2026 FI Marketing Trend Report

What 2,989 campaigns across 90 banks and credit unions tell us about what's actually working in financial institution marketing right now.

Your peers are doing things that might surprise you.

We analyzed 2,989 campaigns across 90 banks and credit unions -- and what came back wasn't what most FI marketers expected. Some of the highest-performing strategies are ones the industry has largely written off. Some of the most common assumptions are quietly costing institutions response rates, relationships, and revenue.

This report doesn't tell you what you want to hear. It tells you what the data actually says.

Read the industry insight

Marquis

Over 700 financial institutions in North America have trusted Marquis' software and consulting solutions for over 30 years. Marquis features a robust offering of marketing and compliance data analytics, marketing automation tools, professional services, CRM software, Exam-ready compliance software, and a full array of analog and digital marketing tools including direct mail, email fulfillment, and website tracking. ABA endorses Executrax and Ontrax data analytics solutions for marketing and business intelligence.

2026 FI Marketing Trend Report

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