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

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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