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.

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

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.

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

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.

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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.

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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.

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Tags: Blog, 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:

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

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.

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Tags: Blog, 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

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Tags: Blog, 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:

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

From Net Finance 2013: The Mobile Challenge

May 09, 2013

On Tuesday, we discussed how mobile wallets, money movement and the branch experience are changing the game, and in many ways those three factors affect and are affected by the rising tide of mobile. The question now facing banks is: Will they rise with that tide, or be consumed by it? It was one of the major topics covered at Net Finance 2013 last week, so let’s continue our recap with a look at three mobile-related issues banks will have to adapt to:

IT and marketing cross-over
A big concern for banks is the new demand placed on their IT departments. And it really isn’t so much the demand, rather the expanded role it gives IT, one that has a tendency to cross over into marketing’s territory. Usability and consistency across mobile devices is critical and it’s IT’s job to make sure both of those elements are in place.

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Tags: Blog, digital marketing, mobile marketing, mobile banking, bank marketing, net finance 2013, security, technology, financial services

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