Kandi O'Connor

Find me on:

Recent Posts

Bank Marketers: Charting a Path to Strategic Impact

Mar 01, 2018

In its 2018 Banking Outlook report, Deloitte’s Center for Financial Services talks about the multiple challenges banks face as they aim to transform into “more strategically focused, technologically modern and operationally agile institutions.” Among the challenges Deloitte identifies are: complex and diverging regulations, legacy systems, disruptive models and technologies, new competitors, and an often-restive customer base with ever-higher expectations.

Read More >

Tags: bank marketing, financial services, marketing strategy

Rebalancing Act: Shifting Staff Focus from Martech Back to Marketing

Sep 28, 2017

How would you characterize the strength and effectiveness of your marketing organization? Do you have the right talent, martech tools and focused strategy required to compete at the level necessary to grow within your industry?

Read More >

Tags: marketing as a service, marketing technology, human resources, marketing staff, MaaS, martech

How Marketing as a Service Works for Lean Marketing Teams

Aug 31, 2017

Technology’s role in transforming marketing cannot be understated. Digital channels, automation and a multitude of platforms have helped expand the marketer’s role, requiring expanded skillsets and increased IT investments for successful execution of marketing plans. Yet most marketing teams remain understaffed and overburdened. It is in this environment that marketing as a service (MaaS) has emerged.

Read More >

Tags: marketing resource management, marketing as a service, marketing technology, MRM, human resources

Getting the Banking Customer Experience Right

May 16, 2017

Relationships have always been at the core of bank marketing success. While face-to-face transactions and handwritten notes have largely given way to mobile deposits, online bill paying, emails and texts, knowing and connecting with your customer on a personal level is as important as ever.

On the path to building lasting customer relationships, bank marketers must distinguish themselves from ever-increasing competition. There’s also the pressure to rise to elevated consumer expectations that are based on the streamlined, personalized experiences perfected by companies like Amazon and Uber.

Read More >

Tags: bank marketing, financial services, banking customer experience, local marketing, brand consistency

How to Support Your Local Associates for Successful Community Sponsorships

Apr 20, 2017

Whether you’re a bank with local branches or a franchise business with multiple locations, local sponsorships offer a powerful way for your local representatives to build relationships and visibility in the communities they serve. Sponsorships are effective because supporting local sports teams, charitable causes, the arts and other cultural organizations puts your brand in front of the customers and prospects you most want to reach at the local level.

Read More >

Tags: bank marketing, financial services, community sponsorship, franchise, legal and regulatory compliance, brand consistency, local advertising, local marketing

Don’t Get Knocked Off Balance by the Swinging Pendulum of Bank Regulation

Mar 23, 2017

With the recently signed executive order requesting a review of the Dodd-Frank Act, the Trump administration has taken a first step toward potential regulatory relief for banks and financial services companies. Experts and influencers on both sides of regulation are already fiercely debating the merits and failings of the current law and any possible rollback of it. At this point, the result of such a review is uncertain. What is clear is that change is most definitely in the air.

Read More >

Tags: bank marketing, marketing resource management, brand consistency, legal and regulatory compliance, mortgage marketing, financial services, bank marketing compliance

3 Tips to Engage Branches in Local Bank Marketing

Jul 20, 2016

Branch employees are the face and voice of your company to local communities. Engaging local branches and ensuring they use appropriately branded and compliant marketing material is a challenge that can seem insurmountable. It’s essential to achieve the right balance between empowering branches to reach local audiences with relevant messages and the clear need for oversight in order to maintain compliance and brand consistency.

Read More >

Tags: bank marketing, financial services, marketing platform, streamline marketing, marketing resource management, brand consistency, legal and regulatory compliance

Ideas for Grand Opening Event Success in a Distributed Marketing Model

Jun 09, 2016

Managing local grand opening events can be a challenge when you operate in a distributed marketing model. As a corporate marketer you want to support the success of the new location and ensure brand consistency. At the same time, you want to enable your local team the flexibility to create an event that resonates with their local market.

We’ve supported many clients’ local grand opening events. From franchisors facilitating new franchise openings to banks launching newly acquired local branches, here are some guidelines based on our experience:

Read More >

Tags: brand consistency, distributed marketing, grand opening event ideas, franchise, franchisee marketing, bank marketing

Localized Marketing for National Brands

Mar 24, 2016

We’ve all heard it before: Content is king. But how are you getting the most out of your content? A big part of what makes content “good” is context – where is the content showing up and who is reading it? Did the audience discover the content on their own, or did the content find them? In other words, localization of content is incredibly important. Local sales channels need to be able to utilize messaging that’s directed toward their audience, not be stuck with a one-size-fits-all approach.

Read More >

Tags: localized marketing, local marketing, local marketing automation

Interactive Displays: Revolutionizing the Customer Experience

Feb 24, 2016

By the time a customer walks into your location, he or she has already had multiple interactions with your brand, many of them online. They came in wanting something more – an experience that not only drives them to make the purchase, but form a deeper bond with your brand and your offerings. The fact they are in your location means they’ve decided to take the relationship with you one step further – what are you doing to engage them?

Read More >

Tags: customer experience, Retail, interactive displays

SUBSCRIBE TO MONTHLY NEWSLETTER