2012 Financial Marketing Survey: 20 Questions About This Year

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Now that the 2011 strategic planning season is coming to a close, The Financial Brand is curious to know what retail banks and credit unions have planned for the year ahead. Below you’ll find a survey with 20 questions on a range of marketing topics relative to both banks and credit unions of all sizes. Subjects covered include:

  • Marketing budget
  • Strategic goals and objectives
  • Key products and services
  • Critical marketing strategies and tactics
  • Marketing challenges
  • Measurements and metrics
  • Branches, website and other delivery channels
  • Social media

The study is designed specifically for financial institutions offering retail banking services, so please do not take the survey unless you work at a bank or credit union. You don’t have to work in a marketing capacity as long as you’re with a retail financial institution.

This year’s study is co-sponsored by Bank Marketing Strategy. Published by Harland Clarke’s Jim Marous, the Bank Marketing Strategy blog is one of the best in the financial industry and definitely worth following.

Full results will be published here in an article at The Financial Brand shortly after the New Year, with additional insights coming from Jim Marous as well.

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