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
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
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.
Tags: marketing resource management, local branch marketing, legal and regulatory compliance, financial services marketing
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.
Tags: co-op marketing, manufacturing marketing, distributors, distributed sales, insurance, co-op funds, market distribution funds, dealers, MDF funds, channel partners, financial services marketing
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:
Tags: marketing ideas, QR code, summer, ecommerce, creative marketing, multichannel marketing, insurance, marketing campaign, email marketing, direct mail marketing, literacy, September, financial services marketing
Jul 02, 2013
As summer winds down, give some consideration to these multi-channel campaign ideas playing off of some lesser-known August holidays.
Tags: marketing ideas, QR code, summer, ecommerce, health care, creative marketing, multichannel marketing, insurance, marketing campaign, email marketing, direct mail marketing, social media, August, referrals, Medicare, financial services marketing
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
Tags: marketing ideas, QR code, summer, July, ecommerce, health care, creative marketing, multichannel marketing, insurance, marketing campaign, email marketing, direct mail marketing, social media, financial services marketing
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:
Tags: Marketing Programs, insurance, marketing campaign, Distributed Sales Model, Building Products, MRM, marketing resource management, local marketing automation, financial services marketing, sales and marketing alignment
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.
Tags: digital marketing, mobile marketing, mobile banking, net finance 2013, security, technology, financial services marketing
May 07, 2013
Last week I had the immense pleasure of attending Net Finance 2013 in Phoenix, AZ. Speakers included big names like Larry McClanahan, VP of Digital Delivery at Fifth-Third; Patrick Myron, VP Distribution Marketing at Fifth-Third and Marc Warshawsky, SVP Mobile at Bank of America, and there was a lot of good information to take away from every session. I thought it would be great to share some of the highlights and key messages in this week’s posts and discuss how it all ties back into digital marketing.
One of the biggest topics (and one I found most interesting) was a panel discussion breaking down disruptors in the banking industry. There are currently three major issues banks have to answer and adapt to: mobile wallets, money movement and the branch experience.
Tags: digital marketing, mobile banking, mobile wallet, net finance 2013, money movement, online banking, email marketing, direct mail marketing, financial services marketing
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