Financial Services

Enhancing the Financial Experience Through AI

The Digital Era of Big Data The advanced technology of artificial intelligence (AI) has eased the experience of everyday lives—so much that it oftentimes goes unnoticed. From gathering data on buying habits for personalized product recommendations to calculating traffic and construction when delivering directions on Google Maps, AI has become the helping hand that many ... <a title="Enhancing the Financial Experience Through AI" class="read-more" href="https://newstaging.evokad.com/financial-experience-with-ai/" aria-label="Read more about Enhancing the Financial Experience Through AI">Read more</a>

Insights Ad Agencies Can Offer Credit Unions About Creating Marketing Personas

How to Create (Effective) Personas for Credit Union Marketing The jack-of-all-trades is the master of none, and the same applies for your credit union’s marketing. By striving to be a financial institution that’s just okay for everyone, you prevent yourself from being the perfect fit for anyone. Correcting this one-size-fits-all approach to marketing starts with ... <a title="Insights Ad Agencies Can Offer Credit Unions About Creating Marketing Personas" class="read-more" href="https://newstaging.evokad.com/marketing-persona/" aria-label="Read more about Insights Ad Agencies Can Offer Credit Unions About Creating Marketing Personas">Read more</a>

Credit Union Marketing: Differentiating Your Credit Union from Banks

What makes your credit union different from your competitor down the road? From our experience in branding and marketing financial institutions, we can attest this question doesn’t often have an easy answer. In fact, in a market as highly saturated as the financial industry, standing out may be the toughest challenge you can take on. ... <a title="Credit Union Marketing: Differentiating Your Credit Union from Banks" class="read-more" href="https://newstaging.evokad.com/marketing-credit-union-stand-out/" aria-label="Read more about Credit Union Marketing: Differentiating Your Credit Union from Banks">Read more</a>

Credit Education Month: Marketing to Your Members

March is National Credit Education Month, but that doesn’t mean it’s the only month in which financial responsibility matters. As a financial institution, you know everything about credit, but how educated are your members on their finances? Between the 2017 Equifax data breach and the rise of credit card delinquency rates, it matters now more ... <a title="Credit Education Month: Marketing to Your Members" class="read-more" href="https://newstaging.evokad.com/credit-education-month/" aria-label="Read more about Credit Education Month: Marketing to Your Members">Read more</a>

How Content Marketing Can Build Trust in Your Financial Institution

Content is the way to customers’ hearts—but you’ve got to stay on top of it. Consumers have come to expect the availability of different forms of interaction with brands, which has led to a need for value-based content. Ad overload has led customers to only give their business to companies that they can trust. They’ve ... <a title="How Content Marketing Can Build Trust in Your Financial Institution" class="read-more" href="https://newstaging.evokad.com/refresh-content-marketing/" aria-label="Read more about How Content Marketing Can Build Trust in Your Financial Institution">Read more</a>

The Formula to an Effective Marketing Budget for Financial Institutions

Marketing Budgets Should Evolve with Marketing Channels Credit unions and banks are constantly striving to drive new accounts opened, products per customer and overall sales through marketing efforts. In 2017, banks spent an average of 6% of total revenues on marketing and advertising expenditures, while in 2018, annual marketing budgets are expected to increase by ... <a title="The Formula to an Effective Marketing Budget for Financial Institutions" class="read-more" href="https://newstaging.evokad.com/marketing-budget-for-financial-institutions/" aria-label="Read more about The Formula to an Effective Marketing Budget for Financial Institutions">Read more</a>

4 Steps to Earning Customer Loyalty with a Relationship Banking Strategy

      How Relationship Banking Helps Reduce Customer Attrition If another financial institution offered your customers or members a better deal, would they take it? According to a recent survey, 43% of bank customers would be quite or very likely to switch from their current bank. While poor service is ranked number one for ... <a title="4 Steps to Earning Customer Loyalty with a Relationship Banking Strategy" class="read-more" href="https://newstaging.evokad.com/relationship-banking-strategy/" aria-label="Read more about 4 Steps to Earning Customer Loyalty with a Relationship Banking Strategy">Read more</a>

Partnering with Fintechs to Market to Millennials and Gen Z

Successfully Partnering with Fintechs to Elevate Your Financial Institution’s Position Are you missing the mark when it comes to capturing Millennials or Generation Z? Whether you see it in branch or in your numbers, it might seem like Millennials and Generation Z are missing from your audience. You are not the only financial institution witnessing ... <a title="Partnering with Fintechs to Market to Millennials and Gen Z" class="read-more" href="https://newstaging.evokad.com/partnering-with-fintech/" aria-label="Read more about Partnering with Fintechs to Market to Millennials and Gen Z">Read more</a>

Elevate Your Bank’s Cross-Selling Strategy

The Personal Side to Cross-Selling Strategies for Your Bank You might feel like a broken record constantly instructing your bank or credit union employees to push new products to current customers. But cross-selling remains a proven strategy for banks and credit unions—data shows it truly drives organic growth. A customer with just one product will ... <a title="Elevate Your Bank’s Cross-Selling Strategy" class="read-more" href="https://newstaging.evokad.com/bank-cross-selling-strategy/" aria-label="Read more about Elevate Your Bank’s Cross-Selling Strategy">Read more</a>

Is It Time for Your Credit Union to Hire an Advertising Agency?

What a Credit Union Marketing Agency Can Mean for You As fintech firms and big brand names expand into the financial industry, the stakes for credit union marketing have been raised higher than ever before. These developments have left many credit union marketers wondering, “Should I call in reinforcements?” If you’ve been considering bringing an ... <a title="Is It Time for Your Credit Union to Hire an Advertising Agency?" class="read-more" href="https://newstaging.evokad.com/credit-union-hire-ad-agency/" aria-label="Read more about Is It Time for Your Credit Union to Hire an Advertising Agency?">Read more</a>