What is an Outsourced CMO and Why You Need One

You may be wondering what an outsourced Chief Marketing Officer is. Simply put, it’s a marketing professional who is not employed by your company, but works with you on a contractual basis. Many business owners find that hiring an outsourced CMO is the best way to get the help they need without having to add another full-time employee to their staff. In this blog post, we will discuss some of the benefits of working with an outsourced CMO and why you may need one for your business.

What is an outsourced CMO?

An outsourced CMO (Chief Marketing Officer) is a professional who provides marketing services to an organization without being on the company’s payroll. The role of an outsourced CMO, sometimes called a fractional CMO can vary depending on the needs of the company but typically includes developing and executing marketing strategy and overseeing marketing campaigns. Many companies choose to outsource their CMO because it allows them to access experienced marketing talent without the need to hire a full-time executive. In addition, outsourcing can be a cost-effective way to fill a temporary gap in leadership or expertise. Let’s see how an outsourced CMO can benefit your business.

Access to better CMO tools

When you hire an outsourced CMO, you get access to marketing tools and resources that you might not otherwise have. This can be a major advantage, particularly if you’re on a tight budget. With an experienced fractional CMO company on your marketing team, you’ll have access to the latest marketing software, research platforms, and best practices. In addition, an outsourced CMO can provide valuable insights into your target market and help you develop strategies for reaching your customers.

Streamlined messaging & branding

Here’s a closer look at how outsourced CMO services can help streamline your messaging and branding:

A CMO will help you define your target audience

One of the first things an outsourced CMO will do is help you define your target audience. This is important because if you don’t know who you’re trying to reach, it will be very difficult to craft an effective marketing strategy. The CMO will work with you to determine who your ideal customer is and what needs and wants they have. Once you have a clear understanding of your target audience, you can begin developing marketing campaigns through either organic or paid marketing channels that are designed to appeal to them.

A CMO will help you develop a unified messaging strategy

Another benefit of hiring an outsourced CMO is that they will help you develop a unified messaging strategy, such as creating one consistent message that is communicated across all channels, from your website and social media accounts to your email marketing campaigns and print advertisements. A unified messaging strategy is important because it ensures that your customers receive the same message regardless of where they encounter your brand. This helps to build trust and credibility with your target audience.

They will help you stay on brand

In addition to helping you develop a unified messaging strategy, an outsourced CMO will also help you stay on brand. This means making sure that all of your marketing materials reflect your company’s core values and identity. For example, if your company is known for being fun and innovative, your marketing materials should reflect this. An outsourced CMO can help you ensure that all of your marketing initiatives are aligned with your brand identity. 

Leverage invaluable marketing acumen

A good CMO will be able to quickly identify any gaps in your existing strategies and offer solutions for addressing them. This can help you stay ahead of the competition and ensure that your marketing initiatives are as effective as possible. This gives you a lot more firepower than if you were to try to do everything yourself or with a small internal marketing department.

You’ll get experience and expertise

An experienced CMO will bring a wealth of knowledge and skills to your business, including understanding market trends and what works best in digital marketing. They’ll also be able to help you create a comprehensive plan for reaching your target audience, which is essential for any successful marketing strategy.

Generate more efficient workflows

An outsourced CMO can help you identify inefficiencies in your current workflow and can help you create streamlined processes that save time and money. They will also be able to suggest different tools and technologies that could help you automate certain tasks or integrate existing systems and they can help you develop new processes and systems to improve efficiency as well as help you implement those changes in the most effective way. This can ultimately help you maximize your return on investment and ensure that you’re getting the most out of your marketing budget.

Obtain a new perspective and knowledge base

Many businesses today are led by CEOs who come from a finance or operations background. While this perspective is important, it can sometimes lead to a lack of focus on marketing and the customer experience. This is where hiring a Chief Marketing Officer (CMO) can be beneficial.

A CMO will provide a fresh perspective 

If you’re used to looking at things from a finance or operations perspective, it can be difficult to see the forest for the trees when it comes to marketing. This is where having a CMO on your marketing team can be invaluable; they’ll be able to provide an outside perspective that can help you see things in new and innovative ways. 

A CMO can help you better understand your customers

A better understanding of your target market is essential to developing more effective marketing campaigns. A good CMO will have their finger on the pulse of what’s going on in the world of marketing and will be able to provide insights that can help you better reach and serve your target market. 

Enhance overall business output

A CMO is responsible for driving growth and ensuring that a company’s marketing tactics are aligned with its business goals.

Here are just a few of the many benefits.

