MONTHLY ENGAGEMENT: Bank Marketing Services
Stand Out from the Crowd with Expert Bank Marketing Services
“How are you able to do so much with so few people?” is a question any marketing executive of an under-resourced financial institution should want to be asked.
Outsource exactly what you need to maximize your marketing impact without breaking the bank. We merge strategic marketing and financial expertise to execute a comprehensive suite of solutions to boost your brand, engage customers, and drive growth.
Whether your internal team just doesn’t have the resources to tackle a new initiative or you’re ready for acceleration, this service is for you.
STRATEGY
Iconic brands see shorter sales cycles and higher margins. We lead you to the fastest, most favorable outcomes.
EXECUTION
We start with the low-hanging fruit and build ROI-positive sales funnels from net-new revenue.
RESULTS
Ready to transform marketing from a necessary evil to a growth engine? Let’s help potential customers fall in love.
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Se Habla Español
Get Our Outsourced Bank Marketing Services
On a Budget Friendly to Your Needs
Go-to-Market Planning
Crafting a successful entry strategy is key. Our Go-to-Market plans align with your business objectives, leveraging market insights to hit target KPIs and resonate with your ideal customers.
Annual Marketing Plan
Navigate the year with a robust annual marketing plan that ensures consistency and effectiveness across all your marketing channels.
Sales Funnel Audit
More than just conversion rate optimization. Our audit defines bottlenecks, identifies action items to boost conversions.
SEO Optimization
Boost your online visibility and outrank competitors with our SEO optimization strategies, designed to enhance your digital presence and attract organic traffic.
PPC & Paid Media
Laser target just the right demographics and locations to support branch openings, new products, & more.
Social Media Management
From content development to posting and management, our Social Media Management service elevates your brand on platforms that matter. Engage your audience with compelling content and foster meaningful connections.
Collateral Development
Make a lasting impression with professionally crafted sales collateral that communicates your value proposition and resonates with your target audience.
Branding
Forge a distinctive identity in the financial landscape. Our branding services create a consistent, iconic brand that builds trust and loyalty that inspires the actions you need.
Marketing Automation
Streamline your marketing efforts with automation. From lead nurturing to personalized communication, we optimize your processes for efficiency and impact.
Loan Officer Support
Empower your Mortgage Loan Officers with targeted marketing support, ensuring they have the tools and strategies needed to drive mortgage sales.
Team Development
Develop and refine your in-house marketing team with our coaching and management services. Enhance skills, foster collaboration, and align your team with strategic goals.
Fractional CMO Services
Access experienced Chief Marketing Officer guidance without the full-time commitment. Our Fractional CMO services bring leadership and strategic vision to your marketing efforts.
Many marketing firms can’t connect their work with revenue. When we work with financial institutions, we’re working from marketing potential to customer growth.
How Do You Find Out if Our Bank Marketing Services Are Right for You?
Step #1: Let’s discuss your needs (Free). Together, we’ll explore:
Your customer base & areas of focus
Your current challenges
Your team & their capabilities
Your goals
Step #2: We’ll give you a quote expressed in $’s/week and hours/week.
Step #3: We integrate with your team and set up shared task (Trello) and KPI monitoring (CRM, etc.).
Step #4: Watch your results grow week on week.
Ready to Find Out if Our Bank Marketing Services Are Right for You?
Book a Free Consultation:
*Yes, you are welcome to bring real problems to the call. We encourage that. Please share them prior and we can even record the call if you like.
If we don’t think we can give you a dramatic return on investment, we’ll decline your project.
And we’ll tell you why.
Bank Marketing Practice Leaders
Jodi Sevigny
Jodi Sevigny is a proven marketing leader with over 20 years of marketing experience in the banking industry. Driven by the data, she helps FIs focus limited resources to prioritize growth opportunities, segment the data to more effectively target marketing efforts, and help tie back an ROI to efforts, turning bank marketing teams into a profit center, instead of cost center.
Sevigny spent a decade with Crowe Chizek as a financial institution marketing consultant for firms across the country, which led her to a series of leadership roles within banks.
She held Marketing Director and various Marketing roles with Byron Bank, Chemical Bank, and spent nearly 9 years at Macatawa Bank in Holland, MI as their Chief Marketing Officer before moving to a fintech, whose go-to-market strategy included bank partnerships.
Eddie Davis
Eddie Davis has been building end-to-end sales funnels his entire career. An early-adopter of SEO, PPC, Social Media, Paid Social, CRMs and many other tools, he’s also a published author. You’ll find that many technology firms and even marketing agencies use his copy to maximize their conversion rate on websites and trust him to write the origin stories of their companies and bios of their senior leaders.
As COO of a fintech competitor of QuickBooks, Eddie built partnerships and managed the rollout of a bank co-branded business management tool across the country.
As Founder of Sales Funnel Professor, Eddie enjoys being the secret weapon on high-complexity go-to-market projects including high-competition levels, difficult-to-understand value propositions and other challenges where others have given up.
What Jodi Has to Say Lately about Bank Marketing:
Ways We Drive Growth
We analyze your company and provide…
Audience Research
Positioning/ Messaging
Branding
Marketing Automation
Sales Automation
Marketing Team Management
Sales Team Management
High-Ticket Closing
Biz Dev/Partner Acquisition
Vendor/Agency Management
Technology Management
Management Analytics
How Are Bank Marketing Services Delivered?
Seamlessly weave our financial institution expertise into your marketing and management teams for whatever period brings value to your organization.
We focus on growth while upskilling your existing team.
“SFP was instrumental in helping my team reimagine our product’s marketing strategy, helping us extract a compelling story to help fuel our sales funnels.
Starting with a detailed audit of our existing GTM strategy, Eddie offered great insight from his decades of experience.
The value greatly exceeded the costs of his service. I look forward to his guidance as we continue to grow! He’s also just a great guy!”
Ryan Johnson, CEO – Cymasphere
Global music composition SaaS
THE PROBLEM
You Need Growth but Marketing Hasn’t Been Funded/Staffed Sufficiently for Years
And Net-New Spend Has to Be Positive-ROI
Marketing Team…
Focused on Taking Branch Orders with No Growth Strategy
With an inadequate overall skillset and missing strategic leadership, marketing is stuck in a reactive rut just trying to satisfy table stakes.
Senior Leadership…
Trying to Satisfy Shareholders by Reducing Costs & Accelerating Growth…Simultaneously
Without having ever had access to a team where ROI-positive campaigns can be funded, marketing is treated as a necessary evil.
Our Bank Marketing Executives Are Ready to Put Your Mind at Ease & Your Financial Institution on a Path to Growth
Our seasoned marketing executives bring their expertise to the table to lead marketing, partner with sales and provide your senior leadership team with the reporting to show progress toward revenue goals.
Why Is Sales Funnel Professor the Right Choice to Solve Your Bank Marketing Challenges?
Industry Expertise
Specialized knowledge in the banking and credit union sector.
Holistic Approach
A comprehensive suite of services to address all aspects of your marketing needs.
Measurable Results
With real attribution, you understand where new business comes from.
Customized Solutions
Tailored strategies to fit your unique brand, market, challenges and goals.
Strategic Partnership
As an extension of your team, we work collaboratively for your success.
Ready for ROI-Positive Revenue Growth?
We build your outsourced bank marketing plan to get the results you want. There’s no better time to start, than now.
