Sales

Want to increase your commercial banking sales?

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It’s easy to overlook the humble email. When you’re serving your commercial banking customers, that doesn’t leave much time. So, there it sits, one line in your inbox. In the flurry of new ways of marketing — Social media, viral content, video, interactive entertainment, the email seems like an “also ran.” That’s a shame, as we’re big fans of its simple beauty (and you should be, too).

Used well, email is an elegant way to market to large numbers of people. If you’re providing financial services, it’s also a fantastic method for building trust with your commercial banking customers. Here at RBC, we think the email is something to be celebrated and enjoyed, so let’s explore using it to market your commercial banking operation.

Why the email is more than just something to delete… So, why do we love the email so very, very much? Glad you asked.

It’s a low-impact way to get attention. The email is one of the more innocuous ways to grab attention, and it can be one of the most useful. You only need to craft a great email once (and hey, we can help with that). Then you can land this wondrous creation in people’s inboxes and enjoy the responses it brings. Email is less “in your face” than other types of promotion or advertising, so it’s perfectly suited to commercial banking, with its sensible and sober approach to managing money.

You can share really useful stuff that matters to people. Emails aren’t all about selling. In fact, if you make them too “salesy,” there’s a good chance they’ll get caught in a spam filter or simply deleted. No, the art of the great email is to build trust over time, and you do that by adding real value.

When you’re marketing to commercial banking customers, they need information and support. Give them insights into their industry, provide financial calculators and favorable terms. Share advice on good financial management and business admin. Providing tools and other useful services means they’ll think favorably of your bank. That really helps when it comes to trust and brand recognition.

Emails are great for embedding messages and links. A good email is never “just” an email. It likely contains engaging imagery and links to further useful information. You can make emails interactive and fun, provide access to your commercial banking products and services, share news and online information, and showcase everything your bank does.

They’re really (really) cheap to send. The cost of sending an email is, effectively, zero. This makes them one of the most cost-effective marketing channels. Yes, you’ll need to pay to develop really good email copy, but that’s likely to be much less than the cost of other types of marketing. And once that copy is created, it’s there for you, whenever you want to run your next commercial banking marketing campaign.

You can reach lots of people. When you’ve been building an email list over time (and you are building an email list, right?) you’ll have thousands of people you can contact. With clever mail merging and personalization, you can tailor your email to each individual business recipient, increasing the chance they’ll open and interact with it.

Now, we know the email isn’t perfect. People get far too many emails, so yours needs to stand out, and that means influencing your readers to open your messages. We can help with that — A combination of the right content, delivered at the perfect time, with a compelling subject line can significantly enhance your open rates and help you sell more commercial banking products.

Get in touch with us today, and let us start a quiet revolution in your bank. We’ll change how you think about and use email to spread the word.

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Do B2B Companies Need Social Media?

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Everyone is using social media these days. In fact, so many people are using it that businesses have dived into the fray. You can connect and interact with some of your favorite brands – even the biggest companies in the world. Social media is so prevalent, in fact, that it’s changing the way big and small businesses think of marketing. But what if you work in a business-to-business (B2B) environment? You don’t sell consumer commodities or anything suitable for mass-market consumption. Your target is actually quite specific. Your product is definitely not sexy.

You may think social media isn’t suitable for your B2B company, but you would be wrong. B2B companies are run by people. And those people are using social media like everyone else. They are looking for new ideas, solutions to their problems, and content that inspires and entertains them.

Build trust with a strong B2B presence. If you were cold emailed by another company, you would probably look them up before committing to their offer, wouldn’t you? You would Google their name, check out their website, and exam their social profiles if they have any.

Undoubtedly, you would be reassured if that company had a robust online presence. If they are investing in content publication, community engagement, and customer support through social media, you could assume they aren’t a fly-by-night operation looking to grab your cash. You would even use that online presence to learn more about the company before you responded to their pitch.

By making yourself present on the Internet, you build trust and authority that supports everything else you do.

Move short term sales to long term value. Keeping your brand in front of the customer is an important part of securing future sales. If the customer forgets you exist after the sale, they’ll seek a similar solution when the problem arises again, instead of returning straight to you.

Many salespeople make the mistake of only approaching a customer when they want a sale. That creates an antagonist relationship, where the salesperson is always looking to take and the customer is always trying to avoid giving.

Instead of ignoring the customer until it’s time to buy again, social media can be used to delight the customer over and over. Solve their problems, offer resources and education, and make yourself available for their questions – even if it doesn’t entirely relate to your specialty.

