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8/4/2020 FMS > FMS 2020 WBA Workshop Strategic Marketing Virtual Workshop Series

Presented by Sean Hockenbery, President Amber Farley, EVP Emerging Media Financial Marketing Solutions July 2020

Workshop Agenda

Session 1: Session 2:

FMS > FMS Today’s Marketplace Strategy Development Understanding Creative Messaging Content Development

Session 3: Session 4: Delivery Channels Earned Media Owned Media Implementation Paid Media Measurement

Strategic Marketing Workshop: Session 31 8/4/2020

Delivery Channels The optimal Owned Mobile App marketing mix. Social Channels Media FMS > FMS

Earned Paid Traditional Shares Sponsorships Mentions Media Media Pay-Per-Click Reviews Display Ads Media coverage Social Ads Guests posts Retargeting Influencers (free) Paid Influencers Direct

Internal Channels

Strategic Marketing Workshop: Session 32 8/4/2020

Branch Network FMS > FMS

Branch Network FMS > FMS

Strategic Marketing Workshop: Session 33 8/4/2020

Branch Network FMS > FMS

Branch Network

Strategic Marketing Workshop: Session 34 8/4/2020

Branch Touch Points

Digital Lobby Screens

Architecture FMS > FMS Posters

Slip sheets

Flyers

Brochure Racks

Drive Thru Envelopes

Drive Thru Banners

Drive Thru Tubes

Branch Touch Points

Have a branch standard guideline

FMS > FMS Keep it clean!

Create an experience

Equip your team

Strategic Marketing Workshop: Session 35 8/4/2020

Branch Network

2020 Marketing & Cross Sell Matrix

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Retail Merchandising Posters

Slip Sheet/Take One Drive Thru Banners

ATM Marketing Screen Lobby Screen Ads Digital Messaging Home Page Ads

Secondary Banner Ads

Online Banking Ad Facebook Message Customer Communications Cross-Sell Email

Product Line Email Direct Mail Electronic Statement Message

Business Line Poster DT Banner Slip Sheet / Take One Web Banner Client Email Lobby Screen ATM Screen Online Banking Banner Secondary Banner Branding   Mortgage     Wealth Management    

Materials Library Poster DT banner Slip Sheet / Take One Web Banner Client Email Lobby Screen ATM Screen Online Banking Banner Secondary Banner Cross-sell Mobile Banking     Online Banking with Bill Pay     e-Statements     Card Services    

Email Marketing Stats FMS > FMS

https://blog.hubspot.com/marketing/email-marketing-stats

Strategic Marketing Workshop: Session 36 8/4/2020

Email Marketing_Open Rate / Industry FMS > FMS

https://blog.hubspot.com

Email Marketing_Clickthrough Rate / Industry FMS > FMS

https://blog.hubspot.com

Strategic Marketing Workshop: Session 37 8/4/2020

Email Marketing_Unsubscribe Rate / Industry FMS > FMS

https://blog.hubspot.com FMS > FMS

https://coschedule.com/blog/email‐marketing‐ best‐practices/

Strategic Marketing Workshop: Session 38 8/4/2020 FMS > FMS

https://coschedule.com/blog/email‐marketing‐ best‐practices/

Email Marketing Dashboard FMS > FMS

Strategic Marketing Workshop: Session 39 8/4/2020

Owned Media

Delivery Channels Website The optimal Mobile App Owned marketing mix. Blog Social Channels Media FMS > FMS

Earned Paid Traditional Shares Sponsorships Mentions Media Media Pay-Per-Click Reviews Display Ads Media coverage Social Ads Guests posts Retargeting Influencers (free) Paid Influencers Direct

Strategic Marketing Workshop: Session 310 8/4/2020

Assess Yourself FMS > FMS Honestly assess how you look and function where people are (mobile, online, social, etc.)

Simplify Your Website FMS > FMS

Strategic Marketing Workshop: Session 311 8/4/2020

Use Promotional Landing Pages FMS > FMS

Enhance UX & UI for Mobile FMS > FMS

Strategic Marketing Workshop: Session 312 8/4/2020

Load Time

Your website’s load time on both desktop and mobile matters when optimizing your SEO. When can crawl through pages faster, it is able FMS > FMS to index more pages within the same amount of time.

“Speed is now a landing page factor for Google Search and Ads.” - Google

Google indicates that 40% of consumers bounce from pages that take more than 3 seconds to load.

