Three words for every financial marketer today

After visiting with different credit union and bank marketing executives and discussing their challenges, it’s clear many are facing the same frustrations. Not enough time in the day. Overloaded with data. Can’t keep up with industry changes.

And as a former credit union marketing executive who spent 20 years in the financial marketing trenches, I get it.

Here are the three words every financial marketing executive today needs to know and own when it comes to their marketing strategies:

Automation

The more you can automate, the more you can grow. It’s that simple.

In the past, marketing automation simply meant scheduling social media posts a few weeks in advance or sending a couple of emails after a consumer opened an account. It freed a few hours in your work week but produced little else in terms of ROI.

 

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