Digital Marketing

Bridging the Gap Between Planning and Execution: The Role of Your Marketing Partner

Doug Forinash

3 min read

In the fast-paced world of community banking, the old adage "failing to plan is planning to fail" couldn't ring truer. Crafting a meticulously thought-out marketing plan for your bank or credit union is a crucial step in securing your institution's success in 2024 and beyond. It's where you set the vision, define your goals, and chart the course for your brand's journey. However, it's essential to acknowledge that planning is just the first piece of the puzzle.

The Execution Challenge: Who Will Do It?

The true test lies in the execution of your carefully crafted marketing strategy. In a community bank or credit union, where marketing teams often wear multiple hats, the execution phase can feel overwhelming. The well-intentioned marketing plan becomes a stack of papers sitting on a shelf while employees scramble to manage day-to-day tasks. The result? Strategies don't get implemented, opportunities are missed, and marketing efforts fall short.

The "Who's Going to Do That?" Conundrum

The execution dilemma often leads to one question: "Who's going to do that?" It's a common roadblock that community bank and credit union marketing teams encounter. Without dedicated personnel or the bandwidth to carry out marketing initiatives, the most brilliant strategies can wither away.

Bridging the Gap: Your Marketing Partner in Execution

This is where your trusted marketing partner plays a pivotal role. A partnership with an experienced firm like Bundlefi offers a solution to the "Who's going to do that?" conundrum. It provides the missing piece that transforms your marketing plan from a document into a powerful, results-driven reality.

Bundlefi: Your Bridge from Plan to Execution

Bundlefi understands the unique challenges faced by community banks and credit unions. We know that a solid marketing plan without execution is like a ship without a captain. That's why we offer our dedicated support in executing your 2024 marketing plan.
  • Team of Experts: Our team of marketing experts becomes an extension of your marketing department, ensuring every part of your marketing plan is efficiently executed.
  • Cost-Effective Solution: For less than the cost of hiring a part-time employee, you have access to a comprehensive suite of marketing services.
  • Tailored Approach: We work collaboratively with your team to execute tailored campaigns that resonate with your target audience.
  • Full-Service Marketing: From branding to programmatic, and paid search to captivating landing pages, we have the tools and expertise to meet all your marketing needs.
  • Execution You Can Trust: We are your partners in turning your marketing plan into action, ensuring that no opportunity is lost.

Make 2024 the Year of Execution

Don't let your carefully crafted marketing plan go to waste. Make 2024 the year where execution is your competitive advantage. With Bundlefi as your partner, you can confidently answer the question "Who's going to do that?" and say, "We've got it covered."
If you're ready to bridge the gap between planning and execution and take your marketing to the next level in 2024, contact Bundlefi. We're here to ensure your marketing plans are not just on paper but actively driving your success.
Don't wait. Make 2024 your year of execution.

Bundlefi is your trusted partner in revolutionizing the way community financial institutions succeed in the digital age. We understand the unique challenges and opportunities that arise in the financial industry, and we are here to empower your institution with our full-service marketing agency and proprietary lead-gen platform solutions.

Bundlefi acts as an extension of their marketing team, providing a range of services that save time and money, drive new account growth, and highlight their brand. We offer a proprietary consumer platform experience, fully customizable marketing campaigns tailored to your brand, and expertise in targeting the right audience for optimal results.

Bundlefi offers a comprehensive suite of marketing services, including branding, paid search advertising, digital creative services, content marketing, social media advertising, email marketing, and more. We provide a full-service marketing agency experience to help banks and credit unions effectively promote their brand

Bundlefi harnesses the power of Web 3.0 principles to create personalized and immersive experiences for customers. We utilize AI-driven algorithms to analyze data, gain valuable insights, and make data-informed marketing decisions. This enables us to deliver targeted campaigns that drive engagement and conversion rates.

Absolutely! Bundlefi streamlines marketing operations, automates processes, and optimizes workflows to save your institution valuable time and resources. By maximizing efficiency and reducing costs, we help you achieve your marketing objectives while staying within budget.

Yes, Bundlefi is a one-stop shop for all your bank or credit union marketing needs. From strategy development and branding to campaign execution and performance tracking, we provide end-to-end marketing solutions to ensure a cohesive and impactful marketing presence.

The Bundlefi team’s data-driven approach and expertise in the financial industry enable us to craft compelling marketing campaigns that highlight your institution's unique value proposition. We help you differentiate yourself, attract customers, and position your brand as a trusted leader in your market.

Absolutely! The Bundlefi team does not believe in a one size fits all approach and fully understands the importance of customization for effective marketing. We offer fully customizable experiences tailored to your brand, audience, and specific goals. Our platform allows you to personalize campaigns, landing pages, and digital assets to reflect your institution's personality and values, creating a unique and engaging customer experience.

Bundlefi provides comprehensive analytics and conversion tracking capabilities to measure the success of your marketing campaigns. We track key metrics, user behavior, and campaign performance to gain valuable insights. This data allows us to continually optimize your strategies and achieve better results over time.

Getting started with Bundlefi is easy! Book a meeting with a Bundlefi Team Member. We'll guide you through the process, understand your specific needs, and create a tailored marketing solution that aligns with your institution's goals.

Bundlefi recommends Google Ads search campaigns to target users actively searching for financial institutions in your local market. This tactic allows us to advertise to prospects who are most likely to convert and become your next loyal account holder.

Google Retargeting Campaigns are designed to reconnect with users who have previously visited your website. By showing relevant ads across different devices, retargeting helps keep your brand top of mind as prospects explore various institution options before making a decision.

Programmatic Digital Display involves automated bidding on real-time display advertising inventory. Bundlefi targets digital display ads to your prospects' favorite websites, utilizing factors such as household location, search behaviors, visits to competitors, and more to reach the right customer types in the most relevant context.

Advertising through platforms like Facebook and Instagram can generate targeted traffic and warm leads for your website. Bundlefi's strategy is designed to drive more traffic and increase awareness. By targeting users within a specific geographic area and serving ads to users with relevant interests, we help generate brand awareness and increase conversions.

Bundlefi’s team of experts continually optimize campaigns to enhance ad performance. We update ad copy, optimize ad extensions, optimize retargeting campaigns, optimize device bids, expand keywords, evaluate and exclude irrelevant search terms, and optimize keyword bids to improve relevancy and click-through rates.

Bundlefi recommends tracking completed applications, contact form submissions, and phone calls to measure conversions. By implementing a Google Tag Manager code on your site, we can set up tracking for these events and provide insights into your campaign's effectiveness.

Bundlefi understands that markets are crowded and continually changing. We offer various digital marketing solutions that can expand your digital footprint based on your goals and real-time activity. Whether you need top-of-the-funnel leads or want to target specific stages of the sales funnel, we have the expertise to help you achieve your objectives.

Bundlefi understands the importance of being visible in search engine results and has the best team in the industry to do so. We leverage our SEO knowledge to optimize your website for hyper-local keywords and implement other SEO strategies. Our process ensures that when people search for specific terms related to your institution, your website captures organic search traffic, encouraging prospects to take action.