Stay up to date with the latest trends, insights, and innovations in print, marketing, and design — straight from our team of experts
As a bank marketer, you’re on the front lines of a generational shift. The old playbooks for customer acquisition no longer apply. Gen Z, aged 13-28, and millennials before them want more than just a place to invest. They seek a financial partner who understands their needs. This isn’t a
From data-driven direct mail campaigns to integrated print + digital solutions, we’re here to help banks grow with confidence.
Have you ever opened an email or app notification from your bank and been amazed at how perfectly it aligns with your needs at that moment? Perhaps it was an offer for a home loan just as you were browsing listings or a tailored savings plan after a large deposit.
Have you ever wondered if your bank’s direct mail campaigns are truly reaching the right audience or delivering measurable results? Direct mail remains a powerful marketing tool for banks, helping to build trust and communicate important offerings. However, without proper tracking, understanding its effectiveness can feel like trying to read
Here’s an important statistic, studies show that direct mail generates a much higher response than many other marketing channels, for example, it has a 29% higher response rate than email marketing. This is amazing for bank marketers, but how can these same banks make sure their direct mail efforts stand
High-quality print, material and finishing plays a critical role in bank marketing today. The right print finishing options can make your bank’s brochures, flyers, and direct mail stand out, capturing customer attention and increasing your brand’s visibility and image. Customers are more likely to remember and trust materials that promote
[et_pb_section fb_built=”1″ _builder_version=”4.27.0″ custom_margin=”-250px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”||25px||false|false” global_colors_info=”{}”] A 2024 online survey conducted by Jack Henry™ of 127 bank and credit union CEOs with assets ranging from under $500 million to more than $10
In the banking industry, security is a top priority, especially when handling sensitive documents such as checks, account statements, loan agreements, and other financial records. As cyber threats continue to evolve, banks face increasing pressure to ensure that their printing processes are secure to protect confidential information from unauthorized access,
Every one of Beratung Advisors’ clients go through its 6-step Financial Planning process. The process, which is succinctly outlined on its website, every aspect of a client’s financial picture is reviewed and presented so that they understand the dynamics. In the first session—the “Listen” meeting—advisors get to know the client’s
The financial planning services at The Monitor Group is a highly personalized process complemented by a genuine interest in protecting its clients. The Rockville, Maryland firm’s annual retention rate is 99%, with many of its clients having been there for 10, 15 and even 20 years. That client engagement process—a
