Connecting your teams is a proven way to ensure customer retention and satisfaction. Sales and good customer service begin long before your customers walk up to the teller line, call your contact center or visit with a loan officer. Join Ryan Housefield, SVP, Sales Executive, Marquis, as he provides the strategy needed to successfully connect sales, service and marketing.
We learned a lot in 2020, but most importantly we learned what works and what doesn’t. We’ve done the research, and we’re ready to tell you what works in this new fast-paced, digital environment.
This presentation will cover results from client campaigns. The content is an industry specific resource for performance benchmarks and pro tips as you prepare your 2021 marketing plan.
We will review direct mail and email channel performance, segmentation methodology and share best practices from our highest performing campaigns. As a bonus, Dr. Tony Rizzo, Chief Marketing Officer, Marquis, will share ideas outside the financial industry for inspiration to strengthen and deepen relationships and drive sales.
Michael Bartoo, SVP, Marketing Client Relationships, was featured in the ABA Bank Marketing article, Small Banks, Big Data and the Personal Touch. He describes the attitude toward data at many of the banks he works with. “We get overwhelmed with big data,” he says. “The term ‘big data’ frightens us. And it should—because it can be incredibly overwhelming.”