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.

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.

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.

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

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

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

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

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

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

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

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

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

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

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

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