How to Scale Localized Marketing

May 12, 2016

Often we are approached by companies that are experiencing tremendous growth. Sometimes it’s a bank that has made an acquisition and is in the process of integrating many new bank branches into their corporation. Other times it’s a franchisor who has many new locations under construction or has several new franchisees under contract. It’s exciting to be part of a growing business; but it can also be stressful, especially for the corporate marketing department.

Read More >

Tags: bank marketing, financial services, localized marketing, marketing productivity, marketing resource management, local marketing automation, franchise, scale local marketing, franchise marketing software

Looking forward: 3 marketing innovations for 2016

Dec 22, 2015

Last week, we took a moment to look back at 2015’s biggest marketing trends. This week, we’re looking forward to the marketing innovations in store for 2016.

Read More >

Tags: financial services, marketing strategy, marketing innovation

Looking back: 4 marketing trends of 2015

Dec 17, 2015

Taking a look back at some of 2015’s biggest marketing trends can be a great way to review the year, and think toward 2016 marketing strategy – if you haven’t already done so.

Read More >

Tags: financial services, marketing strategy, personalized marketing

Agility drives competitive advantage in crowded markets

Nov 18, 2015

Today’s business landscape is constantly changing. Customers are in the driver seat, demanding new products and services, and expecting businesses to always be available. All the while, technology lets us deliver more faster than ever before, while connecting with more and more consumers.

It’s a competitive environment. And it’s one where companies must be agile in order to meet new demands, adapt to new technology and stand out in the marketplace.

Read More >

Tags: marketing leadership, financial services, Competitive advantage, agile marketing

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.

Read More >

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.

Read More >

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.

Read More >

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.

Read More >

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.

Read More >

Tags: 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:

Read More >

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

Subscribe Here!

Check out our podcast Bank Marketing Today by Vya