Mergers & Acquisitions - Successful Communications Plan

As a financial marketer, setting boundaries with other departments and prioritizing your institution's high-level goals and values is essential. We work in a complex and fast-paced environment, and it can be easy to get caught up in the day-to-day work of each department's requests. Too often, we become the catch-all for every request that comes to mind. As marketers, we tend to aim to please; but burn out our energy and budgets if we say yes to everything. We must set ourselves up for success and wear our skill sets proudly. We may order giveaways, but we also keep guard over your brand, drive valuable leads to your teams, and generate awareness and interest in products and services - sometimes before we've even finished our coffee.  

In a world where financial institutions strive to differentiate themselves, brand storytelling emerges as a powerful tool.

After creating over 200 websites for financial institutions (FIs), we've accumulated a wealth of knowledge and insights. Here are a few key lessons we've learned along the way: