action. Download this Getting invested in retirement planning infographic to find out how Sun Life Financial partnered with Bunchball to increase financial literacy and inspire employees to save for their retirement.

A Case for Building Better Customer Engagement in the Financial Services Sector

Most importantly, financial services have had to start from the ground up in finding sustainable ways of re-establishing customer trust while building new relationships and restoring old ones.

Four Steps for Managers – Best Practices for Helping Your Team Grow Business Through Social Media

The digital age has changed the way people interact with brands and companies. Consumers are no longer willing to be sold a product. Instead, they want to feel empowered to make purchase decisions by doing their own research and building relationships with insurance professionals of their choice.

Four Social Media Strategies for Business Success

Hootsuite has created the Financial Services: 4 Social Media Strategies for Business Success white paper to provide direction on how your financial services enterprise can locate where it currently stands on the social media maturity model. Is your financial enterprise in the Social Advocate stage, or have you moved up to Social Teams? How can you become a Social Organization according to the model? The white paper will help take stock of where you currently stand and give you a solid understanding of where you need to get to in order to achieve your business goals.

Digital Marketing is Reshaping Financial Services

Info-graphic showing stats on digital marketing for financial services

Making the Shift from Corporate to Local Marketing

Five Ways to Maximize Advisor Success in the Digital Age

Business has always been local. Long before the Internet was available in the palms of our hands, people shopped for local goods and services by tapping into the social networks of the time (e.g. friends, family and word-of-mouth) and visiting local stores and establishments. Business owners knew that local purchases would be based on their ability to connect with customers on a personal level, and they understood that building trusted relationships would result in repeat visits and loyalty.