Strategic Marketing Workshop: Session 313 8/4/2020

Testing Tools

1. Page Speed Insights: https://developers.google.com/speed/pagespeed/in

FMS > FMS sights/

2. Mobile Speed: https://www.thinkwithgoogle.com/feature/testmysit e/

3. Mobile Friendly: https://search.google.com/test/mobile-friendly

Brand Your Social Channels FMS > FMS

Strategic Marketing Workshop: Session 314 8/4/2020

Paid Media

Website Delivery Mobile App Channels Blog Social Channels The optimal Owned marketing mix. Media FMS > FMS

Earned Paid Traditional Shares Sponsorships Mentions Media Media Pay-Per-Click Reviews Display Ads Media coverage Social Ads Guests posts Retargeting Influencers (free) Paid Influencers Direct

Strategic Marketing Workshop: Session 315 8/4/2020

TV: Broadcast and Cable

Broadcast FMS > FMS - broader reach - more expensive

Cable - increase frequency at a lower cost. - more targeted geographically

TV Metrics To Consider

Reach FMS > FMS Frequency

Gross Ratings Points

Reach x Frequency = Gross Ratings Points

Strategic Marketing Workshop: Session 316 8/4/2020

Over the Top FMS > FMS

OTT stands for “over-the-top,” the term used for the delivery of film and TV content via the , without requiring users to subscribe to a traditional cable or satellite

OTT is a great was to extend your tv schedule audience and reach Cord Cutters

All units can be customized and geotargeted to specific footprint

Non-skippable placement on quality and brand safe video content – Full Episodic

OTT Questions To Ask

- Do they have direct source (first look) inventory from providers?

- Do they reach cord cutters, cord nevers? FMS > FMS

- Is the content 100% longform? (22 min. or longer)

- Do they have scale (enough inventory) in your DMA?

- Is the environment brand safe and fraud free?

- Are the ads non-skippable?

- Do the majority of GRPs run TV (big screen)?

Strategic Marketing Workshop: Session 317 8/4/2020

Pre-Roll FMS > FMS

Pre-roll Video extends video exposure into the digital landscape

Cross-Channel campaigns are an effective way to reach broader audience

Non-skippable placement on quality and brand safe video content - Geotargeted

Unit placement can be placed on premium sites at a local and national level

Radio

Local Broadcast FMS > FMS NPR

Streaming -Pandora -Spotify

Strategic Marketing Workshop: Session 318 8/4/2020 FMS > FMS 60.93 million monthly active users (according to Statista.com)

18 – 54-year-old adults spend an averages nearly a third of awake hours on digital audio (Advertising Weekly)

Provides the added element of a visual ad to direct traffic to you.

Print

Newspapers FMS > FMS Magazines

Tradeshow Publications

Business Journals

Arts / Sports Programs

Strategic Marketing Workshop: Session 319 8/4/2020

Out-of-Home

Billboard FMS > FMS Transit

Alternative

Outdoor - Billboard FMS > FMS

Strategic Marketing Workshop: Session 320 8/4/2020

Outdoor – Billboard FMS > FMS

Outdoor - Transit FMS > FMS

Strategic Marketing Workshop: Session 321 8/4/2020

Outdoor - Transit FMS > FMS

Outdoor - Transit FMS > FMS

Strategic Marketing Workshop: Session 322 8/4/2020

Outdoor - Alternative FMS > FMS

Outdoor - Alternative FMS > FMS

Strategic Marketing Workshop: Session 323 8/4/2020

Outdoor - Alternative FMS > FMS

Outdoor - Alternative FMS > FMS

Strategic Marketing Workshop: Session 324 8/4/2020

Sponsorships

Search Marketing

SEO (will discuss in earned) FMS > FMS SEM

Local Search

Voice Search

Image Search

Strategic Marketing Workshop: Session 325 8/4/2020

How Do Search Engines Work?

1. Crawl: Scour the Internet for content, looking over the code/content for each URL they find. FMS > FMS 2. Index: Store and organize the content found during the crawling process. Once a page is in the index, it’s in the running to be displayed as a result to relevant queries.

3. Rank: Provide the pieces of content that will best answer a searcher’s query, which means that results are ordered by most relevant to least relevant.

Google holds 85% of the desktop market share. More than 3.5 billion searches are made every day on Google.

Strategic Marketing Workshop: Session 326 8/4/2020

Search Engine Marketing (SEM)

A form of Internet marketing that involves the promotion of by increasing their visibility in search engine results pages primarily through

FMS > FMS paid advertising. Paid search works on a pay-per-click model on search engines like Google AdWords and Bing Ads.

