marketing strategies for banks and financial institutions

Financial Services Marketing and Brand Management

Financial organizations, banks, credit unions, investment and insurance companies face unique challenges in the development and distribution of local marketing collateral. Leaders in financial services marketing need brand management solutions that can handle the immediacy of local needs while ensuring all marketing is brand compliant and adheres to industry regulations. BlueSky ETO helps you overcome these challenges. Brand Marketing Centers, Automated Marketing Campaigns, and Digital Asset Management software can simplify your local marketing while generating improved response rates for all your branches.

Solve Brand Marketing Challenges and Improve Local Marketing Effectiveness

financial services marketing management software

Local Marketing Freedom
and Brand Compliance

Empower your branch managers with the marketing assets they need while keeping local collateral brand compliant. BlueSky ETO can help by designing a universal financial marketing resource with brand approved assets and locally customizable marketing templates. Every location gets the materials they want while maintaining global brand compliance.

Omni-Channel Marketing:
Any Platform at Any Time

Financial services marketers need coordinated marketing materials for all channels. Point of sale displays and direct mail need to work alongside email and social media. Your marketing should influence consumers everywhere they interact with your brand. Our solutions are multi-channel, built to order, and grow with your business.

Shorter Production Times
and Reduced Waste

Your local marketers aren’t stuck waiting for marketing materials they need or wasting their marketing dollars on displays that don’t work for their location. Each branch can edit their point of sale materials to reflect individual calls to action, languages and variations in a few easy steps without any graphic design software experience.

Don’t settle for a brand management solution that doesn’t meet your needs. Every solution we offer is custom built for your organization.

Brand Marketing Centers: Sophisticated, web-based marketing portals to meet your brand management needs. Streamline productions, improve marketing consistency and effectiveness for greater ROI. Learn more

Automated Marketing Campaigns: Produce marketing collateral based upon trigger events. Customized marketing templates and business rules seamlessly build, produce and distribute local marketing materials. Learn more

Digital Asset Management: A single, secure location for all your marketing collateral with robust tagging and version controls. Asset management that is fully integrated with your MarCom technology stack. Learn more

Brand Management Solution Demo: Try the BlueSky ETO solution for yourself with a Free Live Demo. Your program will be customized for your brand, but here’s a sample of the most popular features. Try the Demo Now

Recent Financial Services Marketing Articles

Beginner’s Guide to Marketing of Financial Products and Services

Global financial technology (aka fintech) investments hit a record $112 billion in 2018, up 120% from the previous year. The industry is booming and financial marketers are scrambling to keep up with the latest trends. So what does financial brand...

10 Surprising Digital Marketing Statistics for Financial Services Marketers

Digital marketing for financial services is no guessing game. Like accountants and financial analysts, smart digital marketers know how to dive into the numbers to interpret data and uncover trends. When they do, sometimes what they find is remarkable. Most marketers...

Brand Consistency for Financial Brand Managers: Tips and Strategies

Jeff Bezos once said, “Your brand is what other people say about you when you’re not in the room.” What does your brand conversation sound like? If you’re saying one thing and consumers are hearing something else, it’s time to improve your franchise brand consistency....

Case Studies