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Banking Marketing Strategies

Marketing You 
Can Bank On

How to Market Your Bank

Keep the leads flowing and the new accounts coming with the right approach.

The banking business is fiercely competitive, and winning new accounts requires a thoughtful, full-funnel marketing approach. With the right mix of channels and tactics, you can bank on more business. Let's take a look!

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Leading banks are embracing the digital marketing landscape.

"We continued to over deliver on our KPIs, and the client is extremely happy with the CTRs that their ads generated as well as the quality of traffic they were receiving to their site."

Dollar Bank

"This was the first year of digital marketing for Oconee State Bank. It was a good year, and they are happy with the new business and customers it has brought into their bank."

Oconee State Bank Rep

Marketing Quick Wins for Banks

Growing business takes patience. These quick wins are a good start.

Winning new accounts can take multiple touchpoints with your prospects—over weeks or even months. But these starter tactics will provide fast traction.

Show Up in Search

For customers looking to switch banks, open a new account or leverage a specific offering (an auto loan, for instance), search engines are usually one of the first research tools. Make sure you're showing up not only for broad terms, but also specific offerings (auto loans, personal loans, savings accounts, etc.)

Get Your Reviews in Check

How are your online reviews? A good local reputation is especially important for smaller regional/community banks, which customers may choose because they're looking for a more personal touch and local impact. Work with an expert partner to help improve things, if necessary.

Give Your Website a Makeover

Your website is possibly your most important branch—even though it isn't physical. That's because most of today's customer banking research starts online. Make sure your website is polished, inviting, fast and easy to use. Work in prominent calls to action to encourage lead generation and conversion.

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Primary Key Performance Indicator

Form Fills + Phone Calls

Recommended Time Frame

9 Months

A Step-By-Step Guide to Bank Marketing

Stay in the black with this 5-step plan.

Have your new account leads plateaued? Count on smart, digital marketing tactics to give business a boost. Work hand-in-hand with a partner who can help you perfect your plan.

Check Out the Competition

In the community/regional banking world, competition is fierce. Before you start any new marketing efforts, it's wise to do a complete competitive audit. A professional digital marketing partner can even shed light on where competitors stand with their digital media and SEO activities, so you'll have a better shot at beating them out.

Go Digital

Banking has gone online, almost completely. In fact some banks are strictly digital—with no or few physical branches. Your competition offers easy, intuitive and convenient online banking and support options, so make sure you do, too. Beyond your digital banking offering, make sure your online marketing efforts are up to par (see the next step!).

Get the Lead Engine Revving

Today, growing your banking business depends on a steady flow of online leads. But it's not just about getting them—you have to nurture them too. Work with an expert partner who can recommend tactics for every stage of the funnel: digital media to promote high-funnel content offers; rich online content to engage; and marketing automation (like emails and SMS) to convert.

Build Your Local Brand

Competing with the big banks can be tough. That's why you'll need a laser-targeted approach and strong, unique messaging. First get your brand positioning down in a way that differentiates you. Then use brand-friendly channels like connected TV, radio, social and online display to get your name out to the prospects who are most likely to become account holders.

Get Analytics in Check

With so many tactics—across traditional and digital channels—you'll need strong analytics in place to determine what's working and how to optimize your marketing over time. It's not just about the final conversion point; work with an expert partner to implement multi-touch attribution, so you can get the true, full picture.

Bank Marketing Trends

Banks still have a lot of work to do to reach today's digital consumer.

Banks today are increasingly digital—both in terms of online banking functionality and digital marketing. But statistics show they still have a long way to go to catch up to consumer expectations and the realities of today's online world.

50% of Banks Do Not Adequately Measure Marketing ROI

Searches for "Mobile Banking" have doubled since 2010—and are currently nearly on par with search volume for "Bank Branch"

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Dollar Bank Expands Mobile Presence Significantly

Dollar Bank signed with CMG Local Solutions a few years ago in the hopes of expanding its digital footprint. From the beginning, the bank was an early digital adapter, using new digital strategies as well as traditional television advertising. With a strong relationship built on open communication, trust and CMG Local Solutions' values, we've successfully grown the bank's digital efforts and have seen wonderful results.

65% Increase in Mobile Exposure

Through pre-roll, sliding billboards with video and OTT, CMG Local Solutions delivered more clicks and interaction, resulting in 65% increase on mobile exposure and 35% increase on desktop.

Get FREE Custom Insights

We have inside information on the audience and market trends affecting your bank.

From information about the size and makeup of your local or national market to insights on your competitors and their marketing activities, we'll provide you with in-depth, free reports to help guide your bank marketing strategy in the right direction. Fill out the form to get started.

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Our Partners and Publishers

When it comes to your digital marketing, we only partner with the top leaders in the industry to help get you the best results possible. Because we're a part of CMG, digital advertising with us is credible, accessible, data-driven and transparent.