  1. Improved overall business output – A good CMO will have a positive impact on every aspect of your business, from sales and customer acquisition to product development and branding.
  2. Increased focus on customer needs – A CMO will make sure that your marketing efforts are focused on meeting the needs of your target market. This includes understanding their pain points and developing solutions that address them.
  3. Greater ROI from marketing spend – A CMO will help you get the most bang for your buck. They’ll develop strategies that are designed to achieve specific objectives and deliver measurable results.

Gain access to qualified fractional CMOs

Fractional CMOs can provide your business with the same level of expertise and experience as a full-time CMO but at a fraction of the cost. Here are three major benefits of gaining access to fractional CMOs for your business:

  1. Cost efficiency – Hiring a full-time CMO can be expensive and hiring multiple part-time CMOs can quickly become unmanageable. They provide the same expertise and experience as a full-time CMO but at a fraction of the cost.
  2. Agility – Fractional CMOs can help you move quickly with their outsourced marketing team and pivot if needed in order to keep up with changing customer needs or market conditions.
  3. Customized solutions – Fractional CMOs can tailor their approach to your specific business needs and help you achieve the desired outcome.

Accelerate revenue growth

A good CMO will develop and implement an effective marketing strategy that will help you to reach new markets and tap into new sources of revenue. In addition, a good CMO will be able to track the results of marketing campaigns so that they can be tweaked or changed if necessary in order to maximize their effectiveness.

Another benefit of hiring a CMO is that they can help you to improve your brand awareness and reputation. They will work with you to develop a brand identity that accurately reflects your company’s values and mission. In addition, they will make sure that your company’s branding is consistent across all channels, from your website to your social media accounts to your physical marketing materials.

Finally, hiring a CMO can also help you to improve your bottom line. They will carefully manage marketing expenses so that they are in line with your budget and make sure that all marketing campaigns are as effective as possible so that you get the most bang for your buck. By improving your bottom line, you’ll have more money available to reinvest in other areas of your business or take care of other pressing needs.

Take a goal-oriented approach

They will take a goal-oriented approach to your business and will always be looking for new opportunities to grow and improve. Here are just a few of the ways a CMO can benefit your business.

A CMO will help you define your goals

The first step to achieving success is knowing what you want to achieve. They will work with you to define your goals and develop a plan to reach them. Without a clear goal, it’s impossible to measure success.

A CMO will create a data-driven marketing strategy 

Once your goals are defined, a CMO will help you create a marketing strategy based on data and analytics. By understanding your target audience and what they want, a CMO can develop a plan that is much more likely to succeed.

A CMO will manage your brand reputation. 

Your brand is one of your most valuable assets. A CMO will help you protect and enhance your reputation by managing your online presence and developing positive relationships with customers and other stakeholders.

A CMO will drive growth through innovation. 

A good CMO is always looking for new ways to grow your business. This could involve developing new products or services, expanding into new markets, or finding a new marketing strategy to reach your target audience. By constantly innovating, a CMO can help you stay ahead of the competition and keep your business growing.


An outsourced CMO is a valuable asset for any business looking to achieve its goals. They can streamline your messaging, create data-driven marketing strategies, generate more effective workflows, and more. By hiring an experienced CMO, you can benefit from the same expertise and insight as a full-time CMO, without the expensive overhead.


Bank Marketing: Designing Websites That Create More Customers

When it comes to marketing, the banking industry has always been a little bit behind the curve. However, in today’s digital age, that is starting to change. More and more banks are realizing the importance of having an online presence, and are investing in web design and development. In this blog post, we will discuss some of the strategies that banks can use to create websites that generate more customers.

A well-designed website will help to create a positive first impression for target customers, encouraging them to explore your site further.

As anyone who has ever looked for a new job knows, first impressions are important. The same is true when it comes to businesses and their websites. New customers will form an opinion of your company based on the design of the web pages on your website, and if that first impression is positive, they are more likely to explore your site further.

A well-designed website will be visually appealing and easy to navigate, making potential customers want to stick around and learn more about your business. In contrast, a poorly designed website will turn potential customers away before they even have a chance to see what you have to offer.

So if you want to encourage new business and have your existing customers explore your site further, make sure that your website makes a good first impression.

Your website should be easy to navigate, with clear menus and concise text that helps customers quickly find what they’re looking for.

A poorly designed website can be frustrating for customers and drive them away before they’ve had a chance to learn more about your products or services. On the other hand, a well-designed website is crucial for any business that wants to succeed online.

Customers should be able to easily find what they’re looking for, whether it’s a product, a service, or information about your company. That means your website should have clear menus and concise text that helps visitors navigate the site and find what they need.

Place important information in easy-to-find places

If you want people to actually read the important information on your website, you need to put it in an easy-to-find spot. That doesn’t mean hiding it at the bottom of a long page of text; it means placing it prominently so that visitors will see it right away.

