Financial Marketing

Financial Marketing

REAP THE REWARDS OF OUR FINANCIAL MARKETING EXPERTISE.

TODAYS’COMMUNITY BANKS AND CREDIT UNIONS FACE A UNIQUE SET OF CHALLENGES. 
WE LOVE CHALLENGES.

This isn’t your parents’ banking. Today the demand is for convenience, performance and personal service. Community banks and credit unions need to make sure their marketing efforts engage their targets.

Challenges: 

• Increased Banking Choices 
• Reduced Customer Finances 
• Shrinking Proft Margins 
• Changing Customer Behavior 
• New Non-branch Technologies 
• Alternative Financing Options 

 

EFFECTIVE FINANCIAL MARKETING IS BUILT ON RESEARCHED “REASONS WHY.”  
BLUETOOTH’S GOT ‘EM. 

Every Bluetooth recommendation is fully supported by data and facts garnered from the most relevant and timely resources. We’re a member of the 4A’s, and are able toreference proprietary information unavailable to non-member agencies. 

Only 4% of U.S. agencies are members, able to meet 4A-qualifying standards. 

Research Data Categories: 

• Credit Unions 
• Community Relations 
• Community Banks• Small Business Initiatives
• Industry Trends/Forecasts 
• Challenges/Competition 
• Regional Demographics 
• Financial Innovations 
• Customer Profles• Technology Innovations 
• Employee Empowerment 
• Regulations/Legislation 
• Internet/Mobile/Social 
• Economic Environment 

 

FULL-SERVICE MEANS JUST THAT.  BLUETOOTH DOES IT ALL. 

Services: 

• Advertising and Marketing 
• Strategic Planning  
• Industry and Competitive Research  
• Media Planning/Buying  
• Event Production 
• Interactive 
• Social Media 
• Branding and Corporate Identity 
• Weekly/Monthly/Quarterly Progress Reports 
• Constant Program Assessment 
• Total Program Maintenance 
• Content/Media Refreshment as the Market Evolves 
• Ongoing Recommendations for Effcient Budget Spending 

 

CREDIT UNIONS AND COMMUNITY BANKS DON’T JUST NEED TO ENGAGE 
THE COMMUNITY, THEY NEED TO PROUDLY SUPPORT IT. 

 

• Sponsored Community Events 
• Charity Participation 
• Community Public Relations 
• Building on Business Through Leadership 
• Putting People First 

 

REACHING EVERY CUSTOMER IS THE WAY TO GROW YOUR DEPOSITOR 
BASE AND MEET THEIR FINANCIAL NEEDS. TIME TO GET SOCIAL. 

 

• Twitter 
• Facebook 
• Mobile 
• Foursquare 
• Google+ 
• Blogs 
• LinkedIn 
• Yelp 
• YouTube 
• Connect Measurement
• Network Aggregation• Bookmarking
• Analytics 
• Automation

 

YOUR PERSONNEL POOL IS YOUR STRONGEST ASSET. 
LET THEM KNOW IT

Your employees are an integral part of your customer-facing profle, and the engine that makes your business successful. Help them value you as much as you value them.

• Employee of the Month Program 
• POP Utilizing Employees 
• Continuing Education Sponsorship 
• Employee Competition Incentives 
• Meaningful Employee Promotion Programs 
• Employee Booster Events 

 

SMALL BUSINESS ACCOUNTS NEED TO KNOW THEY ARE BIG BUSINESS TO YOU. 

Community banks and credit unions are community-centric by defnition. Serving small companies is one of your biggest opportunities to form strong partnerships with regional businesses. You need to alert owners and CFOs about your
advantages and how you can help them meet their goals by presenting past, small-business success stories.  

 

THE ROLE OF FINANCIAL MARKETING IS CONSTANTLY EVOLVING.  
WE’RE ALWAYS AHEAD OF THE CURVE. 

 

That’s because, as the area’s premier fnancial marketing agency, we keep abreast of every aspect of banking news in the tri-state area. We know what’s happening day to day with customers and institutions alike, and what are the most effective marketing programs. We’re always ready to give you proactive insight and actionable advice specifc to your banking business. 

 

MY FINANCIAL MARKETING PARTNER SHOULD HAVE YEARS OF EXPERIENCE.  
FINANCIAL MARKETING EXPERIENCE IS HARD-WON.  

HOW ABOUT A THIRD OF A CENTURY? 

With over 35 years of successful, customized bank and credit union marketing solutions under our belt, Bluetooth Creative Group is uniquely qualifed to empower your fnancial enterprise for real success. 

• Experienced in both regional and national markets 
• Worked with a wide range of retail banking clients 
• Well versed in emerging technologies and advanced media  
• A long history of award-winning, sales-sparking creative  
• Exceptional expertise in Bank / Credit Union branding,  
  and how best to position your business

WHAT OUR CUSTOMERS ARE SAYING

When we started working with Bluetooth Creative Group we knew we would get results. What we didn’t know was that within 6 months we saw a major shift in our web traffic that allowed us to really take advantage of our current prospects and position us to win more vehicle sales. Their processes are straightforward and their methods work. Thank you Bluetooth for all you have helped us with.

The hardest thing to do in the car business is to assess the data and make sense of it. Gene and Bluetooth Creative Group helped us sift through it all and understand what was working and what wasn’t working so we could make adjustments that fit our specific dealership. Most agencies just dont sit down with you to show you where your money is being spent and what you are getting. Bluetooth Creative did this and it has helped us improve our overall marketing returns.  

We started with Bluetooth Creative back in March and have already seen a strong impact on our day to day. They helped us implement a fixed operations rewards program that our existing customers responded well to, and also allowed us to re-engage our lost clients and bring some of them back into our dealership garage again.

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