Marketing Campaigns for Financial Institutions

Customized Marketing Approach Leads to a Better Cardholder Experience

Advisors Plus marketing supplements your internal marketing and branch sales efforts to maximize your marketing results without the need for an in-house, data-driven marketing resource. Our marketing consultants will do the heavy lifting in developing & executing innovative, targeted marketing campaigns that consistently achieve outstanding results for our clients in very cost-effective ways.

Experience the Portal

Manage all your high performing campaigns through self-service features in the Marketing Campaign Portal with flexible customization, scheduling, and notification options.

One simple form manages enrollment, customization and scheduling
Organized by campaign type, including acquisition, growth, usage, retention and more
View scheduled campaigns by month, week or day and make any changes required
Automated notifications keep you up-to-date and on track for all your campaigns

Clients can access the Marketing Campaign Portal by logging in to the client portal.

Leverage a Comprehensive Marketing Program that Delivers Measurable Results

To fulfill aggressive growth goals or as extension of your financial institution’s card & marketing programs, look to Advisors Plus Subscription Plan for full marketing consulting & execution support designed specifically for your marketing and consulting challenges.

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Process

The Advisors Plus Marketing Consulting team works with hundreds of financial institutions each year to create engaging, sustainable campaigns that skyrocket growth. Your success is our greatest concern, so we strive to provide a level of service that you will continue to find useful in the growth of your organization.

Step 1

Planning and Engagement

Here we help you identify competitive card usage incentives and discuss best practices for direct marketing.

Step 2

Data Collection

This is a where we provide you with detailed campaign panning to highlight five key areas of marketing.

Step 3

Analysis

In this stage of our process, we communicate the great campaign incentives with your cardholders, while you keep 100% control of the targets and approach.

Step 4

Market Research

We provide you with proprietary campaign modeling that includes response-tracking reports and back-end comparison of projections vs actual results.

Step 5

Develop Strategic Recommendations

Recommendations are developed that bring about deeper cardholder understanding and discovery of new opportunities to become a true financial partner.

Step 6

Presentation to Key Stakeholders

Findings are presented to the key stakeholders and discussions ensue for next steps.

Step 7

Act on Opportunities

Here we work with your organization, as necessary, on the actionable insights provided and help track success metrics. Your success is our greatest concern and we want to continue to re-engage in planning your growth strategies.

Experience the Portal

All your high-performing campaigns now available through one self-serve portal with flexible customization, scheduling and notification options.

Successful Track Record

Experience a new level of success from consultants that collaborate with financial institutions to address high-priority challenges and optimize opportunities for growth across core business areas.

Analytics

Empower your organization with industry analytics, benchmarking statistics and advanced transactional data that help predict cardholder behavior and enable more informed decision-making.

See Marketing in Action

The Highly Empowered Portfolio Manager

Ownership of responsibility is everything.

Strategic Insights Improve Cost Effectiveness

BCU’s happier holiday card usage campaign.

Amazon Tie-In Fuels Campaign Success

BFSFCU card usages increase.