Bank Marketing Articles & Best Practices

Free Marketing Insight for Banks and Credit Unions.

4 Strategies for Improving the Number of Customer and Member Email Addresses

Improve your number of customer and member email addresses with...

Best Practices for Maintaining Email Address Hygiene

Clean up invalid email addresses with these best practices for...

6 Key Elements of Effective Postcard Design

Create effective postcards for your promotional campaigns with these 6...

How to Promote Checking Account Go-With Products

Build the perfect onboarding schedule to promote checking account go-with...

4 Surveys Your Bank and Credit Union Should be Sending

Learn to improve customer experience, relationships, and retention rates by...

Onovative Featured in CU Management Automating Marketing Article

The October 2018 issue of CU Management features Onovative in...

Sample Checking Account Campaign for Growing Deposits

Apply your marketing skills and research to create a solid...

How These 4 Banks are Winning New Checking Accounts

Stock up on these examples of how big banks win...

3 Ways to Capture New Checking Account Relationships

Create a winning checking account campaign by understanding audience interests,...

Capture New Checking Account Relationships with this Free Tool

Learn how Google Trends can help you plan a new...

Research Your Way to a Successful Checking Account Campaign

Soak up these fresh insights for creating a successful checking...

How One Credit Union Generated 200x Return with a Holiday Personal Loan Offer

Learn how one credit union generated 635 new personal loans...

Why Banks and Credit Unions Should Be Sending More Promotional Emails

Learn how to define and refine your financial institution's unique...

How to Use a Financial Needs Assessment Survey to Improve Your Marketing Strategy

Learn how one simple, annual survey can provide a tremendous...

How to Plan an Auto Loan Campaign with Keyword Research

Learn how to identify keywords people use in search engines...

How 3 Massive Banks Promote Their Auto Loans

Learn how three of America's Biggest Banks Promote Auto Loans...

Sample Three Touch Auto Loan Campaign

Take your web research and marketing skills to the next...

How to Create a High Converting Auto Loan Campaign

Learn how to use free Google tools and insights from...

How Search Trends Can Improve Your Auto Loan Campaign Results

Learn how to use Google Trends to identify the times...

5 Factors Small Businesses Consider When Shopping for a Bank

What causes a small business to choose one bank over...

Student Loan Tips to Share on Your Social Channels

Share these free designs on your social channels to help...

Back-to-School Content for Your Social Channels

Free back-to-school related content for your bank or credit union’s...

Setting Up Automated Holiday Communications - Core iQ

Sending holiday hour notifications with a greeting leads to good...

Holiday Content Calendar for Banks and Credit Unions

Need free ready-to-use collateral to fill up your holiday content...

Ultimate Bank & Credit Union Survey Resource

There aren't many survey resources dedicated to banks and credit...

Engage Your Social Followers with Shareable Graphics

As a bank or credit union, it's tough to get...

How to Build Bank and Credit Union Surveys

Learn everything you need to start creating surveys that unlock...

Free Summer Content for Your Bank or Credit Union Social Channels

Stock up on free social content this summer, made specifically...

5 Sharable Infographics for Vacation Financing

Share these infographics on your bank or credit union’s social...

Free 4th of July Designs

As the 4th of July holiday approaches, let your account...

Calculating Cost per Conversion - Core iQ

Have you ever wondered how much it costs your bank...

How Core iQ Saves You Marketing Design Time

A lot of thought and hard work goes into every...

5 Free Memorial Day Designs

Download and modify any of these free Memorial Day designs...

5 Summer Savings Tips For Your Social Accounts

Creatively promote your financial institution's products this summer while also...

Create an Amazing Financial Literacy Month Content Campaign

Push out a financial literacy campaign across your social channels...

Promote Youth Savings with your Very Own Coloring Contest

Promote youth savings by having a coloring contest at your...

Youth Savings Infographics

April is National Credit Union Youth Month. Share these free...

Financial Literacy Month Free Resources

Use these free sharable designs to promote financial literacy month...

Should the Word “Cross-Sell” Be Used for Internal Discussions?

The word "cross-sell" has become a tricky topic for banks...

7 Google Search Tricks Every Financial Marketer Should Know

Improve your search results and save time using these 7...

Tax Tips for Millennials

Tax season isn't easy, especially for millennials. Provide them with...

Unlock the Secret to Boosting Loyalty Among Millennials

Learn why sending birthday greetings can strengthen your B2C relationships,...

