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OnDemand Course

Aligning Your Financial Institution's Website and Marketing Strategy

Learn how to effectively position your organization and bring your unique marketing message to life.

The marketplace for your financial services is evolving and changing every day. There are new competitors, new technologies and ever-changing regulations. It can be difficult to create differentiation and attract new customers through all the messages and the noise. This topic will provide you with fresh and insightful strategies to more effectively position your organization and bring your unique message to life. We will show you how to align your marketing and website strategies. You will see how to increase engagement with existing customers, attract more customers and separate yourself from the pack. Next, you will learn how to simplify the data and focus specifically on KPIs (Key Performance Indicators) important to driving your success forward.

92 minutes
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Effectively Positioning Your Financial Institution

  • Evaluating the Marketplace
  • Branding a Unique Positioning to Drive Effective Marketing
  • Planning an Aligned Website

Aligning Your Website and Marketing Strategy

  • Effectively Telling Your Story
  • Website IA, UX and Functional Alignment
  • Content Rules of Thumb

Multiplying Your Online Success

  • Developing Your Success Measures
  • Creating More Effective Engagement Journeys
  • Continuing to Improve Your Results
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on September 27, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John Vachalek

John Vachalek

Webolutions

  • Founder and CEO of Webolutions
  • 25 years of website and marketing expertise
  • Clients include banks, credit unions, investment advisors and CPAs
  • Credit Union National Association award winner for website marketing
  • Over 2,000 websites created
  • Background in finance and accounting
  • Past board chair, South Metro Denver Chamber of Commerce – over 1,600 members
  • Leader Smart Marketing for Business – over 2,300 members
  • Can be contacted at 303-300-2640 or [email protected]
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More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406238
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