Financial Institutions

A Matter of Interest

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

Today's market demands strategies that resonate with a more discerning audience. Epicosity deciphers complex data and tailors precise, personalized plans for FIs 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.

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

FINANCIAL INSTITUTIONS

Financial institutions we champion

We help banks, credit unions and financial brands grow trust, deepen relationships and stand out.

A true partner that helps you actually use HubSpot the right way

I’ve had the opportunity to work with Epicosity across multiple financial institutions and on a variety of projects, and they’ve been a great partner every time. What stands out the most is their communication. It’s honestly unmatched. They clearly define the scope, keep you in the loop, and are very upfront about what they’re doing and why. They also genuinely understand the financial industry. As a community bank with some niche lines of business, we don’t always fit the typical mold. Epicosity took the time to learn what makes us different and built around that, while still keeping compliance and industry limitations in mind. We’ve seen strong results, especially with website traffic and how our team uses HubSpot’s CRM and CMS. If you’re a financial institution trying to actually get value out of HubSpot and not just have it sit there, they’re a solid partner to have.

Andrea HaskettOsgood Bank

Bank of Sun Prairie

Dacotah Bank

Century Bank

Osgood Bank

Featured Work

See All Work

Powerful financial futures

Industrial Federal Credit Union

The Easy Way

Levo Credit Union

Family is everything

Aladdin Companies

Being “sweet” and “bold” pays off for bank brand

Bank of Sun Prairie

Core Connected

Build an intelligent marketing and growth engine

Core Connected Marketing bridges the data gap between your financial institution’s core banking system and HubSpot so you can stop marketing in the dark. When core data lives in one place and marketing lives in another, personalization becomes manual, reporting is incomplete, and teams lose time to spreadsheets. We connect the systems so HubSpot can act on real member signals and you can deliver smarter journeys, sharper segmentation, and clearer performance visibility.

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 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 people at pivotal moments in their financial journey, so that every interaction is relevant and resonant.

Framework

Financial Marketing Solution Framework

At Epicosity, we understand the complicated nature of recruitment and institution branding. That's why we've worked hard to develop specific solutions for institutions with goals like yours.

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 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 people at pivotal moments in their financial journey, so that every interaction is relevant and resonant.

Awesome! I love how easy it is to work on an art project with your team! The outcome is always amazing!

Henry Smith

Flow Agency
Awesome! I love how easy it is to work on an art project with your team! The outcome is always amazing!

Henry Smith

Flow Agency
Awesome! I love how easy it is to work on an art project with your team! The outcome is always amazing!

Henry Smith

Flow Agency
Awesome! I love how easy it is to work on an art project with your team! The outcome is always amazing!

Henry Smith

Flow Agency
Awesome! I love how easy it is to work on an art project with your team! The outcome is always amazing!

Henry Smith

Flow Agency