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Professional Banking CRM Services

Marketing Campaign Consulting

With SEDONA CRM and our ongoing professional services support, your financial institution’s marketing department can realize significant time and budget savings. Through consulting, we will help you optimize your marketing programs by enabling you to ...

  • set up and track targeted marketing and sales campaigns
  • break down data into the result categories you desire – such as response rates for hardcopy mailings versus email outreach
  • see just how effective various marketing campaigns are with any banking product or banking service
  • quantify the return on your bank’s marketing investments.

We will work closely with your financial institution’s marketing department. If your financial institution does not a marketing department, we will in essence become your marketing department. We will send you one of our bank marketing specialists – someone who knows banking inside out and can offer expert consulting. We will ask about your marketing goals, then, based on our banking background, we’ll ...

  • point out your best marketing opportunities
  • show you the best way to reach your target audience(s)
  • create a rough marketing plan for your bank or credit union
  • implement the marketing plan, setting up your queries and reporting, and
  • provide ongoing help to keep you on task with your marketing programs.

For marketing campaign consulting that makes a difference at your financial institution, Contact SEDONA. Our staff is ready to put its 100-plus years of combined banking experience to work for you.