This keeps your brand in their face between sales. When it’s time to buy anew, the customer knows right where to go.

LinkedIn is your Holy Grail. LinkedIn was designed for professionals. It’s a natural place to begin your B2B marketing because it’s tremendously effective for collecting leads. Companies regularly use LinkedIn to make connections, hire new talent, arrange deals, and even convert big sales.

Create a profile for yourself as well as a business page. Publish content related to your business for other users to find. If you’re looking to create a business opportunity, use the advanced searching feature to find other professionals who meet your specific needs. You can drill down by location, industry, title, etc.

Other social media networks are valuable too. It all depends on your industry. Check where your competitors are spending their resources.

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Expand your reach. The Internet has made the world a lot smaller. Suddenly people and businesses on the other side of the globe are just as accessible as the company next door. You just have make yourself present in the digital world and give your brand a voice – even B2Bs.

Don\’t forget to share your most engaging posts with us. We love getting feedback on what types of posts work best for different industries.

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5 Tips for Using LinkedIn to Help Grow Your Business

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The beauty of social media is that it allows us to extend our network far beyond our physical location. We’re no longer limited to the people nearby.

As a business-to-business tool, LinkedIn is unmatched. 450 million of the world’s professionals and business leaders use it to connect, share ideas, and develop business opportunities. According to Content Marketing Institute, LinkedIn is the most effective social network for sales (63% of marketers report positive results).

Fill out your profile, adopt a professional demeanor, and then use these smart LinkedIn strategies to grow your business.

Speak with decision makers. If you have ever cold called a business, you know how frustrating that process can be. You get transferred around a bit, dropped into voicemail, and you’re never sure if you’ve reached someone who can make actual decisions.

Use LinkedIn to find the decision makers of a business. Many people publically display their contact information. If they don’t, ask for them by name when you call the business. This has a much higher chance of putting you in touch with someone who matters to you. If this still doesn’t work, you can always connect with them on LinkedIn itself.

LinkedIn’s search capabilities are more sophisticated than any other social network. You can add filters to your searches such as job role, industry, and company size. This allows you to put together a list of targeted potential business opportunities.

For instance, let’s say you sell payroll software designed for small businesses with less than ten employees, but only in your own state. You only want to speak to the owners of those companies, because there usually isn’t much middle-management at that size. With proper filters, you can search for those people exactly.

Become active on the network. Having a quality profile isn’t enough- although it’s EXTREMELY important! You have to be present on the social network if you expect to derive any value from it. If other users see that you haven’t posted, commented, or shared in a while, they won’t bother making a connection. This could cost you valuable opportunities.

The solution is take your social media presence seriously. Facebook and Pinterest are fun, but make LinkedIn part of your job. Set aside a little bit of time every day (not much, just five or ten minutes) to look for connections, share articles, images and videos you like, and comment on other people’s submissions.

Use groups to meet new people. A group is a collection of people around a common theme. You’ll find groups for just about everything, and multiple groups for each topic. Some are broad; others are specific. Some are public; others require permission. You don’t have be connected with anyone in the group.

Find three to five quality groups with lots of members. It should be a subject that relates to your business and something you know well. Contribute to this group often. Provide as much value as you can without selling. This will establish you as a thought-leader and expert in your field. Eventually people will clamor to connect with you.

Jump on those new leads. People connect on LinkedIn because they know one another professionally or they want to. If you are extended a connection from someone you don’t know, consider it a lead. This new person is seeking to create a relationship, so don’t waste the opportunity.

After accepting the connection, immediately send a private message – or InMail introducing yourself. If you receive a lot of connections, you can use a copy/paste response, but tailor it a bit so you don’t seem aloof. Ask some questions about the connection to find ways they could help grow your business.
Once you put these strategies in place, always remember to provide as much value as you can. Be a helpful person who’s generous with information. Eventually the connections and opportunities will come to you.

Interested in some one-on-one LinkedIn training – Give us a call!

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Insurance Providers + LinkedIn = New Customers

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It’s time to learn to love LinkedIn (again). We know it might have been a while — You signed up once because you thought it’d be a good idea. Occasionally you get an email people are looking at your profile. Perhaps you’re subscribed to a few groups. You get notified about new insurance jobs or industry people who want to connect with you.

But you never sign back in — Who has the time? You need to service the insurance customers you\’ve got now, right? Well, yes. But that doesn’t mean you should dismiss LinkedIn out of hand. Here’s the thing — Used well, it’s an incredible way to get new customers, grow your insurance business, and get noticed. And who doesn’t want that? Certainly not you, and certainly not us.

