Four Fun Suggestions for Bank and Credit Union Strategy, Marketing and Training
Tune up your bank or credit union strategy, marketing, branding and training with tips like making your plan the office pet, talking like a human and more.
Read MoreYour brand isn't your logo. It's not your colors. And it's definitely not that expensive branch signage you just installed. Those are just symbols – and symbols without substance are about as useful as a New Year's resolution that doesn't make it past January 2nd.
In 2025, successful bank and credit union branding won't be built in Adobe Creative Suite. It'll be built in break rooms, at teller windows and in every interaction between your team and your consumers.
Many financial institutions have gorged themselves on bloated vision statements and value sets that nobody can remember (let alone live by). These brand elements often sound nice but have little practical value to your staff.
It's time to trim the fat:
Bank and credit union branding needs to be lean, meaningful and digestible. Your team should be able to recite your values without checking their employee handbook. And if they do need to reference your brand culture, it should be simple enough to fit on a one-page document.
Your brand isn't something you wear (even if you have cool logo-covered pullovers). It's something you do. Every. Single. Day.
Think of your brand as a behavioral blueprint:
When bank and credit union branding works, it transforms mundane transactions into meaningful interactions. It turns service standards from dusty manual pages into living, breathing behaviors. It’s all about operationalizing your brand – making it livable and tangible.
Start your operationalization efforts with a journey mapping session and reinforce it with consumer experience training.
Here's an uncomfortable truth: your brand is never "done."
Just like that fitness enthusiast who understands that health is a lifestyle (not a 30-day challenge), great brands require constant attention. They need:
The most successful financial institutions understand that bank and credit union branding is a journey…not a destination. It's about creating a culture of constant improvement…not hitting a finish line. As Tom Asacker says in A Clear Eye For Branding: “Branding is an ongoing process of renewal.”
Want to know if your bank or credit union branding is working? Look at your people:
If you answered "no" to any of these questions, you may need to reframe your brand.
This year, resolve to build a brand that's more than skin deep. One that's:
Ready to transform your brand from pretty colors into a cultural movement? Book a free consultation and discover how to build a brand that actually means something.