Google AdWords is Now

Strategic Marketing Workshop: Session 327 8/4/2020

Parts of a Text Ad FMS > FMS DISPLAY URL HEADLINE DESCRIPTION

AD EXTENSIONS ‐ Site link ‐ Call ‐ Locations ‐ Offer ‐ App

Ad Rank

Ad rank is a that's used to determine your ad position (where ads are shown on a page relative to other ads) and whether your ads will show at all.

FMS > FMS Ad Rank is calculated using:

• Your bid amount • Your auction-time ad quality (including expected clickthrough rate, ad relevance, and landing page experience) • The ad rank bid thresholds • Competitiveness of the auction • Context of the person’s search • Expected impact of extensions

Strategic Marketing Workshop: Session 328 8/4/2020

Quality Score

Quality Score is one of the that determines your AdRank. Your Quality Score is based on the quality and relevance of your ad, and Google measures that

FMS > FMS by how many people click on your ad when it’s displayed — i.e. your CTR. You CTR depends on the how well your ad matches searcher intent, which you can deduce from three areas: • The relevance of your keywords. • If your ad copy and CTA delivered what the searcher expected basked on their search • The user experience (load time and relevancy) of your landing page

Search Campaign Structure FMS > FMS

Strategic Marketing Workshop: Session 329 8/4/2020

Keyword Research

Google matches your ad with search queries based on the keywords you selected. So your keywords need to match user intent. Think like your

FMS > FMS customer when building list

• Brand name • Competitor terms • Need-based keywords • Product (what customers call them) • Proximity considerations • Text vs. Voice • Look at search trends for right terminology

Google Trends FMS > FMS

Strategic Marketing Workshop: Session 330 8/4/2020

Building Keywords

Google matches your ad with search queries based on the keywords you selected. So your keywords need to match user intent. FMS > FMS

• Group similar keywords into an ad group • Keywords of 2 or 3 words (a phrase) tend to work most effectively. • Utilize match type • Broad Match • Modified Broad Match • Phrase Match • Exact Match • Filter out irrelevant words (negative keywords) • Bid on competitors • Automate bidding

Writing Ad Copy

Your ad copy needs to match user intent, make wise use of the keywords within that Ad Group and solve the searcher’s need. Some best practices

FMS > FMS include: • Utilize as much of the expanded text ad as possible • Three headline fields (30 characters each) • Two description fields (90 characters each) • Path fields (part of display URL) • Give searchers what they need to decide • Include at least one of your keywords • Use ad extensions • Consider title case • Match your ad to your landing page • Experiment 3-4 ads/adgroup

Strategic Marketing Workshop: Session 331 8/4/2020

Landing Pages FMS > FMS

Local Search

46% of all Google searches are looking for local information. (Source: GoGulf)

4 in 5 consumers use search engines to find local information. (Source: Think with Google) FMS > FMS

“Near me” or "close by" type searches grew by more than 900% over two years. (Source: Chat Meter)

92% of searchers will pick businesses on the first page of local search results. (Source: SEO Expert)

By 2021, mobile devices will influence more than $1.4 trillion in local . (Source: Forrester)

72% of computer or tablet users and 67% of smartphone users want ads that are customized to their city or zip code. (Source: Think with Google)

Strategic Marketing Workshop: Session 332 8/4/2020

Citations

Citations (online reference to a business that features NAP) are one of the key factors in local

FMS > FMS SEO. a group of individual business listings on various sites. There are several citations websites (online directories) to consider such as: • Google My Business • Bing Maps • Facebook • Yelp

Google My Business

Google My Business is a free tool that allows you to promote pertinent information about

FMS > FMS your individual branch locations on on Google Search and Maps. You can update each location’s address, phone number, website, open hours, and more. You can also respond to reviews and post photos of products or special offers.

Strategic Marketing Workshop: Session 333 8/4/2020

Voice Search

We speak different than how we type. FMS > FMS It’s 3.75x faster to talk than it is to type.

Encourages natural language and question form.

Generally longer-tailed keywords.

Tends to be more locally driven.

Image Search (Using AI and ML) FMS > FMS

The future of search will be about pictures rather than keywords.