So, deep breath, head over to LinkedIn, and learn how it can help your business thrive.

Connecting with potential customers on LinkedIn. LinkedIn is the largest network of professionals and business people in the world. And you know what all professionals and business people need? Yep. Insurance. Whether it’s business and professional liability, property, product, or personal coverage, they are your marketplace. You can use this to your advantage. It’s really not that hard – Trust us – Here’s how it works:

  • Update your LinkedIn profile — The five-year-old picture of you with the cheesy grin probably isn’t going to cut it. Go professional, and create a compelling profile to match. Tell your story, don’t just list your resume highlights. Why should someone buy their insurance from you? What’s your Secret Sauce?
  • Look at your Prospect List — Are you connected with any of them? Probably not, and that’s ok – We will get there! Now, see if any of your connections are connected with any of your prospects. Ask for introductions.
  • Make new connections within your tribe — Connect with other insurance professionals, people you used to work with, and other LinkedIn members. Stay on top of industry news and see what other folks are doing.
  • Join relevant groups — Where are your prospects hanging out?
  • Once you’re connected, develop relationships — Don’t try to push the sale – Build relationships, offer advice, have conversations. Wait for opportunistic moments to talk about your expertise
  • Move towards a sale — When the time is right, offer your guidance and ask prospects to view their insurance portfolio. The sale will happen if you’ve built up some trust.

Becoming an expert in your field. Something else LinkedIn allows you to do? Demonstrate your expertise. No, we’re not thinking about your talent at creating origami swans, or that time you replaced a carburetor without a manual, we’re talking about your insurance business acumen. There are several ways to share your expertise and build authority.

Writing on LinkedIn Pulse. LinkedIn Pulse is LinkedIn’s blog platform. Think of it as a place to create and write insightful, interesting articles and publish them to a wide audience. There are dozens of questions people have about insurance, but don’t know who to ask. You can create posts about those subjects, answer questions, and provide awesome advice.

If these posts do well, they’ll show up in other people’s LinkedIn feeds, LinkedIn search, and maybe even on Google. As the author of these pearls of wisdom, people will look at your profile, see where you work and… Well, you fill in the rest.

Participating in LinkedIn groups. While it’s true that many LinkedIn groups are nothing more than awful, awful spam factories, there are still some good ones out there. Once you’ve found a good group you can respond to questions about insurance and help people out with their insurance issues. Again, this builds your authority as an expert. The next time those people are looking to renew their policy, guess where they’ll turn? Right.

So, you can see, LinkedIn can be a great way to expand your reach and find new customers. Don’t consign LinkedIn to be somewhere you’ll visit “when you have the time.” Rekindle your LinkedIn relationship today, and turn it into a beautiful friendship.

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Reducing Risk and a Well-Rounded Book — Expanding Your Insurance business

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As an insurance provider or broker, you might have decided to specialize in a particular type of insurance. On one hand, that makes good sense, right? You’ve got expertise in a particular area, so you can give top-notch service and advice to your customers. But, by sticking to just one or two types of insurance and customer, you could be severely limiting your business growth, and no-one wants that. You don’t want all your eggs in one basket.

Diversification is smart.

Reducing your risk and liability, because no-one thrives on too much adrenaline. Insurance is all about managing risk, both for the carrier, and for you as an agent.

If you break into new specialties or areas you’re spreading the risk that something bad will happen in a particular area or for a certain type of insurance. For example, if you’re just insuring residential property in coastal Florida, and a hurricane hits — That’s a massive impact to your business. You can diversify via location, types of industry, or lines of insurance.

Expanding your business base, because you want to turn your revenue stream into a river. Selling insurance in more areas means more sales, which means more profit. There are probably only a handful of people who need insurance for their art collection, so it’s great to be an expert in this field – but make sure you are insuring all their lines of business! Their auto, home, workers’ comp, business insurance. Diversify, Diversify, Diversify.

It gives you lots of new marketing opportunities, especially with existing customers, which brings us neatly onto our next point.

Cross-selling and upselling, because just getting new customers is hard… One of the best things about having a variety of insurance lines is the ability to cross-sell and upsell them to existing customers. For Personal Lines – ensure you have home, auto and umbrella for all clients where applicable. For your commercial clients – do you have all lines of business and have you offered them life insurance and benefits?

The more you expand your book, the better these cross-selling opportunities become — It’s like a virtuous circle of insurance joy.

