This program is brought to you by NC Bankers Association, ABA, Fintel Connect, Georgia Bankers Association, Maryland Bankers Association, Massachusetts Bankers Association,  Pennsylvania Bankers Association and Virginia Bankers Association. 

It is ABA accredited and each approximately 45-minute session is worth 1 CFMP Credit, for a total of 4 CFMP. The program is live and will also be made available On Demand.

November 29, 2022

11:30 AM – 1:00 PM EST (small break in between Part 1 and Part 2)

Part 1 – Boost Your Landing Page Conversions: Best Practices for Every Bank Product (1 CFMP Credit)

Speaker:

• Neha Anada (Money.com)

Description:

Landing pages are like the entrance to your virtual branch: they can make – or break – your success in in winning a new customer. Neha Anada oversees business development and strategic growth for the Personal Finance portfolio on Money.com, ConsumersAdvocate.org and their owned and operated network of sites, shares the secrets to boosting landing page conversion rates for different bank products, including everything from mortgages to small-business loans to checking accounts. By the end of this session, you’ll understand the best practices of bank landing pages at a product-specific level.

Objectives:

• Proven design strategies
• Best practices for new customers vs. current customers
• Calls-to-action that capture more clicks

Part 2 – Maximize Your Paid Search Traffic: How to Avoid Overspending (1 CFMP Credit)

Speaker:

• Anthony Costanzo (Cage Point)

Description:

Paid search can be highly effective in filling and retaining customers in your bank’s funnel. But Google Ads can be difficult to navigate, and mistakes can be costly. Anthony Costanzo, Executive Vice President and Head of Analytics at Cage Point, guides you through his proven strategies for paid search, explaining the features that will help you get better results. After this session, you will take away uncomplicated ways to laser-focus your ad targeting, deliver high-quality ad copy, and minimize your misspend.

Objectives:

• Identify key Google Ad platform features that you shouldn’t ignore
• Examples of ad copy that drives clicks, and the message strategies behind them
• Deciding how much (or little) to spend between paid search vs. paid social vs. influencer/affiliate marketing

November 30, 2022

11:30 AM – 1:00 PM EST (small break in between Part 1 and Part 2)

Part 3 – Scale Your Digital Customer Referrals: Influencer Marketing to Win More Customers (1 CFMP Credit)

Speakers:

• Alana Levine (CRO and founding member of Fintel Connect, the leading specialist in influencer/ affiliate marketing technology for the financial industry)
• Apple Crider (Co-founder of the Creators Agency, expert in influencer marketing who manages dozens of creators and is a creator himself)

Description:

Once new customer applications start coming into your bank’s website, how do you scale your success without overstretching your budget? Enter financial bloggers and influencers like Milan Singh, Money Under 30 or Business Insider who can drive qualified leads to your landing pages in a highly cost-effective way. By the end of this session, you will understand the requirements for influencer marketing campaigns and how to set up your partnerships for success.

From learning how to find the right influencers to determining cost-per-acquisition rates, this session will give you the knowledge you need to bring influencer marketing into your lead gen strategy.

Objectives:

• Understand the requirements for influencer partnerships for banks
• Locating and qualifying influencers that fit your brand’s profile
• Managing influencers and affiliates, including payment models and compliance

Part 4 – Optimize Your Campaign Strategy: Tracking & Analytics for Continuous Improvement of Lead Gen (1 CFMP Credit)

Speaker:

• Hunter Young (Former banker and now Founder of HIFI Agency,  a modern brand and digital marketing firm dedicated to helping financial companies build lasting media and marketing strategies, spend wisely, and scale faster)
• Alana Levine (CRO and founding member of Fintel Connect, the leading specialist in influencer/ affiliate marketing technology for the financial industry)

Description:

To keep your lead gen campaigns flowing the right way, tracking and analytics are a must. In this session, the speakers will cover the requirements for tracking the end-to-end success of your lead generation campaigns, including landing pages, paid search, and influencer/affiliate marketing partners. This session will also uncover efficiencies and processes that can streamline your reporting to minimize manual resources (and headaches) for your marketing team.

Objectives:

• Metrics that all banks should pay attention to
• Establishing two-way transparency with marketing partners
• Technology options for speed and efficiency in tracking