Here are a few of the questions we hear most often. If you don't find what you're looking for, use the Contact Us option at the bottom.
During the first 2-4 weeks of service with a new client, our team works with your marketing team and any relevant senior managers to identify SMART goals for growth in the coming 12 months. We then craft a strategy that combines marketing and sales efforts to drive reach, traffic and lead generation to pages on your website that will directly impact these identified goals.
This process is done through team conference calls, and strategy drafts include tactical steps, larger objectives, and realistic benchmarks, as well as Key Progress Indicators (KPIs) to help track efforts
Yes, there will be factors that vary, depending on the current segment of customers/members served by an institution and the marketing and sales budget available. However, even small to mid-sized Financial Institutions can benefit from a more strategic digital marketing and sales approach. Small budgets can still have a positive impact on digital marketing and sales success.
We will make suggestions for content and email wording that is specific to your region, as well as any relevant seasonal interests or local trends for your financial products and services.
We provide a detailed monthly ROI report for your staff that pulls key progress indicators from a variety of sources, all with the goal of efficiently summarizing results and identifying areas for improvement.
These reports offer detailed metrics for marketing team reflection, as well as highlight summary metrics that are used for reporting to senior management.
Yes! We have multiple case studies published on our website and we also have lots of testimonials from past and current clients. There are no guarantees in life, but we pride ourselves on not requiring long-term commitments from our clients, so they can leave at any time!
Inbound marketing focuses on creating content that pulls people toward your company and products by delivering relevant content when they need it the most. Target will typically consume your content during their buying journey and eventually identify themselves and request more information or make a purchase.
There are 4 stages that are critical when you are talking about inbound marketing: Attract, Convert, Close & Delight.
Inbound marketing is the method of attracting prospects to your business and your offered products or services by creating related content and incentives or offers, which inspire people to action. Target will typically consume your content during their buying journey and eventually identify themselves and request more information or make a purchase.
Inbound marketing involves content marketing, Search Engine Optimization (SEO) and social media marketing.
Outbound marketing is typically accomplished through more traditional approaches such as direct mail, telemarketing, email marketing, and in-person or business development events.
There's a place for both in a well-designed marketing and sales plan.
Definitely not. Often marketing departments will spearhead the start of a new Inbound marketing effort at an institution, but it should not stop there. Once leads begin to flow in the door of your financial institution you will need to involve sales in the follow-up process. We recommend having a plan that will lead to a team of marketing and sales professionals working together to respond to Inbound leads.
At a Credit
Yes, we believe it does.
Banking is a highly regulated industry and many "whizz-bang" approaches to sales and marketing campaigns don't meet compliance and regulatory guidelines.
You want to work with an agency that understands the industry, and is working with a community of other institutions just like you! You'll benefit from the experience and knowledge of like-minded individuals when you work with an agency like
YES! In fact, it aligns perfectly because the Inbound methodology is incredibly service oriented. This approach to marketing and sales is designed to provide benefit and visible value first and convert new business second, which makes a lot of sense with a communitiy banking mission, which is to serve your members and communities first.
Our team works alongside your internal marketing and sales staff to supplement your existing efforts on social media and bring a more strategic approach to all of your social media campaigns.
We do not 'take over' all posting on social media, but instead provide additional content and training to enhance what you may already be doing. We also provide on-call coverage during evenings, weekends and holidays to give your team added support.
We have a Services & Pricing page on our website that outlines some of the basic costs of our services. However, all of our proposals are customized based on the individual needs of the client.
One thing to note... we are not the cheapest social media marketing agency, but often in
Absolutely NOT! We pride ourselves on allowing all of our clients to change or end our services at any time, with 30 days written notice.
We do typically ask that retainer clients sign a 12-month proposal, which cuts down on administrative costs of producing new proposals more often than necessary, but the level of service can be adjusted any time, with 30 days notice.
We believe that there are a number of key advantages to a Bank or Credit Union working with our agency.
1. We have decades of experience working with Community-Based Financial Institutions. Some more general agencies might say this isn't a huge factor, but we completely disagree. Specializing in the industry gives us the experience we need to drive the specific kinds of growth that matter most to Banks and Credit Unions. Those are customer retention, cross-selling, consistent loan volume/growth, and increased share of wallet.
2. We are also a teaching agency, which means that we work WITH your staff and train and empower them every step of the way. We are not in the business of creating relationships with our clients that make them overly dependent on our services, even if they'd rather do the work on their own. So we set up our clients for success in the future, with or without us in the picture!
YES! In fact, we think of ourselves as a Teaching Agency. We partner with your team to guide them every step and teach them what we are doing, as we do it. This way you will never find yourself in a situation where your staff members are overly dependent on an outside agency and don't really understand what campaigns or ads are running.
Yes and no. We are happy to reduce some levels of our service when absolutely necessary, but that typically will involve the amount of reporting we will provide (monthly vs. quarterly) or the frequency of phone calls with your team (one vs. two calls per month). These can usually be adjusted once services fully are up and running.
What we cannot change is the onboarding process or the level of training, content and ad support, and strategy we provide. This is because these are all elements which are essential to the success of our work with your institution and the value they will drive will far outweigh the cost.
Impacting bottom line revenue with social media is a multi-step process. Once specific target areas for revenue growth have been identified, we work with clients to enhance their campaign reach and engagement through social media. As you are building rapport with users on social you are also staying top of mind with those customers or potential new members.
Then we create more targeted ad campaigns on your social platforms that would put your specific products and services in front of those users who you have already been interacting with in other ways. This leads to more efficient click-through rates with lower costs. This more engaged traffic has great potential for conversions on your website or via email follow-up, and this is how social media can lead to increased revenue growth.
Because we touch base with your team twice a month we are able to coordinate any content or ads on social media with your larger marketing campaign goals and objectives.
So, for example, if you are running a CD rate promotion and want to share this on social media we might recommend that you target users on social media who are NOT current customers/members, as these promotions are often designed to drive new deposits rather than creating situations where you might have to re-price products for existing customers.
So we make sure that social content and support will complement your overall marketing campaigns and increase the reach and engagement of those efforts.
Typically we do not work with clients who don't have the budget for social media advertising for a few reasons. First, without ad support, the results of marketing on social media will be very, very limited. Realistically it's important for all clients to understand that social media are pay to play platforms for businesses.
That said, these budgets can be relatively low. We can accomplish remarkable engagement and reach for clients with budgets as low as $500-800 per month, depending on the size of your target market. We actually see great results with social ads, so the ads are definitely worth the investment.