BAI Fireside Chat

As financial institutions approach their upcoming budgeting cycles, there is a lot to consider and a lot at stake. In today’s competitive financial services market, every dollar counts in the fight for consumers’ attention. Putting together a budget, and getting it approved, can put strain on the CMO/CFO relationship. Sharon Cook, VP of Financial Institution Client Strategy, discusses what financial services marketers need to consider as they build their budgets for next year in this 30-min Fireside Chat.

Key Takeaways:

  • Get insights into what other marketers in the financial industry are planning for their upcoming budgets.
  • Compare your budget considerations and strategies with those of your peers to identify best practices and innovative approaches.
  • Discover actionable tips and strategies for creating an effective marketing budget, with specific considerations for optimizing spending and achieving goals.
  • Get advice on how to make the most of your marketing budget — from legitimizing spend and justifying initiatives to calculating and presenting important metrics to other key leaders to prove the value of your contributions.

Please submit a completed form to receive an email with a link to the recording.