Financial Marketing Kits

Financial marketing, for any organization, is about building trust with your customers. As your organization looks to the future at upcoming generations, it pays to know what their expectations are. 

For example, millennials are coming into their own (financially speaking). They're the ones generating capital, the potential homebuyers and investors, and the audience most in demand for financial organizations. How are you marketing to them effectively? How are you sharing values and relating to them?

Financial Marketing for Every Institution

Relating to a generation of people is a tall order, but there are some universal techniques that can help you connect with millennial marketing tactics. According to Digital Authority, millennials are looking for specific things when they're choosing financial services: 

  1. Incentives
    Introductory offers and better incentives than their current institution are surefire draws. 
  2. Awards and savings
    Offering awards and saving them money on fees or other things is key to marketing to millennials. 
  3. Digital services
    92% of millennials pick their institution based on the digital services they offer. Basically, if they never have to physically set foot in a place, the better. 

Additionally, millennials are big on personal referrals. Knowing someone who has had a good experience (and is willing to talk about it) is a great way to generate interest and business. One way that an organization can do that is by producing Instagrammable moments, like these marketing kits we created for Fifth Third Bank. 

In these financial marketing pieces, you can see how Fifth Third integrated their brand into the design not only by the using their color palette, but by customizing the boxes' interior tray and magnetic flap. We love how this piece is bright and bold, and best of all, prominently features the financial organization. 

Creating pieces that a customer wants to photograph isn't always the most intuitive process for financial services. Luckily, though, it is an area we have some experience in. Partner with Sunrise Packaging to start marketing to the Instagram generation. Contact our team today!