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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?

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

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

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

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

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

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

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

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

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