The State of Financial Services Marketing: The Role of Financial Education is a groundbreaking new study of bank and credit union marketers detailing the priorities, challenges, and opportunities related to financial education, and consumer acquisition, cross-sell and retention.

Download the full report and learn how marketers from ever asset size are integrating financial education alongside digital strategies like content marketing, online and mobile advertising, and more.

Download the guide and you’ll learn:

  • The priorities of +125 bank and credit union marketers
  • How financial education is integrated into consumer marketing
  • Where budget dollars are allocated into channel strategy
  • Products and services seen as priorities for promotion