27 Critical Questions About Retail Bank Marketing in 2014

Please note: the survey is now closed.

What’s trending in bank and credit union marketing? Everyone wants to know. That’s why everyone should take just a few minutes to complete The Financial Brand 2014 Retail Marketing Survey and tell us what you’re seeing on the front lines of banking. What are your top challenges, priorities and critical areas of focus this year?

Take a look at 2013’s research results. If you value the kind of the insights and information available in last year’s study, please help this year.

“The survey made me evaluate some of our current marketing practices and consider new ones.”
— Real feedback from a 2014 survey participant

The survey is open to both banks and credit unions around the world. Questions span a range of marketing topics important to both banks and credit unions of all sizes. You can take the survey as long as you are directly employed by a retail financial institution — you do not have to work in a marketing role.

Why Should You Take This Survey?

With nearly every other financial marketing survey, you’d have to pay big bucks to get the results. But you can get the results from The Financial Brand’s study — worth thousands of dollars — simply for completing the survey.

Similar studies look at only one side of banking or the other — banks or credit unions. The Financial Brand’s annual survey looks at both sides, allowing banks and credit unions to draw comparisons between one another. It is one of the most comprehensive and objective studies specific to marketing that you’ll find in banking.

The value of this study increases for everyone when more people take the survey, which is why broad participation is so vitally important. Some 5,000 people will read this article. We need at least 300 of you to take the survey. Please help reach that goal.

Subjects Covered:

  • Strategic goals – top priorities and key products/services of focus in 2014
  • Challenges – critical issues facing financial marketers this year
  • Growth – checking/loan growth in 2013 and expectations for 2014
  • Marketing Budgets – how much is allocated in which areas?
  • Marketing Media – media channels used in 2014, and their relative importance
  • Measurement & Metrics – tools used to measure success
  • Online Marketing – the role of digital, web, mobile media
  • Mobile Channel – the growing importance of mobile solutions in banking

Thank you very much!

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