financial marketing


The Ultimate Guide to
Financial Marketing Success

An Interactive Toolkit for Banks & Credit Unions


The competitive landscape for financial marketing is constantly shifting with fintechs, national, and local financial institutions competing for new consumers every day. The modern consumer is inundated with choices when it comes to how and who they bank with.

As a result, what success looks like for a financial marketer is constantly changing — the channels and loyalty campaigns that once worked are falling flat, and new consumers are proving harder and harder to acquire. The best financial institutions are winning on consumer loyalty and standing out in a sea of financial providers by incorporating one core principle into their work: financial education.

Download this 6-step guide for expert research, trends, tools, and templates to help you build financial education into your full marketing strategy.


  • 7 worksheets for goal setting, persona profiling, channel efficacy & more
  • 4 case studies illustrating successful financial education programs in action
  • Expert tips on how to gain stakeholder buy-in
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