A good rule of thumb is to put important information “above the fold,” meaning on the part of the page that’s visible without scrolling. This could be an eye-catching headline or banner, or a simple box with key information.

You can also use visual cues like arrows or highlighted text to draw attention to important content. Just make sure that your most important information is easy for visitors to find, or they’ll quickly click away.

Keep the website updated with fresh content

It’s important to make sure that your website is kept up-to-date with fresh content. This helps to ensure that your visitors will have the most recent information available to them, and it also helps to improve your search engine ranking.

One way to add fresh content to your website is to post regular updates. You can also include a blog on your website, which is a great way to keep your visitors engaged. Another way to keep your website updated is to regularly add new photos and videos.

This will help to keep your site looking fresh and exciting, and it will also give your visitors a reason to keep coming back. By keeping your website updated with fresh content, you’ll be able to ensure that your visitors always have the most current information available.

The overall look and feel of your website should reflect the values of your bank, creating a sense of trust and reliability among visitors.

When you’re choosing a bank, you want to feel like your money is in good hands. Part of that feeling comes from knowing that the bank shares your values – whether it’s a commitment to sustainability or a focus on customer service.

But another part of that feeling comes from the look and feel of the bank’s website. Is it easy to navigate? Does it look professional and trustworthy? Or does it look like it was designed in 2005?

The fact is, the design of your website does make a difference. Potential customers will make assumptions about your bank based on the visual cues they see on your site. If your site looks outdated or unprofessional, they’ll assume that your bank is, too.

On the other hand, if your site looks modern and sleek, they’ll have more confidence in your ability to provide them with the services they need.

So if you want people to trust your bank, make sure your website reflects that trustworthiness.

Your website should also be responsive, so it looks good on all devices regardless of screen size or resolution.

In today’s world, it’s essential for businesses to have a website that is not only informative but also looks good on all devices. With the vast majority of people now using smartphones and tablets to access the internet, it’s important to make sure that your site is responsive, so it can be viewed easily on any device.

A responsive website will automatically adjust to fit the screen size of the device it is being viewed on, making it easy to read and navigate. In addition, a responsive website will also scale images and other elements to ensure that they look sharp and clear, regardless of the resolution of the device. By making your website responsive, you can be sure that it will always look its best, no matter what device your visitors are using.

Test your website to make sure it’s working properly

Before you launch your website, it’s important to put it through some tests to make sure everything is working properly. After all, you don’t want your visitors to encounter any errors or unexpected problems.

One way to test your website is to simply try accessing all of the pages and see if they load correctly. You can also click on all of the links to make sure they lead to the right destination. Another important test is to fill out any forms on your site, such as contact forms or registration forms.

This will help you ensure that the forms are submitting correctly and that you’re receiving the information you need. By taking some time to test your website, you can be confident that it will provide a smooth and enjoyable experience for your visitors.

This is something your bank can use to engage its customer base by having its current customers take a survey or get rewarded when they find a bug in the website.

Being able to redeem credits or rewards through an online store can foster goodwill among potential customers as well as its current ones.

Driving traffic to your website

Now that your website is up and running, it’s time to start driving traffic to it. There are a number of ways to do this, but one of the most effective is content marketing and having a content marketing strategy. Content marketing is all about creating informative and interesting content that will attract visitors to your site.

This content can take many different forms, such as blog posts, infographics, videos, or even e-books. The important thing is that it is relevant to your bank and that it provides value to your visitors.

Another effective way to drive traffic to your website is through direct mail. Direct mail is a form of advertising where you send physical letters or postcards directly to potential customers. This can be a great way to generate leads, as you can include a call-to-action in your mailer that directs recipients to your website.

Finally, you can also use direct response marketing to drive traffic to your website. Direct response marketing is a type of advertising where you include a specific call-to-action in your ad that encourages people to visit your website. This can be done through a variety of channels, such as television, radio, or even print ads.

By including a call-to-action that directs people to your website, you can increase the likelihood that they will take action and visit your site.


By following established modern web design processes, you can create a website that will generate more customers for your bank. By investing in your website’s design and development, you can ensure that your site is attractive and responsive, while also providing valuable content to your visitors.

Utilize channels like Google and Facebooks Ads, content marketing, direct mail, or direct response marketing to increase the number of people who visit your site and become satisfied customers.

If you want help with marketing your bank, give us a call. We would be happy to help.


Marketing Data Attribution: A Credit Union’s Secret Weapon

Attribution modeling is a critical piece of any data-driven marketing strategy. By understanding how customers interact with your brand, you can optimize your marketing efforts to generate the most leads and conversions. We will discuss the benefits of attribution modeling for credit unions and how they can use it to improve their marketing campaigns.

What is marketing data attribution?