Presidents’ Day Downloadable Designs

Download these 6 free pieces of content in celebration of...

5 Free Unique Valentine’s Day Designs

Download these 5 free pieces of content to spread the...

How and When Should Financial Institutions Verify, Update Account Holder Information?

Making sure your account holders' information is up-to-date is challenging....

5 Free Graphics to Promote New Year’s Savings

Help your account holders keep their new year's resolution of...

5 Martin Luther King Jr. Day Shareable Designs

Download these 6 free pieces of content in celebration of...

Core and System Conversion Resources

Best practices for communicating with customers during a bank or...

Print vs Email Communications During a Core Conversion

Keeping account holders well informed during a core conversion is...

Regular Communications vs Critical Communications – Core Conversion

Account holders need to be kept up-to-date on your core...

12 Days Of Holiday Content For All To Share

Download these 12 free pieces of content to help spread...

Free Content to Help Financial Marketers Communicate with Millennials

Download these 5 free pieces of content to help increase...

Two Communications Are Better Than One

Sending out only a direct mail or email campaign is...

How to Build a Lasting Relationship Through Customer Satisfaction

Keeping customer satisfaction up is imperative in the financial industry...

5 Ways to Get More Out of the Cross Sale Opportunity Report

Building a dynamic cross-sell customer list can be tough. Let’s...

Don't Waste Time, Save Time When Generating a List of Account Holders

Take the guess work, going to multiple places, and wait...

Create an Awesome Postcard with Photoshop in 3 Steps

Design can be a tricky subject for any marketer, use...

Add one thing to your communications to cross-sell like a boss

One quick way to use social proof in your cross-sell...

The Value of a Welcome Letter

Welcome Letters can create a lot of value for financial...

Welcome Letters that Fit Your Audience by Age

A welcome letter is an essential part of any onboarding...

Branch Closures - What You Need to Communicate to your Customers

Branch closures are on the rise. Find out what you...

EMV Cards - How They Affect Financial Institutions

EMV credit and debit cards are new to the United...

Why Having a Mobile Banking App is Important

Mobile banking apps are extensions of a physical branch. Users...

One Amazing Google Analytics Report for Bank Marketers

Using the Treemap Report in Google Analytics, bank and credit...

Can One Person Bank Marketing Teams Thrive?

An exploration of how one-person bank and credit union marketing...

Bank and Credit Union Guide to Cross-Selling on Facebook

This guide shows bank and credit union marketers how to...

Onovative Featured in Credit Union Management Onboarding Article

The June 2015 edition of CU Management features Onovative in...

12 Credit Union & Bank Marketing Tips from Top Consultants

Three great bank and credit union marketing consultants give practical...

Banks & Credit Unions - Bring Digital Strategy Together

Whether your bank or credit union uses technology, an advertising...

Digital Innovation and Winning Every Interaction

Last week in bank marketing told us to pave the...

The Future of Banking Looks to be Digital

Each week Onovative takes a look at the top bank...

In Search of Profitability by Customer Segment

Every Bank and Credit Union wants to acquire profitable new...

Onboarding, Smartphones and Data

There were a lot of great bank marketing posts being...

4 Main Reasons Small Businesses Switch Banks

In order to protect and grow the relationship it is...

Six Tips for Keeping Your Bank's Marketing in Compliance

When it comes to advertising and marketing, banking institutions have...

Will People Use Bank Products Offered By The Postal Service?

We asked 500 consumers if they would use the US...

Why Your Customer’s First 90 Days Are Critical To Your Bank’s Growth

There is no question that first impressions are important. However,...

45% Say They Would Leave A Bank That Had Mobile Banking Fees

Should banks and credit unions be charging fees for use...

46% of Consumers May Not Use Debit Card Post Target Breach

In our most recent survey of bank and credit union...

1 Out of 5 People Still Carry A Checkbook With Them On A Daily Basis

In our most recent survey of bank and credit union...

Loyal Customers Value Branch Location More Than Online Banking Options

According to our most recent survey of bank and credit...

Wealthiest Customers Rate Mobile Banking Quality the Lowest

According to our most recent survey of more than 1000...

27% of Smartphone Owners Use a Mobile Banking App

According to our most recent survey of more than 1,400...

Banking’s Youngest Customers Are Not Happy With Online Bank Access

According to our most recent survey of more than 1000...