As an industry, we spend vast amounts of money, not to mention time and internal resources, to market our institutions—to get them to choose us. We brand. We market. The role of the marketing professional is to get consumers—the team captains—to pick our financial institution first. To be most effective, we must have true alignment between marketing and execution, which depends on four factors: product knowledge, customer service, accountability, and incentives. Join us as we figure out how to keep your financial institution from being left on the sidelines.

Knowledge Level: Basic
Pre-Requisite: None
No advance preparation required
CPE Field of Study: Communication & Marketing