Marketing data attribution for a credit union is the process of associating closed loans, account openings, and new member applications to your various marketing and outreach channels. This allows CUs to see which marketing efforts are driving results and which are wasting money, and adjust their budget accordingly.

There are a number of different methods of attribution, but the most common is last-touch attribution. This assigns all credit for a conversion to the last marketing touchpoint that the potential member interacted with before making a purchase.

However, this method can be misleading, as it doesn’t take into account all of the other interactions that may have led up to the sale. Marketing data attribution is a complex topic, but understanding it is essential for businesses that want to make the most of their marketing budget.

Marketing data attribution models

There are a number of different ways to measure marketing attribution. The most common are last-touch attribution, first-touch attribution, and linear attribution.

  • Last-touch attribution: This assigns all credit for a conversion to the last marketing touchpoint that the member interacted with before making a purchase.
  • First-touch attribution: This assigns all credit for a conversion to the first marketing touchpoint that the member interacted with.
  • Linear attribution: This assigns credit for a conversion evenly across all of the marketing touchpoints that the member interacted with.
  • Multi-touch attribution: This assigns credit for a conversion to all of the marketing touchpoints that the member interacted with.
  • Position-based attribution: This assigns credit for a conversion based on the position of the touchpoint in the member’s journey.
  • Time decay attribution: This assigns more credit to touchpoints that are closer to the time of purchase.

Why is marketing data attribution important for credit unions?

Credit unions are vital to the economy, yet they often struggle to compete with larger banks. One key reason for this is that credit unions lack the data-driven insights that their bigger rivals enjoy. Marketing data attribution can help close this gap by providing credit unions with a clear understanding of which marketing channels are most effective.

This information can then be used to make informed decisions about where to invest scarce resources. In a world where data is increasingly important, marketing data attribution provides credit unions with a powerful tool for driving growth and expanding their membership base.

How do credit unions use marketing data attribution to improve their campaigns and member engagement strategies?

Marketing attribution is the process of assigning value to each marketing touchpoint in order to understand which channels and activities are driving conversions. For credit unions, this data is essential for understanding how their marketing campaigns are performing and where they should allocate their resources.

By tracking how members interact with their brand across multiple channels, credit unions can identify which marketing efforts are most effective at driving awareness, engagement, and conversion. Additionally, they can use this data to create more targeted and personalized marketing campaigns that are better aligned with member needs and preferences.

By leveraging marketing attribution data, credit unions can improve the performance of their marketing campaigns and create a more seamless and engaging experience for their members.

What are some of the benefits of marketing data attribution for credit unions and their members alike?

Credit unions are always looking for ways to better serve their members and marketing data attribution can be a big help in that regard. By understanding how their members interact with different marketing channels, credit unions can optimize their marketing efforts to better reach and engage their target audience.

In turn, this can lead to more members signing up for credit union products and services, which can provide a boost to the bottom line. Additionally, member satisfaction and retention rates are likely to increase as a result of more effective marketing.

Not only do these benefit credit unions financially, but it also helps to build trust and loyalty among members, which is essential for the long-term success of any credit union.

How does marketing data attribution differ from other forms of analytics, and why is this so important for credit unions to understand?

When it comes to marketing data attribution, there are a few key ways that it differs from other forms of member analytics. For one, marketing data attribution looks at the full member journey, rather than just isolated interactions.

This is important because it helps to paint a more complete picture of how members interact with a credit union’s brand. Additionally, marketing data attribution puts a greater emphasis on measuring ROI. This is because credit unions need to be able to understand how their marketing efforts are impacting the bottom line.

Without this understanding, it can be difficult to make informed decisions about where to allocate resources. Finally, marketing data attribution is constantly evolving. As new technologies and platforms emerge, credit unions need to be prepared to adjust their touch attribution models accordingly. By staying up-to-date on the latest developments in marketing data attribution, credit unions can ensure that they are making the most of this powerful tool.

How can credit unions make sure they are getting the most out of their marketing data attribution efforts?

Since marketing data attribution is the process of assigning credit for conversions to the specific marketing channels and touchpoints that led to the sale, if a potential member clicks on an ad, visits the website, and then makes a purchase, the attribution model will assign a certain percentage of credit to each of those touchpoints.

Credit unions can use attribution data to optimize their marketing efforts by better understanding which channels are most effective at driving conversions. There are a number of different marketing attribution models, and the best marketing attribution model for a credit union will depend on its specific goals and objectives. However, all attribution models share a few common features, including:

  • A defined time period: Attribution models always look at a specific time period, such as the last 30 days or the last fiscal year. This helps to ensure that recent changes in marketing strategies are reflected in the data.
  • A defined conversion goal: Attribution models also need to have a clear conversion goal, such as website visits or sales. This ensures that all of the data is focused on measuring progress towards that particular goal.
  • A defined set of marketing channels: In order to attribute conversions accurately, it is necessary to track all of the marketing channels that were used. This includes everything from paid ads to organic search in the marketing mix.