Better for your customers, because what’s good for them is good for you. Finally, having a more rounded book is better for your customers. They can buy all their insurance in one place, and have a single point of contact for all their insurance needs. That reinforces your brand, builds trust with your customer, and helps you stand out from your competitors. Well-rounded books have a much higher retention rate. And that’s pretty great.

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What You Need to Know About Facebook Advertising

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Since 2010, Advertising on Facebook has grown more than 680%. More than a million advertisers have spent more than $8 billion.

Every day, more businesses are pouring advertising dollars into the social network. Currently, it’s one of the most powerful avenues for paid marketing.

If you’ve ever used Google’s AdWords, you know that program shows ads to users based on their searches. If they search “Chinese food Omaha,” anyone who bought that term will show up first. Those types of ads are effective because the searcher is already looking for that solution.

Interruption ads, like billboards and TV commercials, are usually just noise. They get in your way and often provide no value.

Interruption Marketing

Facebook ads are interruptive (because the user didn’t request them), but they are powerful because they’re powered by Facebook’s tremendous data sourcing machine. Facebook keeps data on everything you or I do on the social network. It builds profiles for each user that catalogs everything they can.

Facebook knows your religion, political party, favorite soft drink, preferred book genre, and where you live. From basic pieces of data, they can extrapolate bigger things, like how much money you make, where you work and in what field, and your opinions on Donald Trump.

With all that data available, marketers buy ads that carefully target their ideal customers. You can have your ad shown to people based on their location, hobbies, interests, behaviors, and several other factors.
So even though I’m not requesting anything through Facebook, the ads that are shown to me are highly relevant. Since I’m interested in that content, I’m likely to click.

Growing Your Brand

The benefit over AdWords, is that you aren’t bound to a certain demand. Through Google, ads can only be shown when a similar phrase is searched. If customers aren’t searching it, the ads won’t display.

On Facebook, however, you can put your ads in front of people who may not know a solution or product like yours exists. This ad format is a great way to expand your brand.

It’s also good for promotion products or services that people ordinarily wouldn’t buy off the Internet. You may sell an extraordinary line of premium jam and jellies, but most people get those at the grocery store. You have to interrupt a user to market to them.

Buying Facebook Ads

Since 2014, Facebook has been using an ad buying structure that’s suited for serious testing and experimentation. Their goal is to give users all the tools they need to create powerful ads with solid ROI.

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If you use this structure properly, you can adjust audience segments and run different ads against one another to determine the most effective.

When you buy ads, you’ll first establish a budget. This prevents Facebook from charging you more than you expect (which would be very easy if you didn’t understand how to use the interface properly).
When an ad is to be shown, Facebook holds an auction. The auction considers three factors before displaying an ad:

  1. The advertiser bid – You can let Facebook choose this (recommended) or set the bids manually (for advanced users only).
  2. Ad quality and relevance – How much Facebook thinks people will like your ad.
  3. Estimated auction rates – How likely a person is to take your ad’s action.

Evaluating Your Campaigns

Once you set your ads, don’t forget about them! Even though they can be set to finish at any time, you’ll want to check back into the Ads Manager to see their performance. Facebook is great about showing you the data you need at a glance.

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Evaluate the results of your ad, the cost, and the reach. Does anything seem out of place? Can you do anything better? How can you tweak your ads to get better results?

The answers to those questions are an entire industry of advertisers, but that doesn’t mean Facebook’s ad program is beyond you. With some careful study and data-minded thinking, you can use Facebook to sell products, build subscriber lists, and grow your business.

Have you seen some really cool Facebooks ads recently? We\’d love to hear about them.

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4 Ways to Use Social Media to Build Brand Awareness

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You’ve heard that social media is a powerful tool for your brand. You’re ready to make content people love to share, but without those first fans, how do spread your message?

Choose the right social media networks

There are hundreds of social networks, but they aren’t all useful to you. Don’t spend your time putting yourself out there on a dozen networks. Find the ones that provide the best results and focus.

Facebook is the most common, but some brands fine it hard to get their content in front of fans if it’s not “sexy.” Instagram is designed for striking visual content and interaction, but there’s no real way to send traffic to another website. LinkedIn is designed for professionals who want to further their careers or find a job. Pinterest is best for visually pleasing subjects that need to be linked elsewhere, like crafts, recipes, and tutorials. Tumblr is for… Well, Tumblr is Tumblr.

