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Marketing 1: Marketing Strategy – It’s Not an Ad for Free Checking

May 21, 2018 @ 12:00 pm - 1:30 pm EDT


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Too often financial institutions have an idea that marketing is a CD ad or a promotion for a checking account. The days of “think of us when,” as in when I need a car loan, or when I need a mortgage are dead. These days, people should be “thinking of you because,” because they read an article you posted or spoke at an event which positions your institution as a resource or an expert. Developing a strategy for your institution that supports your goals is critical to achieving a higher level of performance and maintaining relevancy in today’s constant barrage of marketing messages assailing your customers and target customers.

In this webinar, spend an hour understanding how to do a brand audit and develop a marketing strategy for your institution. Learn how to evaluate your marketing budget for effectiveness. Your brand is the personality of your institution what do you believe and more importantly, what do your customers believe about your institution. From understanding the internal and external perception of your institution, you can craft a plan that supports the growth you desire for your institution.

Date of Event

Monday, May 21, 2018
12:00 – 1:30 pm ET
11:00 – 12:30 pm CT
10:00 – 11:30 am MT
9:00 – 10:30 am PT

$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally

Register for both this event and Monday, May 21 (2:00pm ET), Rebrand or Die? Consequences of Brand. and save $100 by using Coupon Code MARKETING when you sign up for both at the same time.


  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

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About Lisa Beck

Lisa is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.


May 21, 2018
12:00 pm - 1:30 pm
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