By understanding how marketing data attribution works, credit unions can make sure they are getting the most out of their marketing efforts. With the right attribution model in place, credit unions can optimize their campaigns for maximum impact and ROI.

What challenges do credit unions face when it comes to using marketing data attribution, and how can they overcome them?

Credit unions face a number of challenges. Perhaps the most significant challenge is that credit unions are often reluctant to embrace new technologies, preferring to stick with tried-and-true methods.

However, in order to compete with larger banks and financial institutions, credit unions need to be willing to experiment with new ideas and approaches. Additionally, credit unions often struggle to collect high-quality data due to their smaller size and lack of resources. As a result, they may not have the same insights into member behavior as their larger competitors.


Marketing data attribution is a powerful tool that can help credit unions optimize their digital marketing efforts and get the most out of their budgets and campaigns. However, credit unions face a number of challenges when it comes to using attribution, such as a lack of new technology adoption and expertise.

Nevertheless, by partnering with an experienced marketing firm, credit unions can overcome these challenges and use attribution to their advantage. In doing so, they can level the playing field against their larger competitors.


Credit Union Marketing: Google Search Ads vs. Bing Search Ads

Google and Bing are two popular search engines on the internet. They both offer a variety of advertising options, including search ads. So, which should you choose for your credit union marketing campaign? In this article, we will compare Google and Bing search ads and help you decide which is best for your business!

What are Google and Bing search engines, and how do they work?

You’re probably familiar with the two most popular search engines on the internet: Google and Bing. But what are they, and how do they work?

In a nutshell, a search engine is a program that takes your query (i.e., what you type into the search bar) and looks for it in an index of documents (i.e., webpages). The index is typically created by “crawling” the internet: following links from one webpage to another and indexing the content of each page along the way.

Once the index is created, the search engine uses an algorithm to rank the results and return the most relevant ones at the top of the list. Google and Bing use different algorithms, which is why you might get different results when you search for the same thing on each site. But both sites also allow you to fine-tune your search results by adding quotes or using different operators (such as + or -) to include or exclude certain terms.

How do credit unions use Google and Bing search ads to market their products and services?

Credit unions use Google and Bing search ads to market their products and services through what is called PPC ads (Pay-Per-Click) to potential customers. By targeting keywords related to their business, they can ensure that their ads appear on Bing or Google search results page when people are looking for the types of products and services they offer. Search ads are a great way to reach potential customers who are already interested in what you have to offer!

By using these tools, credit unions can reach a large number of potential customers with their marketing messages.

How do you create a search ad campaign on each platform?

Creating a search ad campaign on each platform is simple and straightforward.

Google Search Ads

To create a Google Search Ad on Google Adwords, you’ll need to set up a Google Ads account and create a new campaign. You can target specific keywords or let Google automatically match your ad to relevant searches. You can also target specific locations in your ads. Once you’ve created your ad, you can set a budget and bid for each click on your ad.

Bing Search Ads

The first step is to create a Bing Ads account. Once you’ve done that, you can create a new campaign, choose your target keywords and set a bid for each click on your ad.

One thing to note. If you set up a Google Ads account first, Bing will allow you to import your Google Ads Campaign right into Bing. 

Once you’ve created your ad campaigns on both Google and Bing, you’ll need to track your results to see which one is more effective. You can do this by looking at the number of clicks and conversions (i.e., people who take action after clicking on your ad) for each campaign.

What are some of the benefits of using Bing Ads vs Google Ads for credit union marketing purposes?

There are many benefits of using Google or Bing search ads for credit union marketing purposes. First, you can reach a large number of potential customers with your ad campaigns. Second, you can target specific keywords with your ads. Third, you can monitor your campaign’s performance and make changes as needed to improve its effectiveness. 

If you’re looking for a way to reach more potential customers with your credit union marketing campaigns, dynamic search ads are a great option and if you’re ready to take your credit union marketing to the next level, consider using the search partners on each search network on Google and Bing.

So, which platform should you use for your credit union marketing campaigns?

The answer may vary depending on your goals and target audience. However, both Google and Bing offer a great way to reach potential customers who are already interested in what you have to offer. If you’re not sure which platform is right for you, we recommend trying both and seeing which one performs best for your business.

How much should you budget for a search ad campaign on each platform?

If you’re planning to run a search ad campaign, you’ll need to budget for two different platforms: Google and Bing. Depending on your target audience, you may want to focus more on one platform than the other. 

If you’re not sure where to start, try allocating a smaller portion of your budget to each platform and seeing which one performs better. Then, you can increase your spending on the platform that’s giving you the best results.

