Top 10 Steps to Using Data to Drive Meaningful Customer Journeys
New England Financial Marketing Association Blog
by Janice Jackson
8M ago
Today’s consumers expect communications be specific to their individual situation. A one-size fits all cookie cutter approach is no longer accepted, and as financial institutions we do not get a pass on this.  Customers know we have large amounts of information on them and expect that we will use it to communicate with them as individuals. To accomplish this hyper-specific customer journey, we must unlock the individualized data to automatically reach each customer with the right message, at the right time, all the time. Here are 10 steps to help you drive a more meaningful customer jou ..read more
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FACES OF NEFMA: Kerri Madnick
New England Financial Marketing Association Blog
by Janice Jackson
10M ago
Kerri Madnick VP of Retail Marketing Product Manager | Middlesex Bank Meet NEFMA Board Member, Kerri Madnick! Kerri joined NEMFA eight years ago, just as she was beginning her career in the banking industry. Currently, she works for Middlesex Savings Bank, and serves on NEFMA’s executive team as secretary and is an active member of the education/membership committee. Kerri enjoys being a NEFMA member because of the ample networking opportunities, the connections she’s made with fellow bank marketers, and the relationships she’s cultivated that have helped her grow both personally and prof ..read more
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FACES OF NEFMA: KAREN MARRYAT
New England Financial Marketing Association Blog
by Janice Jackson
10M ago
Karen Marryat Senior VP Marketing Needham Bank NEFMA Treasuer Karen brings an immense amount of banking experience to NEFMA as the treasurer with 30 years in the banking industry, at least half of them being spent as a NEFMA member. Her favorite part of NEFMA is the built-in network of industry peers, and friends, that she can rely on. “I love having a built-in network of other bank marketers and partners to turn to when I’m looking for advice or a new solution. The NEFMA network is really helpful when it comes to finding a new partner, supplier, or identifying personal job candidates. I can t ..read more
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Spring Cleaning Your Brand
New England Financial Marketing Association Blog
by Janice Jackson
11M ago
It’s that exciting time of year again when we begin to transition into the season of renewal.  Part of that transition into spring includes cleaning our home offices, dusting off the shelves, and sorting through our books and knick-knacks to ensure we keep only the things that spark joy (thanks Marie Kondo!) As marketers, it’s important we think about branding the same way as our homes and take the time to open up the windows, inviting fresh ideas and new perspectives in the warmer days ahead. We understand the prospect of spring cleaning can at times be daunting, whether you’re fresheni ..read more
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The Faces of NEFMA: Karen Marryat
New England Financial Marketing Association Blog
by Janice Jackson
11M ago
Meet NEFMA member, Karen Marryat! Karen brings an immense amount of banking experience to NEFMA as the treasurer with 30 years in the banking industry, at least half of them being spent as a NEFMA member. Her favorite part of NEFMA is the built-in network of industry peers, and friends, that she can rely on. “I love having a built-in network of other bank marketers and partners to turn to when I’m looking for advice or a new solution. The NEFMA network is really helpful when it comes to finding a new partner, supplier, or identifying personal job candidates. I can think of at least a half do ..read more
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Breaking through the ‘sea of sameness’: Innovative tips for marketing mortgage loans & pre-approvals
New England Financial Marketing Association Blog
by Janice Jackson
1y ago
By Molly Pastore, VP Marketing – Navigant Credit Union Molly Pastore , NEFMA Board Member We’re all marketers in the financial sector, so let’s be honest: when it comes to the details of the products and services we’re selling, it can be difficult to spot the difference between our offerings and our competitor’s. This is especially true in the residential lending category, where – for the most part – mortgage rates look similar across the board. As marketers, we’re all wading through this “sea of sameness” with a similar goal,  to find new, innovative tactics to help our products stan ..read more
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The Faces of NEFMA: Jamie Conaghan
New England Financial Marketing Association Blog
by Janice Jackson
1y ago
Say hello to NEFMA’s vice president, Jamie Conaghan! Currently working at the Main Street Bank in Malborough, Massachusetts, Jamie has 15 years of banking industry knowledge and has been a member of NEFMA for eight years. In addition to serving as the vice president of NEFMA’s Board of Directors, she is also the co-chair of the programming committee. Jamie loves being part of NEFMA because of the opportunities it has provided for her to learn and grow professionally. She’s found value through absorbing the educational content offered by NEFMA during conferences and virtual seminars focused o ..read more
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Creative Ways to Lower Holiday Spending
New England Financial Marketing Association Blog
by Janice Jackson
1y ago
Bank Marketers: Use this fun article to share on your social channels to help increase engagement, cheer, and thoughtful spending, throughout the holiday season!  The holiday season often leads to overspending and racking up debt when it should be about merriment and cheer! Holiday related expenses often include the obvious like presents and food, but it’s important to remember things like wrapping paper, cards, and decorations which can throw a wrench in budgets too. If you don’t have an unlimited holiday budget, there are ways to combat overspending by doing some pre-planning, expressi ..read more
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The Faces of NEFMA: Shelley Regin
New England Financial Marketing Association Blog
by Janice Jackson
1y ago
Meet NEFMA’s president, Shelley Regin! Shelley is a seasoned banking professional with 26 years of experience, and first joined NEFMA as a member almost ten years ago. Shelley is also a Certified Financial Marketing Professional and an advisory board member for the American Bankers Association where she also teaches at ABA’s Bank Marketing School. In addition to having served as the president for almost a year, Shelley works for Country Bank as their Senior Vice President of Marketing and serves on NEFMA’s programming and awards committees. She recommends getting involved with NEFMA because i ..read more
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Navigating Your Career
New England Financial Marketing Association Blog
by Kerri Robinson
1y ago
Taking your career to the next level and thriving. By Kerri Robinson, Middlesex Savings Bank, NEFMA Board Member Do you have career dreams and aspirations? Are you ready to level-up but don’t know where to start? Growing in your career takes ambition. Today, I will give you my advice on how to advance in your career. Ready? Let’s go! • Schedule time with your manager to discuss development. Discuss what the next level of your role looks like. Is there a gap between your role and the role that lies ahead? How can you fill in those gaps? Work on a development plan and take action to get there ..read more
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