Blog

What’s on Deck for 2019: Financial Marketing Trend Predictions

Posted by David Acevedo

2019-financial-marketing-trend-predictions

Another year has almost come and gone, and now it’s time to start looking ahead to what 2019 will bring. With emerging technologies and evolving customer expectations in the financial industry, community banks and credit unions need to be prepared to adapt their approaches to marketing, sales, and customer service in the coming year.

Here’s what we predict will be the top four financial marketing trends in 2019 — stay focused on these to get the most ROI from your marketing efforts this year.

Read More

Topics: Sales & Marketing

How to Grow Your Corporate Customer Base

Posted by Keith Twisdale

grow-corporate-customers

For community banks and credit unions, commercial marketing can and should look very different from retail marketing.

That’s because these two customer types have different banking needs, priorities, and preferences. If you’re looking to grow your corporate customer base, you need to have a clear understanding of all of these factors so you can effectively reach your targets.

Follow these three tips as you create and execute your corporate marketing strategy.

Read More

Topics: Sales & Marketing

Don’t Lose Sight of Your Brand

Posted by Rebecca Key

dont-lose-sight-of-brand

Technology has changed the way financial institutions conduct their operations and market to customers, and it’s nearly impossible for banks and credit unions to be successful without it. With new innovations in artificial intelligence, data analytics, virtual reality, and more, there are a lot of possibilities for tapping into customer behavior and executing more targeted marketing strategies.

But, it can be easy to get too focused on the prospect of new technology and insights that the core of your company - your brand - gets lost. That’s why your IT decisions must align with your overall brand strategy.

Consider these tips for how you can use technology not only to expand your customer base, but to enhance your brand awareness and achieve broader marketing goals.

Read More

Topics: Sales & Marketing

How to Choose and Implement the Right CRM

Posted by Rebecca Key

10-minutes-with-David-Acevedo

Customer relationship management (CRM) platforms continue to be a staple in sales and marketing departments across financial institutions. According to the 2018 Guide to Financial Marketing, 54% of organizations have a CRM, and 22% intend to have one within the next 12-18 months.

For those 22% looking to implement a CRM platform, there are a lot of factors that go into making a decision and then actually implementing the system. In a recent interview with St. Meyer and Hubbard, 360 View Senior Vice President and National Sales Director David Acevedo shared his thoughts on how to select and implement the right CRM for your business.

Here’s what he had to say:

Read More

Topics: Sales & Marketing, CRM

Why Budget for a CRM in 2019

Posted by Keith Twisdale

Budget-for-CRM-in-2019

The fourth quarter of the fiscal year is half over and that means budget planning is well underway. No, not the most exciting thing to do in the remaining months of 2018, but necessary nonetheless.

There are a lot of factors that go into a bank’s budget, but one thing that’s important not to overlook is your technology investment. And, this starts with a robust CRM platform.

With the right CRM in place, you’ll be equipped to launch strategic sales, service and marketing initiatives that benefit your business and attract the right customers in 2019. Consider the following reasons for including a CRM in next year’s budget.

Read More

Topics: Sales & Marketing, CRM