What kind of results should you expect to see?

If you’re thinking about launching a search engine marketing (SEM) campaign for your credit union, you may be wondering whether to focus on Google Ads or Bing Ads. Both platforms can be effective in helping you reach your target audience, but there are some key differences to consider. Google is the most popular search engine and your ads will have more visibility on Google than on Bing.

However, Bing also has its advantages. Because it has a smaller market share, competition for ad space is typically lower, which can help to keep costs down. In addition, Bing users tend to be more affluent than the average internet user, so they may be more likely to take out a loan or open a new account.

Ultimately, the decision of which platform to use should come down to your specific goals and budget. If reach is your priority, then Google Search Ads is a clear choice. However, if cost-effectiveness is more important to you, then Microsoft Ads may be a better option.

Whichever platform you choose, make sure to monitor your results so that you can fine-tune your campaign and get the most out of your SEM efforts.


There are many benefits to using search ads for credit union marketing purposes. You can reach a large number of potential customers, target specific keywords, and monitor your campaign’s performance. When deciding which platform to use, consider your budget and your goals. In the end, both Google and Bing can be effective tools for credit union marketing.


Credit Union Marketing: How to Run A Top-Performing Google Ad Campaign

Running a Google Ad campaign can be a great way to increase awareness of your credit union and bring in more members. But if you’re not doing it correctly, you could be wasting your time and money. In this blog post, we will discuss how to run a top-performing Google Ad campaign for your credit union. We’ll cover everything from setting up your account to creating effective ads and tracking results. So if you’re just starting out with Google Ads or you’re looking to improve your credit union’s performance, read on!

Why credit unions should advertise on Google

For one thing, Google is an extremely efficient way to reach potential members. You can target your ads to people who live in your area and who are interested in financial services at all stages of the sales funnel. In addition, advertising on Google can help you build name recognition for your credit union. And finally, it’s a great way to generate leads. When people see your ad and click on it, they’ll be taken to your website where they can learn more about what you have to offer. Advertising on Google is an effective and efficient way to reach potential members, build name recognition, and generate leads. So if you’re looking for a way to grow your credit union, Google is a great place to start.

How to run a successful Google Ad campaign for your credit union

As a credit union, you likely have a unique mission and set of values that you want to communicate to your members and potential members. You also probably have a pretty good idea of who your target audience is. So how do you make sure that your ad campaigns are successful in reaching your target audience and getting them to take the desired action?

Here are a few tips:

First, decide whether you want to use Google Display ads (also known as banner ads), Google Search Ads which are text-based ads, or video ads on YouTube. Each has its own advantages and disadvantages, so it’s important to choose the format that will work best for your credit union.

Second, make sure that your ad text is clear and concise. Your audience should be able to quickly understand what your credit union is all about and what they can expect if they click on your ad.

Next, use relevant keywords in your ad text. This will help ensure that your ad is shown to people who are actually interested in what you have to offer.

Finally, don’t forget to include a call to action in your ad. Tell people what you want them to do, whether it’s joining your credit union or taking advantage of a special offer. By following these tips, you can run a successful Google Ad campaign for your credit union that reaches your target audience and gets them to take the desired action.

The three different kinds of Google Ads campaigns

  • Google Display Ads
  • Google Search Ads
  • Video Ads for Youtube

Google Display Ads

Google Display Ads are a type of ad that appears on websites across the internet. They come in all sorts of shapes and sizes and can be used to promote your credit union to a wide range of potential members.

Display Ads are a great way to increase awareness of your credit union and get people interested in what you have to offer. Plus, they’re relatively inexpensive and can be targeted to specific demographics, interests, and even locations.

Google Search Ads

The second way to reach potential credit union members is through Google Search Ads.

Google Search Ads are text-based ads that appear when people search for keywords that you’ve selected. Search Ads are the sponsored results that appear at the top of the search engine results page (SERP) when someone types in a relevant keyword or phrase.

These ads are targeted to users who are actively searching for information about credit unions, which makes them more likely to be interested in what your credit union has to offer.

They can be a great way to reach potential members because you can target your ads to people potential credit union members.

Video Ads for Youtube

The last way to reach potential credit union members with Google Ads is through Video Ads on Youtube.

Youtube is the second largest search engine, so it’s a great place to reach potential members. You can create video ads that will play before, during, or after other videos on Youtube.

Video ads are a great way to grab attention and show potential members what your credit union has to offer.

They’re a great way to show off your brand personality and build trust with potential members.

If you’re looking to reach potential credit union members, Google Ads is a great place to start. By using Display Ads, Search Ads, and Video Ads on Youtube, you can reach a wide range of potential members and get them interested in your credit union.

What keywords to target

How do you know which keywords to target? Let’s find out.

