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Marketing strategies that make financial customer communications easy

The financial industry faces unique challenges from the need to educate consumers about complex financial products to regulatory compliance issues. First Marketing is a leader in customer relationship management and developing marketing strategy for financial services for over 30 years. Our editors, researchers, writers and designers specialize in the financial industry and have experience producing award-winning customer marketing, communications and customer relationship management for banks and major financial institutions as well as credit unions.


Some of our marketing strategies and services for the financial industry include:

Newsletters are powerful communication vehicles that build loyalty, educate customers and prospects about products and services, establish your institution as a trusted financial expert and encourage customers to utilize more of the products and services you offer. As part of the First Marketing strategy for financial services, your newsletter program includes complete turnkey production of your publication from creative development to printing and delivery.

InTouch is a newsletter option for some financial clients that combines custom content and client-specific branding with syndicated content. The result is a custom newsletter without custom pricing or turnaround times. Your InTouch newsletter includes a custom masthead, personalized contact information, custom articles specific to your institution and your choice of financial education articles on topics geared to your specific audience. It is an important aspect of any financial marketing strategy.

E-news, the e-mail newsletter from First Marketing, lets you maintain customer contact directly through the e-mail inbox. Available as a customized e-newsletter or an adaptation of your print newsletter, e-news provides trackable response for measurable impact.

Channel Options is a financial services marketing strategy that utilizes Web-based technology for production and delivery of collateral marketing materials to a distributive sales force in decentralized locations. It allows corporate marketing to approve available materials for brand consistency and gives your sales force the power to personalize their materials with messages, photos and local contact information.

Available with “print on demand” fulfillment, Channel Options eliminates costly inventory management and storage as well as the waste of unused, out-of-date materials.

Developing a marketing strategy for financial services requires knowledge, experience and comprehensive tools and resources. Our customer relationship management for banks and financial institutions draws on over 30 years of developing customer insights and innovative communication vehicles.

Contact us to learn more about solutions that help build long-term profitable customer relationships for your institution.


Case Studies

Fullerton Community Bank

A community bank utilizes editorial solutions to maintain its place in one of the country’s most fiercely competitive financial markets.

Read more



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