Agility drives competitive advantage in crowded markets

Nov 18, 2015

Today’s business landscape is constantly changing. Customers are in the driver seat, demanding new products and services, and expecting businesses to always be available. All the while, technology lets us deliver more faster than ever before, while connecting with more and more consumers.

It’s a competitive environment. And it’s one where companies must be agile in order to meet new demands, adapt to new technology and stand out in the marketplace.

Read More >

Tags: marketing leadership, Competitive advantage, agile marketing, financial services

Is Your Team Mired in Marketing Minutia?

Oct 28, 2015

Every day, marketers are tasked with more and more responsibilities. We need to think big picture, but at the same time support sales staff spread across the country. Our productivity can take a hit when we stop focusing on innovative projects in order to cross items off our to-do list.

When we get mired in this marketing minutia – the every day tasks that keep us from planning, innovative and creating powerful new campaigns – it’s time to look for ways to streamline activities and improve productivity.

Read More >

Tags: marketing productivity, marketing resource management, Vya, streamline marketing, financial services

Simplify your marketing process for more powerful, meaningful results

Sep 24, 2015

Every day, marketing and operations teams face a number of hurdles just to get the right message in front of the right consumer. They need to help local branches and employees customize marketing materials, but still maintain oversight of marketing pieces.

Read More >

Tags: marketing resource management, marketing operations, marketing process, Vya, financial services

3 tips to reach local consumers with compelling, compliant marketing materials

Aug 20, 2015

Today, financial services marketing teams face what seem to be competing needs: They need to reach more local consumers, but still need to maintain control of marketing materials to ensure compliance is met and brand standards are upheld.

Read More >

Tags: financial services, MRM, localized marketing, local marketing, financial services marketing, compliant marketing materials

Three tips for delivering relevant, compliant local marketing materials

May 22, 2015


For financial institutions, local marketing can be tricky. Far too often, branches left to their own devices create and share marketing materials based on consumer feedback or needs. While local relevancy is important to drive sales, these materials are often not effective, lack brand consistency and miss cross-sell opportunities.

Read More >

Tags: financial services, marketing resource management, local branch marketing, legal and regulatory compliance, financial services marketing

Getting the Most From Your Co-Op Funds Investment

Sep 17, 2014

Who doesn’t want to spend money wisely? When it comes to using co-op or market development funds (MDF), effective fund management at the local level is the key to success.

Read More >

Tags: co-op marketing, manufacturing, distributors, distributed sales, financial services, insurance, co-op funds, market distribution funds, dealers, MDF funds, channel partners

Creative Multichannel Campaign Ideas for September

Aug 01, 2013

Fall is just around the corner, so prepare to ramp up your sales and marketing efforts with these September multichannel campaign ideas:

Read More >

Tags: marketing ideas, direct mail, QR code, summer, ecommerce, creative marketing, multichannel marketing, financial services, insurance, marketing campaign, email marketing, literacy, September

Creative Multichannel Campaign Ideas for August

Jul 02, 2013

As summer winds down, give some consideration to these multi-channel campaign ideas playing off of some lesser-known August holidays.

Read More >

Tags: marketing ideas, direct mail, QR code, summer, ecommerce, health care, creative marketing, multichannel marketing, financial services, insurance, marketing campaign, email marketing, social media, August, referrals, Medicare

Creative Multichannel Campaign Ideas for July

Jun 04, 2013

Just because July brings with it the dog days of summer doesn’t mean you should have to sweat your sales, too. Here are three ideas to help you get through the hot sales heat.

Theme: Summer Blockbuster Movie Season

Read More >

Tags: marketing ideas, direct mail, QR code, summer, July, ecommerce, health care, creative marketing, multichannel marketing, financial services, insurance, marketing campaign, email marketing, social media

How to Partner with Distributors on Up-sell and Cross-Sell Campaigns

May 10, 2013

Whether you are in the financial services, insurance or manufacturing (e.g. building products) verticals, planning joint campaigns with your distributed sales channels is a great way to generate new up-sell and cross-sell business. Because they already know and likely trust your business, existing customers are a prime audience for additional sales, but they may not be properly informed about the full scope of products or services in your portfolio. You may expect that your distributors are taking initiative to nurture up-sell and cross-sell business from their current customers, but they may need a little push. However, if you provide direction and make it easy for distributors to participate, you can both profit. Here’s how:

Read More >

Tags: Marketing Programs, financial services, insurance, marketing campaign, Distributed Sales Model, Building Products, MRM, marketing resource management, sales and marketing alignment, local marketing automation

SUBSCRIBE TO MONTHLY NEWSLETTER