Google Display Ads

You can target your Google Display Ads to people who have visited your website in the past, people who are similar to your current members, or people who live in a certain area.

Google Search Ads

When setting up your first Google Ads campaign, you’ll need to choose the keywords that you want to target in your ad groups. An ad group is a collection of related keywords. They are the words or phrases that people will use when they’re searching for products or services like yours. Also, be sure to select negative keywords or keywords you don’t want to target in your ad group. You’ll want to choose keywords that are relevant to your credit union and that have a high search volume. That way, you can be sure that your ad will be seen by people who are actually doing search queries on what you have to offer. You can use Google’s Keyword Planner tool to help you find the right keywords for your campaign.

A tip: when choosing keywords for your Google Ads campaigns think like your target member. What terms would they use when searching for a credit union? Make sure to include those keywords in your ad so that you come up in the search results.

Video Ads for Youtube

When creating video ads for Youtube, you’ll want to keep a few things in mind. First, make sure that your video is high quality and informative. You want potential members to see your ad and think “this credit union looks like a great place to join!” Secondly, you’ll want to make sure that your video is properly tagged with keywords so that it comes up in relevant searches. You can also use annotations in your videos to link to your website or other landing pages.

How to write effective ads

Many businesses rely on ads to generate awareness and interest in their products or services. However, not all ads are created equal.

Effective Search and Display Ads will:

  • Use relevant keywords in the headline and throughout the ad copy
  • Have a clear and concise call to action
  • Target a specific audience
  • Be tested and optimized regularly

They also must be well-crafted and carefully targeted to their audience in order to be successful. To write an effective ad, start by identifying your target audience and understanding what they are looking for. Once you know who you are trying to reach, you can craft a message that resonates with them. It is also important to keep your ad concise and to the point. The more focused your ad is, the more likely it is to grab attention and make an impact. 

Landing pages and conversion optimization tips

If you’re looking to increase your website’s conversion rate, then you need to pay close attention to your landing pages. A landing page is the first page that a visitor sees when they arrive at your site, so it’s crucial that you make a good impression. Here are a few tips to help you optimize your landing pages for conversions:

1. Keep it simple – Make sure that your landing page is clean and clutter-free. You want visitors to be able to focus on your call-to-action (CTA).

2. Include a strong CTA – Your CTA should be clear and concise. It should also be prominently featured on the page.

3. Use persuasive copy – The text on your landing page should be designed to persuade visitors to take the desired action. Use active language and powerful words to make your case.

4. Employ social proof – If you have testimonials or other forms of social proof, be sure to include them on your landing page. This will help build trust with visitors and increase the likelihood of conversion.

5. Use visuals – Humans are visual creatures, so use images and videos on your landing page. They can help convey your message more

Tips for tracking the success of your campaign and making necessary adjustments

Any successful marketing campaign requires careful planning and ongoing evaluation in order to track progress and make necessary adjustments. Here are a few tips to help you keep tabs on your campaign’s performance:

First, identify your key performance indicators (KPIs). These are the metrics that will tell you whether your campaign is on track. Common KPIs for marketing campaigns include reach, engagement, leads generated, and conversions. You can find these in Google Analytics on your website.

Next, establish benchmarks for each KPI. This will give you a goal to strive for and will help you measure progress over time.

Finally, monitor your KPIs regularly and make adjustments to your campaign as needed. If you see that something isn’t working, don’t be afraid to experiment with new ideas until you find what works best for your business. By tracking your campaign’s progress and making changes as needed, you can ensure that it is as successful as possible.

Using a call tracking software like CallRail will allow you to align the phone calls with ad clicks and gather relevant data to optimize later.

The benefits of using a professional marketing agency to help with your credit union’s advertising campaigns

If you’re like most credit unions, you’re always looking for ways to serve your members better and attract new ones. One way to do this is to make sure your marketing is on point. But with so many options – from traditional advertising to digital marketing and everything in between – it can be tough to know where to start. That’s where a professional marketing agency can help. A good agency will have a team of experts who can help you create an advertising campaign that gets results. They’ll also be up-to-date on the latest trends and changes in the marketing landscape, so you can be confident that your campaigns are always evolving. In other words, working with a marketing agency is a great way to ensure that your credit union’s advertising is always top-notch.


Running a successful Google Ads campaign (which used to be called Google Adwords) for your credit union is all about careful planning and execution. By following the tips in this blog post, you can set up your Google Ads account, create effective ads, track your results, and make necessary adjustments to ensure that your campaigns are as successful as possible. And if you want to take things to the next level, consider working with a professional marketing agency to help you create and execute your credit union’s advertising campaigns.