Strategic Marketing Workshop: Session 334 8/4/2020

Social Media

Ephemeral Storytelling FMS

> Video Content

Social Ads

Social Media Usage in the U.S. FMS > FMS

Strategic Marketing Workshop: Session 335 8/4/2020

Social Media Usage in the U.S. FMS > FMS

Social Media Usage in the U.S. FMS > FMS

Strategic Marketing Workshop: Session 336 8/4/2020

Ephemeral Content Storytelling is Here to Stay FMS > FMS

Use Stories

Short-lived content

FMS > FMS 9:16 aspect ratio

Supported by Instagram, Facebook & Snapchat

Live

Video

Text

Images

Stickers, layouts, templates, GIFs, filters, effects, music, questions, polls, mentions, hashtags, location tags, countdowns, quizzes, challenges, donations, gift cards, food orders, etc.

Strategic Marketing Workshop: Session 337 8/4/2020

Video Will Continue to Dominate FMS > FMS

5G is coming.

Prepare to Pay

US spending on social networks will FMS > FMS increase 20.4% in 2020 to more than $43 billion. Social video ads will make up one-third of US digital video ad spending this year.

Strategic Marketing Workshop: Session 338 8/4/2020 FMS > FMS

75% of consumers think social ads are taking over their feeds – yet 70% click and purchase.

Source: https://www.searchenginejournal.com

Social Ad Options

Targeting Placement & Types Objectives

• Demographic targeting • Newsfeed • Clicks to website FMS > FMS • Behavioral targeting • Audience network • Website conversions • Interest targeting • Stories • Post page engagement • Custom audiences for • Boosted Posts • Page likes retargeting • Dark Posts • App installs • Image Ads • App engagement • Video Ads • Offer claims • Pre-roll & Mid-roll • Local awareness • Carousel Ad • Event responses • Messenger Ad • Video views • Filters • Lenses

Strategic Marketing Workshop: Session 339 8/4/2020

Comply with Advertising Rules

• Promoting products and services (triggering terms; regulations) • FDIC & EHL logos

FMS > FMS • Use of URLs (one-click-rule) • Raffles and giveaways • Trademark and copyright

Special Categories on Facebook FMS > FMS

Strategic Marketing Workshop: Session 340 8/4/2020

Display Advertising

Direct FMS > FMS Contextual

Programmatic

Retargeting

Geofencing

Text / SMS

Display Ad Standards

Can be static, animated, dynamic

FMS > FMS IAB recommends flexible ad sizing (aspect ratios that can adjust based on screen)

Google lists top performing ad sizes as: 300×350 (medium rectangle), 336×280 (large rectangle), 728×90 (leaderboard), 300×600 (half page), and 320×100 (large mobile banner).

Follow 3 C’s: compelling, concise, clear

KPIs: site/page visitors (clicks), engagement (time on site, page views, bounce rate), and conversions

Strategic Marketing Workshop: Session 341 8/4/2020

Direct Site Placement

This is when a marketer/advertiser chooses the site they would like to FMS > FMS advertise on. You can directly approach a website or publisher on your own, or make a specific selection of websites within an ad network (i.e. Google Display Network).

Display Networks (GDN) FMS > FMS

Strategic Marketing Workshop: Session 342 8/4/2020

Contextual

A form of targeted FMS > FMS advertising where the ads are selected and served by automated systems based on the context (keywords) of what a user is looking at.

Programmatic

Automated bidding on advertising FMS > FMS inventory in real time, for the opportunity to show an ad to a specific customer, in a specific context. Basically, it uses machines to buy ads.

Strategic Marketing Workshop: Session 343 8/4/2020

Retargeting FMS > FMS

Geofencing FMS > FMS

We can reach people in precise areas based on the places they go.

We can build geofences around buildings, events, competitor locations, convention centers, conferences.

When your target audience walks inside of our geofence, we now have the ability to serve ads to them, while they are there, or for up to 30 days after they leave that location.

They will see your ads while they are in apps like Weather Channel, Angry Birds, or Words with friends, OR when they are on websites with advertising space.

Geofencing gives advertisers a competitive edge in getting more out of their advertising reach.

Strategic Marketing Workshop: Session 344 8/4/2020

Geoconquesting FMS > FMS

SMS/Text Marketing FMS > FMS

Source: https://www.textedly.com/finance‐sms/

Strategic Marketing Workshop: Session 345 8/4/2020

Group Discussion

Next Up

Strategic Marketing Workshop: Session 346 8/4/2020

Workshop Agenda

Session 1: Session 2:

FMS > FMS Today’s Marketplace Strategy Development Understanding Brand Creative Messaging Content Development

Session 3: Session 4: Delivery Channels Earned Media Owned Media Implementation Paid Media Measurement

Thank You

Financial Marketing Solutions www.financialmarketingsolutions.com 615.591.2073 /in/amberfarley | /in/sean-hockenbery

Strategic Marketing Workshop: Session 347