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.

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

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.

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

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:

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

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.

Tags: localized marketing, local marketing, local marketing automation

The onset of the Digital Age has added layers of complexity to the challenges faced by marketing leaders. For those in a distributed marketing environment, where corporate marketing and local sales channels simultaneously represent a single brand, the increase in complexity is exponential.

Tags: marketing resource management, local marketing, distributed marketing

As many marketing professionals know, the marketing management process often gets bogged down in redundant, routine tasks. These tasks, such as tracking down approvals, locating collateral, managing budgets, do little to help you achieve corporate goals. To really make an impact on the business, marketers need to identify opportunities to automate insignificant tasks to free up time for strategic endeavors. Marketing resource management (MRM) systems are one example of a technology designed to optimize marketing workflow. Here’s your guide to opportunities for optimizing your marketing management process.

Tags: brand management, campaign management, marketing resource management, local marketing, marketing operations, distributed marketing, marketing management process

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.

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

Inspiring brand loyalty these days can be challenging. Many experts argue that building loyalty is no longer just about offering the best prices or strong customer service, but rather the entire experience a consumer has with your brand, its products, services and your employees.

Tags: insurance, Insurance Marketing, Vya, customer onboarding, brand loyalty

There’s no industry more dynamic than the insurance industry. Facing strong competition, evolving customer needs and strict regulation, insurance companies need to be able to operate consistently—while also staying flexible to quickly adapt to change.

Tags: insurance, Insurance Marketing

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.

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