Top Three SEO Tactics For Credit Unions in 2022

It’s difficult for credit unions (CUs) to rank on page one of Google for many of their highest quality keywords because they must locally outrank national banks. Search engine optimization (SEO) is a process used to improve the visibility and ranking of a website or web page in search engine results pages (SERPs). By  optimizing the website content, structure, and on-page elements like titles, meta tags, and anchor text, credit unions can improve their ranking for relevant keywords and outrank the national banks.

To get better results with SEO for your credit union website, here are the top three the most effective strategies to implement in 2022:

Technical SEO

The first step in any effective SEO strategy is to ensure that your website is technically sound and compliant with Google’s guidelines. This means your website must be well-coded, fast loading, and free of any errors or crawling issues.

Having a fast-loading website is a big deal in Google’s eyes.  They do not want to push traffic to a site that takes a long time to load. Some things that credit unions can do to speed up their website include optimizing images, reducing HTTP requests, and caching static files. You can use tools like Google PageSpeed Insights and GT Metrix to assess your website’s loading speed and find ways to improve it.

Screaming Frog is a great tool for identifying technical SEO issues on your website. It crawls your entire website and reports on any errors or crawling issues, as well as any duplicate content. 

Ahrefs and SEMrush are more comprehensive SEO tools that can help you improve your website’s ranking in SERPs. It includes a variety of features like site audits, backlink analysis, keyword research, and rank tracking.

It can often take a few months before you see any results from technical SEO. However, if you can fix all the errors and optimize your website for speed, you will see a big improvement in your website’s ranking.

Technical SEO can be intimidating because it often involves (minor) code-based updates, so it’s important to start with the basics and work your way up. So the first step in the technical SEO process is to assess your site speed and identify easy fixes.  Things like optimizing image sizes, reducing HTTP requests, and caching static files are easy to do and can make a big difference in website load speed. Check out GTMetrix to help with this since it’s fairly comprehensive and it’s free.

Next, you should perform a website audit to identify and fix any crawling issues or duplicate content on your website.  We’re big fans of using Screaming Frog to help us perform SEO audits.

Next, you should optimize your website for speed. This can be done by optimizing images, reducing HTTP requests, and caching static files. You can use a tool like GTMetrix to find ways to improve your website’s loading speed.

Create helpful content

One of the best ways to improve your credit union’s SEO is to create content that is helpful, informative, and keyword-rich. This content can be in the form of blog posts, infographics, videos, or even just well-written descriptions of your products and services.

When creating content, make sure to include relevant keywords that you want to rank for. But don’t stuff your content with too many keywords; this will only hurt your chances of ranking in SERPs. Aim for a keyword density of 1-2%.

Make sure your content is easy to read and understand. Use short paragraphs and sentences, and break up your text with headlines and bullet points.

One of the best ways to ensure that your website content is high quality and helpful is to develop a content calendar and stick to it. A content calendar can help you plan and organize your content ideas, as well as schedule and regularly publish them.

When creating a content calendar, it’s important to include both long-term and short-term goals. Long-term goals might include increasing website traffic or improving conversions, while short-term goals might be to publish one blog post per week or create a new infographic.

It’s also important to plan out different types of content. This might include blog posts, infographics, videos, social media posts, and even email newsletters. Having a variety of content types will help keep your website fresh and interesting for visitors. For some ideas, use Buzzsumo or search Google News to find relevant news topics to reference to bring your content to life.

Creating and using a content calendar is an effective way to improve the quality and visibility of your website content.


SEO is all about getting your website to rank higher in search engine results pages. One of the best ways to do this is by getting other websites to link back to yours.  This is referred to as a backlink and it helps show Google that your website is valuable and worth ranking higher for specific keywords.

There are a few ways to get backlinks for your credit union website. The first is to focus on getting local backlinks from news outlets, Chamber of Commerce, Better Business Bureau, or any local trafficked website.  Chances are your CU has been mentioned numerous times but the author of the article did not link your CU in the article.  So you can simply email them and ask them to link back to your site. 

Another way to get quality backlinks is to reach out to financial bloggers and ask them to link back to your site. You can find a list of financial bloggers at sites like Feedly, Alltop, or ProBlogger.

When reaching out to bloggers, be sure to include a brief introduction about your credit union, as well as a link to your website. You can also offer to write a guest post for their blog or share one of their articles on your own social media channels.

You can also create helpful resources, like infographics or eBooks, and then reach out to other websites and ask them to share these resources on their site.

If you create helpful content that is relevant to their audience, most bloggers will be happy to link back to your site. Just be sure to follow their guidelines for linking back, such as using proper anchor text and dofollow or nofollow links.

Getting backlinks from high-quality websites is one of the best ways to improve your credit union’s SEO.

By implementing tactics around these three SEO strategies, you will soon be out-ranking many national banks for many of your keywords.