Marketing Assessment
Find out if your marketing is helping or hindering your growth.
– FINANCIAL SERVICES MARKETING ASSESSMENT –
Do you really know the ROI of your financial organization’s marketing?
Consumer behavior changes rapidly, and if your financial services marketing isn’t keeping up with those changes, chances are you’re falling behind your competitors and missing opportunities to connect with the consumers who need you most.
Learn what you’re doing right and where to focus your future efforts with a comprehensive marketing assessment built specifically for financial organizations, so you can make smarter decisions backed by real insight instead of guesswork.
See What Really Works
What worked five years ago probably isn’t converting the way it used to. Consumer expectations, digital channels and competition are all moving faster than most marketing plans account for. A financial services marketing assessment shows you exactly where your current approach is holding you back and what to adjust so your marketing keeps pace with a changing market.
Get Clear Next Steps
Unlike a traditional audit that hands you data and leaves you to figure out what to do with it, a marketing assessment comes alongside you. You’ll walk away with specific, prioritized recommendations for your financial organization that you can implement right away, whether on your own or through an ongoing marketing partnership.
Keep Up with a Changing Market
Consumer behavior shifts quickly, and what worked last year may already be losing ground. A marketing assessment shows you which trends actually make sense for financial organizations and which ones are just noise, plus how to implement the right ones without wasting budget on the wrong ones.
The Financial Services Marketing Assessment Process
1. Discovery
You’ll send us your marketing materials and market data.
2. Analysis
We’ll analyze all your marketing efforts.
3. Reveal
We’ll walk you through what we found and provide strategic and tactical recommendations.
Waiting too long to assess your marketing can cost you growth. Find out if now’s the right time:
When to Get a Financial Services Marketing Assessment
Testimonials
“Right after your presentation to our managers, my CEO whispered to me that the marketing assessment and findings were ‘probably the best thing this credit union has ever done.’ Thank you for such a thorough assessment.”
Brad Norton
SVP Marketing and Development, Utah Community Federal Credit Union
“For years, we marketed by committee. That wasn’t working anymore. The marketing assessment was encouraging because it helped us know where to go next and how to get better. Now, we’re ready for the next level.”
Lily Newfarmer
CEO, Tarrant County’s Credit Union
Centric FCU saw double-digit growth every year for the first several years after its marketing assessment.
FAQs: MARKETING ASSESSMENTS FOR FINANCIAL ORGANIZATIONS
What is a financial services marketing assessment?
A financial services marketing assessment is a comprehensive review of your financial organization’s marketing efforts, including your website, social media, advertising, messaging and brand positioning. It shows you what’s working, what isn’t and where to focus your budget and team’s time for the best results.
How is a financial services marketing assessment different from a marketing audit?
A traditional audit hands you data and leaves you to interpret it on your own. A financial services marketing assessment comes alongside your team and translates findings into specific, prioritized recommendations you can implement right away, whether independently or through an ongoing marketing partnership.
How long does a financial organization's marketing assessment take?
Most marketing assessments for financial organizations can be completed in about 45 days from start to finish, covering discovery, analysis and a full walkthrough of findings and recommendations.
Which financial organizations need a marketing assessment?
Credit unions, banks, fintechs, insurance agencies and other financial organizations benefit from an assessment, especially when starting a new year, entering a new market or when internal teams are too close to their own marketing to spot the gaps.
What does a financial services marketing assessment include?
A financial services marketing assessment typically reviews your website, social media, advertising, content, messaging and overall marketing strategy against what’s actually driving results for financial organizations today, not generic best practices.
How much does a marketing assessment cost for a financial organization?
Cost depends on the size of your financial organization and the scope of channels being reviewed. Book a free consultation to get pricing specific to your situation.
