Mortgage and Financial Services Blog

6 Steps to a Robust Marketing Automation Strategy

Having a great marketing automation platform is only half the battle for mortgage industry marketers. The balance is your ability to leverage its full capabilities so that you can realize the intended benefits: efficiently scaling your marketing to provide a better, more personalized experience and achieve higher marketing ROI. To accomplish this, an automation strategy…


6 Top Performing Content Trends for Marketing Automation

  We’ve all been leveraging the same types of core content for years! However, new trends with each have emerged as digital media and consumer preferences continue to evolve. The top-performing core content types for B2B marketers in the mortgage industry continue to be: Emails Blogs Video Infographics Whitepapers Case studies Quality content developed and…


4 Steps to Building a Unique Brand for Your Financial Institution

    By: Pat Seroka If you’re the CEO, CMO or board member of a financial institution, one of your greatest challenges is likely differentiating your brand from those of your many competitors. The financial industry is one of the most highly regulated industries in our country leaving little maneuverability when it comes to designing…


7 Reasons Leading Brands Lose Their Lead

By: Scott Seroka There are quite a few companies out there that just seem to have everything figured out. Just look to Quicken, Amazon, Coca-Cola and Toyota, or even some smaller companies you’re personally aware of that are so successful that they can’t keep up with customer demand or are maybe even forced to turn…


How to Defeat the Challenge of Defining Your Bank’s Values

By: Scott Seroka In the process of defining values, some banks don’t realize that the very values they are promoting would be better defined as basic customer expectations. Here are a few examples: Honesty. I would certainly hope so. Not that any financial institution has a choice as any dishonest activity borders on the line…


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