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+ Financial Solutions

Now Leaving Your Comfort Zone

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If you can't stand out from the crowd, you simply are the crowd.

Few business categories cling to the old brand playbook quite like the financial services industry. Smiling young couples. Smiling old couples. Keys to the new house. Keys to the new car. The same “our people make the difference” promise that every other bank or credit union is promising, too. Interest rates in flashing neon. Yawn.

Playing it safe may be the most dangerous thing you can do.

We specialize in a careful combination of strategy, data and craft to inject the right amount of adrenaline into your brand. And don’t worry; boldness is not the same as recklessness. We’ll be smart with the gear.

 

Ready to take a strategic leap?

Every bank marketer is in charge of a brand. Are you lead by fear or bravery? It’s a choice that distinguishes the remarkable from the generic.

PULSE

Discovery + Insights

Ready to take the pulse of your brand or product? We specialize in smart starts. Here at the foot of the mountain, foundations are laid for every strategic and creative decision that comes next. Every solution is a proven step along the path. Choose your gear.

An in-depth look at your target audience(s) and their preferences, perceptions and relationship with your brand.

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From USPs and KPIs to big-picture competitive reviews, this crucial step aligns your goals to marketing strategy.

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Tools and resources for discovering how people talk about your brand today combined with strategies for tomorrow.

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Identify new opportunities for connecting with customers by first understanding every touchpoint along the way.

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Is your website ADA compliant? Our experienced team provides 360-degree evaluations and next-step recommendations.

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Identifying your right-fit customers and driving strategy through demographics, characteristics, motivations and more.

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Identify, assess and create an action plan for all foundational issues affecting your site’s organic search performance.

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A comprehensive assessment of all your brand’s accounts, including engagement and opportunities vs. the competition.

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+ Finance Insights +

How are message maps helping Dacotah Bank reach more customers at the right time?

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DRIVE

Awareness + Action

Here’s where the rubber meets the road. These solutions are the first steps to the top of the mountain. We’ll be brave. We’ll be bold. And above all, we’ll be strategic. Subjectivity stays in base camp. From here on out we’re guided by insight.

An iterative process led by creative cycling, where we transform insights and strategy into tone and style. This is a pivotal stage in campaign development. Deliverables visualized will set the stage for overall creative direction.

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Got a lot to say? Focus the firehose and increase effectiveness. This essential tool identifies and outlines complex product or service USPs, “mapping” them into easy-to-follow points of conversation for key personas.

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Once your campaign launches, your team must deliver the experience. This one-sheet overview is a must-have tool for keeping everyone on the same page and, if necessary, selling the “why” to internal stakeholders.

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+ Finance Insights +

How did brand archetyping (and bravery) transform a credit union to must-see status?

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CORE

Targeting + Teamwork

The issues facing today’s finance industry require a unique combination of experience, insights and subject matter expertise. From awareness and applications to enrollment and retention – these solutions are built on over a decade of proven results.

They’re not looking for your ads. They’re (probably) not considering switching banks for credit unions. Breaking through requires standing out, and that starts with proven campaign strategy.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Current Lead Tracking & Nurturing Audit – What’s Working, What’s Not
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Low rates. Big rewards. Better yet, a combination of both. We’re ready to strategically target your right-fit audience(s) for card issuance, card utilization and top-of-wallet campaigns.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Current Lead Tracking & Nurturing Audit – What’s Working, What’s Not
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Specifically designed for reaching prospective customers/members to increase core deposits via checking accounts, savings accounts, CDs, share certificates, investments and more.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Current Lead Tracking & Nurturing Audit – What’s Working, What’s Not
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Maybe you need to increase branch traffic. Maybe it’s time to spread the word about a new mobile app, mobile deposit service, or an e-statement opt-in drive. This campaign gets results.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Current Lead Tracking & Nurturing Audit – What’s Working, What’s Not
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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From the big news about mergers and acquisitions to localized promotions and initiatives, this campaign makes sure your most important audience is up to speed: Your frontline team.

Priorities:

  • Interview Key Stakeholders
  • Define KPIs
  • Internal Communications Strategy
  • Asset Planning & Production
  • Monthly KPI Reporting
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The two shall become one – and once the mutual marketing asset inventory is assessed, it’s time to tackle branding/rebranding, internal/external messaging, and plan for a coordinated rollout.

Priorities:

  • Interview Key Stakeholders
  • Member/Customer Interviews
  • Review Competitive Landscape
  • Current Social Media Audit
  • Brand Story Definition & Brand Differentiation Statement
  • Success Measures/ROI Calculations
  • Rollout Timeline
  • Media Planning & PR Contact Strategies
  • Internal/External Communication Strategies
  • Creative Asset Production
  • Brand Kit & Swag Production
  • Consolidate Communication Channels
  • Ongoing Media Campaign Optimization
  • Monthly KPI & Media Reports
  • Earned Press Report
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From new homebuyers to refinance customers, the mortgage lending space is full of competition and creative camouflage. Let’s lay the foundation for efficient targeting and spot-on messaging.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Current Lead Tracking & Nurturing Audit – What’s Working, What’s Not
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Tell the story of who you are, what you stand for, and what’s your can’t-miss, newsworthy message of the day. An essential part of any community bank or credit union marketer’s toolkit.

Priorities:

  • Interview Key Stakeholders
  • Previous Press Coverage Review
  • Define KPIs and Goals
  • Brand Story Definition & Elevator Pitch
  • Brand Storytelling Strategy
  • Target Press Outlets & Outreach Plan
  • Member/Customer Success Stories
  • Leadership Biographies
  • Products/Services Fact Sheets
  • Digital Press Kit Page
  • Print Press Kit
  • Usage Guidelines
  • Press Coverage Reports
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Leverage your existing customers/members to create new business? Smart strategy. Let’s examine the data and target opportunities for your deposit, loan, or investment growth goals.

Priorities:

  • Interview Key Stakeholders
  • Review Internal Analytics – Who Are We Talking To?
  • Current Lead Tracking & Nurturing Audit – What’s Working, What’s Not
  • Develop Success Metrics – KPIs, ROI Calculations
  • Purchase Journey
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Welcome to the land of big loan rates and happy people holding keys, aka “marketing camouflage.” What if your campaign could go deeper? The strategy stars here.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Identify Goals, Challenges & Opportunities
  • Identify KPIs and ROI Calculations
  • Review the Purchase Journey
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations (As Needed)
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Small business owners need more than a few extra hours in the day – they need efficient tools for daily sweeps, card processing, cash management and more. Let’s show them why your FI is the right fit.

Priorities:

  • Interview Key Stakeholders
  • Review the Competitive Landscape
  • Identify Goals, Challenges & Opportunities
  • Align & Build an Integrated Media Plan
  • Create a Bold Campaign Concept
  • Internal Communications Recommendations (As Needed)
  • Media Placement, Management and Ongoing Optimizations
  • Quarterly ROI Reporting
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Community sponsorships are key for every bank or credit union. Partner with Epicosity for ongoing management of key sponsorship relationships – including coordination and positioning.

Priorities:

  • Interview Key Stakeholders
  • Community Opportunity Reviews
  • Competitor Sponsorship Audits
  • Sponsorship Philosophy & Opportunity List
  • Brand Audit & ROI Success Measurement
  • Sponsorship Activation Plans
  • Partnership Collateral Creation
  • Negotiate Rates, Discounts & Added Value
  • Ongoing Reports & Yearly Renewal Recommendations
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What's your stretch goal?

We specialize in big thinking that gets results, always beginning with questions. Discovery is key – not just for best-laid plans, but for unexpected opportunities, too. The path to your goal starts now.

 

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