Insights

Don’t plan your next deposit and acquisition campaign without considering this important insight.

Matthew Tilley speaks with industry experts Lisa Nicholas, Chris Phelan, and Stephenie Williams to break down the challenges marketers in financial institutions face in uncertain economic conditions, and how to work through them.

Regardless of industry, an organization needs a strong North Star to orient its teams behind. Without a well-defined — and socially sound — why powering the actions of your team, your business is destined to falter, especially in trying times.


Alyssa Armor, Director of Digital Marketing at United Community Bank, discusses ensuring the digital experience matches the in-branch experience — a key for the modern market.

The pressure to deliver immediate results has led many marketers to focus on short-term activation strategies and less on brand building. Balancing short-term activation with long-term brand investment is crucial for lasting success.

The sheer volume and complexity of consumer data can be overwhelming, and effectively managing and utilizing it requires collaboration. By harnessing the power of first- and third-party consumer data marketers can achieve greater success.


A strong customer engagement strategy starts with having the right data to provide answers to the right questions.