Find influencers and exploit their fan base

When you don’t have much of a brand, you need to get your content front of eyeballs. The best way to do that is to leverage the fan base of someone who has already done the hard work.

First, find popular accounts with similar fan bases. Then, collaborate with those accounts so they share your content. You won’t have much to offer in return, so your content has to be stellar (something their fans would love to see) or pay for the privilege.

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Don’t sell too hard

People aren’t using social media to buy products. As much as the social networks would like that to be an avenue for sales, they just aren’t effective. If you’re looking for a clear ROI from your social media marketing efforts, you’re gonna have a bad time.

Social media is about putting yourself in front of your fans with value. At least 80% of your content should be about the customer, not about you. What are their problems? How can you offer information, links, or images that solve those problems? You don’t have to get fancy here. Sometimes the user just wants to be entertained.

Use paid campaigns

Technically, you can build an audience on any social network without investing anything other than time. But who has time? Each social network has their own ad platform. You’ll have to decide which is right for you. In the case of Facebook, for instance, you can pay to have Facebook push your page on other people. On Twitter, you can buy a promoted tweet that forces your content into people’s feeds.

No matter which platform you use, always use their targeting options. Drill down as deep as you can to stretch your money as far as possible. You only want to show your content to people who care.

Post often

At first, it may seem like you’re publishing for no one. Once a few start trickling in, maintain a consistent publishing schedule. Many would-be fans check out your content before committing to make sure you’re worth their interest. If they see you post infrequently or irregularly, they won’t both.

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Be engaging and responsive

Social networks are just that: social. People expect to talk to brands. They want to interact with you because they love your content or product. If you don’t respond, they’ll stop engaging or unfollow from your page/account.

However, if you delight your fans by replying to their comments, liking their content, and making yourself a part of their lives, they’ll reward you by spreading your message to their fans.

Always remember: social media is a tool. And like all tools, it’s only as effective if you use it. Don’t sit around and wait for results. Be active. Be social.

Need some additional guidelines and tips – give us a call!

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Why You Should Be Using Drip Campaigns

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When someone subscribes to your email list, it’s important to capture their newfound interest by making a strong connection. The best marketers use drip campaigns to quickly interact with new fans in a short period of time.

A drip campaign is an automated series of emails sent to your subscribers. The emails are sent on a specific timeline or based on user actions. There’s no denying their effectiveness. The email marketing app Emma found that targeted emails are far more likely to earn clicks than general broadcast emails. In fact, links in drip emails are clicked 119% more often.

Drip campaigns typically begin with a welcome email that reminds the fan how they signed up and what they can expect from you. Further emails can take different shapes depending on your goals. A campaign may introduce your fans to your best content or answer common questions about your product or service. Some campaigns are almost entirely educational, designed to deliver tremendous value to subscribers.

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The most common structure of drip campaigns is called lead nurturing: an email course that solves a subscriber’s problem. The fan signs up on your website because he’s interested in the information you promise. They involve five to seven emails with a two-day delay between each. Marketing automation experts at Drip report that lead nurturing creates 50% more customers ready to buy.

Throughout the emails, the campaign offers information that soothes the reader’s pain points. Each email should end with a call to action, usually a link to additional content or offers on your website.

Toward the end of the course, position your product or service as a logical solution to the problem with calls to action that encourage the visitor to sign up. By this point, you should have offered enough value that the reader considers you an expert.

As you begin to craft your email series, use these guidelines.

DO understand your reader. You have to create your copy to solve their problems. First, you have to know what their problems are.

DON’T be sales-y right away. If you hit your fan too hard with sales copy, you’ll turn them off from the experience. You must provide value first.

DO end every email with a call to action. Just because they’re done reading doesn’t mean they’re done engaging. This can be a link to a blog post, a social action (like, share, follow, etc.), or a link to a landing page.

DON’T rush the reader down the buyer’s journey. For instance, content that compares your service to competitors should come after you convince the user they need a service like yours in the first place.

DO move the user into your broadcast list once the drip campaign has completed. Most email marketing applications offer procedures like this.

We\’d love to hear your feedback on drip campaigns – on successes, failures, or even programs that you like or dislike.

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Delight Your Customers

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We’re all familiar with the 10 commandments of customer service: The customer is always right, know your customers, listen to your customers, etc. But in a world when news and opinions are widely shared on social media and stories go viral on the internet, why not delight your customers.

ReferralCandy, which operates a customer referral software program, compiled a list of 17 examples of how companies gave their customers something to rave about. The online publicity and word-of-mouth buzz these companies generated for customer service is epic.

