Building the business and marketing case to support your branch

Is your branching strategy driving growth or presenting a barrier to success?

Building an effective business and marketing case to support each of your branches is critical to meeting your credit union or community bank’s objectives, but for this to work your KPIs and marketing plan needs to be aligned with the people in your market and their product needs.

On Tuesday, February 9th we’re hosting a webinar in partnership with EmpowerFi where we’ll dive deep into building an effective business and marketing case that drives growth at each one of your branches.

There are three core components: rely on data as much as possible to guide your expectations and goals, build a realistic set of KPIs and metrics, and differentiate your financial institution in the local market. We’ll also present anonymized case studies to illustrate the impact that strategic decisions can have on retail banking goals.


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