As the VP of marketing for result150, a digital media start up for credit unions looking to connect with consumers online, I’ve had a lot of conversations with credit union marketers about the challenges in online marketing. Through clients in other financial services in the past I’ve noticed banks also face some of the same challenges. From regulation to changing demographics, marketers in financial services organizations have their hands full. Below, I’ve pulled together a list of credit union and bank marketing resources to help the financial services marketer navigate the online space.
Credit union and bank marketing downloadable resources
From ebooks to white papers here is a collection of resources including how tos and templates, some of which I’ve created myself and some are created by others. I grouped them into two categories: digital marketing which includes websites, content and advertising and social media which includes monitoring and policies.
Wondering how strong your online efforts are? How about your competitors? When’s the last time you’ve conducted a SWOT analysis. Download this ebook. I wrote it in 2013 and it includes a template for guiding your credit union or bank marketing team through the process.
Generating content that isn’t sales-y is the best way to draw new business to your bank or credit union, grow search ranking and build trust with existing depositor/borrowers or find new ones. Download this great ebook to find out how content marketing has been successful in other organizations.
While SEO is constantly changing, understanding the basics is key. No one does a better job explaining this than MOZ. Start here, and turn to them regularly as search engines update their algorithms.
When it comes to social media, your credit union or bank marketing team will want to make sure to have a social media policy in place. Download this social media policy template to serve as a jumping off place for your team.
Where do I start?
Once you have a policy in place to protect your efforts you might be wondering where do I begin? Download this guide to social media for your financial services team.
You might be thinking that social media is only a generation thing. That only young people are using social networks. Yes, social media is a great way to engage with younger demographics. Read this research, and this and this. But it’s also a key to touching the mass affluent, an older demographic, according to research in this whitepaper.
Fill a financial social media editorial calendar
Filling a social media calendar can be a daunting task especially when you have multiple social networks to manage. To help you out I maintain an actively updated list of financial social media marketing ideas organized by social network.
Credit union and bank marketing reading list and blog roll
First, a few articles on credit union and bank marketing:
Finally, the blog roll. Most of these are not within the financial services industry but they provide incredible insight on technology and consumer trends. You’re the expert on your industry, these are the experts in online marketing, social media and consumers.
What did I miss? I know there are ton of resources our there. Share what you’ve found in the comments below. Together we can make digital marketing a vibrant place for credit unions and banks and make financial topics not so scary for consumers.