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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


EditorJoin hundreds of the brightest minds in banking at The Financial Brand Forum, April 30th and May 1st for two full days jam-packed with the latest ideas, insights and innovations in financial marketing. Highlights include keynote speaker Josh Reich from Simple/BBVA, three makeovers live on stage, and an all-star agenda with speakers from Wells Fargo, US Bank, PNC, Navy Federal, Facebook, Nintendo, BMO, banking futurist Brett King and many more!

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