Big Ideas for Bank Marketing – Strategies to Shake Up the Status Quo in 2020

Marketing & Sales

Customer expectations are at an all-time high and only the creative, agile marketer will be able to help their institution stay competitive in the year ahead. In this webinar, participants will explore emerging consumer behaviors and the marketing trends that should guide strategic choices in 2020. Increasingly, marketing success will depend on a marketer’s understanding and use of the innovative new tools, platforms, and technologies that are disrupting the bank marketing landscape.

Who Should Attend: Marketing Director, Marketing Strategist, Digital Marketing Coordinator, Marketing Content Writer

Learning Objectives

  • Learn about five marketing trends to guide efforts in 2020
  • Discover what is at the foundation of those marketing trends 
  • Learn how competitors are leveraging channels like voice and video
  • Gain five life hacks to help keep up with the fast pace of change in bank marketing


Jim Perry
Senior Strategist
Market Insights
Jim Perry is Senior Strategist at Market Insights, a consulting firm specializing in the development of strategies that help community banks position themselves for profitable growth. Jim has consulted with clients throughout the United States since 2005. The majority of his work is concentrated on marketing, branding, culture, leadership development, and strategic planning. He has shared his insights at state, regional, national and international conferences. Thousands of community banks and credit unions follow his daily Twitter feed for industry trends and the latest news on mergers, fintech, marketing and much more. As a consultant, trainer and public speaker, Jim is known for making complex concepts easy to understand and simple to apply.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


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