Here are 5 of the best of the list. Enjoy.

Taco Bell’s “Operation Alaska”

“Yoquiero Taco Bell”A remote Alaskan town craving tacos was devastated when plans to open a Taco Bell turned out to be a hoax. When the restaurant chain heard about the cruel joke, it air lifted ingredients for 10,000 Doritos Locos tacos.

A Porterhouse steak would be nice

Before boarding his plane, Peter Shankman, an angel investor, tweeted to Morton’s Steakhouse Twitter account that he’d love a porterhouse steak waiting for him when he landed in New Jersey. He found one at the baggage claim, free of charge.

Virgin Trains has got your back

A teen trapped without toilet paper on a Virgin train from London to Glasgow tweets for help. A Virgin Trains social media staffer reads his tweet and sends a train employee to give him a loo roll.

Trader Joe’sto the rescue

Trader Joe’s in Wayne, Pennsylvania sent someone out in the middle of a winter storm to deliver groceries to an 89-year-old veteran. The man’s daughter frantically called several stores in the area trying to get groceries delivered. Trader Joe’s, which doesn’t deliver, brought the groceries to the man and didn’t charge him.

Zappos delivers shoes to woman for free

A women checks into a Las Vegas hotel and discovers she forgot to pack her favorite shoes. She tries ordering them online from Zappos, but they are out of stock. When she calls Zappos’ customer service for help, an employee buys her the shoes at another store and delivers them to her hotel room, free of charge.

You can read the full list of customer service feats here.

Need help generating visibility and buzz for your company. Click Red Barn for our contact info.

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Creating New Banking Customers – The Art of the Email Drip

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If you oversee the marketing or sales for a bank or credit union, you’ve probably placed your fair share of ads in local newspapers, had some promotions on the local radio show, and launched a fabulous Facebook page. Hopefully, you’ve gotten some feedback, adjusted your strategy, and carried on. One marketing avenue you might have overlooked is the quiet, simple, inexpensive, humble email.

It’s true that email marketing sometimes gets a bad rap – Many are afraid of clogging their client’s inbox, being lost in a sea of spam, or getting an “opt out” notification. Fortunately, there’s a solution – Send emails that aren’t all about selling. Instead, focus on building trust, showing expertise, enhancing reputation, sharing great information, and being useful to your customers. Sneak in a subtle call to action here and there by all means, and you’ll find it effective. That’s why “Email Drip Campaigns” work really well for banks, credit unions, and financial institutions.

Why email drip campaigns work

Email drip campaigns are more successful than standard email campaigns because they’re not directly selling something. People are put off by overly “salesy” messages, so drip campaigns avoid them. An email drip campaign will:

  • Share genuinely useful information with your customers and potential customers.
  • Reinforce the name and brand of your bank or credit union with your customers.
  • Show that you understand the needs of people who may require your services.
  • Alert people to news, information and other content that could be useful to them.
  1. A customer or potential customer provides you with their email address, and agrees to get emails from you.
  2. You create a strategy for sharing useful banking and financial information with email recipients and create a series of emails.
  3. You send out emails on a periodic basis according to your strategy and timetable.
  4. Customers and potential customers read these emails and choose to act on them.

We call these “drip campaigns” because they’re designed to work over time — A slow reinforcement of your bank’s brand, expertise, and authority showing how you can help out your personal and business customers.

The type of information your bank could share

Here are some examples of the type of content that does well in email drip campaigns:

  • Simple advice on household budgeting and how to make money go further.
  • Financial planning for vacations and special events, especially at seasonal times of the year.
  • Clear information on investments and how customers can start making their money work for them.
  • Information on the housing market in your local area and whether it’s a good time to buy or sell.
  • Explanations of good money management, including credit and debt.
  • Business centric articles on succession planning, the economy, company culture, and more.
  • Advising people on savings, insurance, and other key areas.

Of course, you can mention your products and services in these emails, but that’s not the point of sending them out. Instead, you’re providing genuinely useful, actionable information to help your customers make better decisions. As a result, they’ll trust you more, and people simply prefer doing business with organizations they trust.

The information you provide doesn’t need to be limited to your emails either. You could have a blog on your website that the email links through too, and where you expand on key information. That also has the benefit of “search engine optimization,” meaning the content could show when people search online.

If you want to learn how to create an affordable lead generating magnet for your bank or credit union – why not give us a call? It’s what we do – We’re lead generating machines here at the Red Barn.

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