Financial Institutions

In the financial industry, achieving lending and deposit growth amidst intense competition is a significant challenge.

Today's market demands marketing strategies that resonate with a more discerning audience. Epicosity deciphers complex data and tailors precise, personalized plans for banks and credit unions all over the country.

Rather than a blanket approach, we analyze intelligent market data and craft strategic, customized content aimed at distinct markets. Our approach positions your institution, fosters audience connection through data-driven personalization and develops genuine interactions via insights, strategy, media, video and web development.

We understand what you do and who you're trying to reach. We speak your language, and theirs, by living at the intersection of storytelling and science. It's here that we build your brand to grow your business in the fearless pursuit of making you stand out from the crowd.

You can take that to the bank

How We Do It

Financial Marketing Solution Framework

At Epicosity, we understand the complicated nature of driving growth and building brands. That's why we've developed specific marketing solutions for banks and credit unions with goals like yours, including our Core Connected Marketing platform that bridges the gap between your core banking data and HubSpot.

Strategic Communication & Collaboration

We go beyond project management to act as strategic advisors—offering insights and recommendations that position your financial institution for sustained success.
Foundational Insights & Brand Strategy

We ensure your brand strategy is informed by insights that have the most impact, and will result in emotional connections with customers and members.
Member/Customer Acquisition & Retention Strategy

We develop strategies that align both your acquisition and retention goals, while developing brand relationships and advocacy.
Creative & Content Development

Our creative and content approach combines insights, strategy, and storytelling to drive memorable and meaningful engagement with your brand.
Activation

Our media activation connects with members and customers at the right moments in their financial journey. For banks and credit unions on HubSpot, our Core Connected Marketing platform takes this further by using real core banking data to trigger campaigns based on member behavior, not guesswork.