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Strategic Planning & Budgeting: What Keeps Financial Marketers Up at Night?

It’s that time of year again: strategic planning season. Marketing budgets for 2014 are being set by banks and credit unions around the world. The Financial Brand wants to know what issues and challenges financial marketers are wrestling with in the coming year.

Bank and credit union marketing executives face many challenges when it comes to setting their budgets and tracking results. What segments should they target? How much should they invest in traditional, online/digital, social and new/emerging channels? Which areas need a greater investment? And where can they make cuts?

Indeed there are countless budgeting issues that could be keeping today’s financial marketer up at night. To help readers get a handle on this difficult subject, The Financial Brand is fielding the following a survey. Please Note: the survey is intended only for bank and credit union marketers, or those with direct involvement in the budgeting process (e.g., CEO, CFO).

There are only eight questions, which should take less than a total of 5 minutes and no more than 10.

Results will be published Monday, September 16, 2013 — just in time for everyone to make their final recommendations about next year’s marketing budget.

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Survey: 2014 Strategic Planning & Budgeting Challenges


Jeffry PilcherLearn from the brightest minds in banking at The Financial Brand Forum 2017 — three days jam-packed with the latest ideas, insights and innovations that are transforming financial marketing today.

Hurry, time is running out! Banks and credit unions that register now will save $450, get two free workshops and pay nothing until next year. But don't wait... This is your last chance! Offer ends Friday, December 9th. Register Now!

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