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.

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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.

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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.

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

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

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