"Financial Services Industry 101: A Vision for the Future" (PDF)
The article was created for new marketing professionals looking for up-to-date industry trends and how they may impact the role of marketing and the bank as a whole. We invite you to read further for insights and opportunities, which may be helpful for your marketing and strategic planning.
"Developing A Marketing Plan" (PDF)
Many banks are trying to compete effectively in markets that are deluged with a wide range of competition. No longer is the bank down the road considered your only competitor; brokerage firms, insurance agencies, grocery stores, check cashing offices, lending offices, and even the Internet are to be considered as well. Sticking your head in the sand in hopes that they will all go away will only lessen your effectiveness in your marketplace. Times are not changing, they have already changed.
"Calculating Marketing Budgets" (PDF) New!
One question often asked by marketers and bank executives is "How do we determine the size of our marketing budget?" According to Mary Ann Pezzullo, author of the ABA publication Marketing Financial Services, there are a few different ways to calculate a bank's marketing budget.
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