Digital library
Download relevant content for the financial industry
Mapping the data maze
Stop waiting for perfect
Data-driven marketing can help you deliver results that can be tracked, refined and repeated.Mapping the Data Maze shares insights and ideas from credit union experts to help you tap your data for marketing results.
Choosing a marketing automation provider
Five steps for credit unions
A balance between the right mix of tools, integration and security, to enable your digital marketing transformation.
The roadmap to personalization in banking
Exclusive research by Ron Shevlin
Personalization has become an accepted strategy but the practice in banking reveals three dilemmas facing financial institutions.
The digital marketing playbook
for financial institutions
An essential guide for banks and credit unions to unlocking ROI, even with limited resources.
The 2021 guide to omnichannel marketing for financial institutions
Four omnichannel marketing trends that FIs can’t ignore in 2021 and how to optimize resources across channels for a customer-centric experience.
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