Digital Marketing

Charting the Course: Your 2024 Marketing Plan for Community Financial Institution Success

Doug Forinash

2 min read

In the dynamic landscape of community banking, the coming year offers a fresh canvas for strategic marketing. As you contemplate the path ahead, one key question emerges: What's your plan for 2024?

The Local Advantage: A Compelling Imperative

Consider this: A substantial 66% of adult consumers express a preference for banking locally. Despite this, only 23% actually consider switching banks. This intriguing paradox underscores the untapped potential within the communities your institution serves. Future customers are out there, expressing a preference for local banking, waiting to hear from you – but will they?

The Urgency of a Thoughtful Marketing Plan

The time is now to delve into your 2024 marketing plan. Why? Because your community is ready to engage and 2024 is right around the corner. They want to know about your offerings, your values, and how you can be their trusted financial partner.

Bundlefi: Your Partner in Crafting a Winning Strategy

Enter Bundlefi — the catalyst for community banks and credit unions looking to redefine their marketing narrative in 2024. We understand the pulse of local banking and offer a game-changing tool: the 2024 Bundlefi Marketing Planner.

Key Elements of Your Marketing Plan:

  • Embrace Localism: Leverage the fact that consumers prefer local banking. Bundlefi can help you tailor your message to resonate with your community.
  • Invest in Marketing: Understand the value of investing in marketing. It's not just an expense; it's an investment in your community, your brand, your bottomline, and your future customers
  • Measurement Matters: We get it. Measuring marketing ROI can be tricky. Bundlefi provides the expertise to accurately measure your marketing spend, ensuring every dollar contributes to your success.
  • Download Your 2024 Bundlefi Marketing Planner: Ready to take the plunge into a successful 2024? Download your personalized marketing planner here.

Why Partner with Bundlefi?

We understand the unique dynamics of community banking and our tools and expertise empower you to compete at a scale unimaginable before. Let us show you how we've helped institutions like yours consistently acquire customers while reducing costs with a no-obligation one-on-one chat. Schedule a free consultation today to explore how Bundlefi can be your ally in the journey ahead.
Your community is waiting to hear from you. Together, let’s make 2024 the best year yet.
Think Local. Think Bundlefi.

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.