Bank Marketing Experts
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- Bank Marketing Experts
Proud Diamond Members of the American Bankers Association

Meet our team of experts, who are ready to help your bank marketing efforts with measurable ROI.

Tim Whitley
CEO & CIO
[email protected]
(813) 308-9822
LinkedIn

Lannie Byrd
COO
[email protected]
(501) 257-7431
LinkedIn

Whitney Burgess
VP, Marketing and Strategy
[email protected]
(501) 291-3209
LinkedIn

Aziza Carroll
Senior Account Executive
[email protected]
(501) 291-2609
LinkedIn
ABA Exclusive Offer: Get 50% Off the Audit
Proving Measurable Marketing Success for Your Bank

The first step in proving performance marketing success is having the right foundation. That’s why we’re offering a discounted assessment of your Google Analytics and Google Tag Manager accounts.
Claim your offer today for 50% off!
Beating Industry Standards with a Customized Digital Marketing Mix
We have experience crafting digital solutions for banking and financial services companies. We put together a few examples of our best work to demonstrate how we produced a low online cost-per-lead and significant return-on-ad-spend for our clients.

HELOC Case Study
Our marketing mix produced 21% of all online applications and produced a $100 cost-per-lead.

Credit Card Case Study
Demonstrated end-to-end reporting capabilities and 49% of online applications started with our mix

Mortgage Loan Case Study
12% Conversion Rate for online mortgage applications – 188% above the industry standard
Data-Driven, FLA-Compliant Bank Marketing Approach
If you have an ideal audience in mind, we can target them with marksman precision through Doppio®, our FLA-compliant proprietary data analytics platform. Here’s how it works.
- Through Doppio®, we have access to more than 200,000 data layers that we can apply to your banking and financial marketing messages to ensure they hit the right audience.
- Our analysts make strategic recommendations on how to convert visitors into leads and customers.
- We provide a monthly track-record of our planning and management success.
For example, with our FLA-compliant financial marketing strategies, we have data‑sets that can directly target
- Individuals actively looking to refinance their mortgage or obtain a new mortgage
- High-end depositors who are not-yet-committed to a bank and are currently looking to settle down
- People searching for their next debit or credit card
- Another institution you want to do business with
- Select customers based on the stocks they are investing in