mobile marketing for credit unions: the basics. the technologies. & the platforms that help...

Post on 07-Dec-2014

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What is mobile marketing? And how can credit unions harness mobile marketing tools and tactics to showcase their community impact and attract more new members? This guide covers the fundamentals as well as cutting edge tactics. - Lessons from mobile marketing platforms being used successfully - What to look for when choosing a mobile technology solution for marketing How to easily test mobile marketing campaigns, learn quickly, and evaluate your results. - How credit unions & socially responsible businesses drive employee engagement through & showcases community giving. - Quick steps you can take to improve your members' mobile experience in 5 minutes.

TRANSCRIPT

- Business Insider

We deepen connections

between credit unions &

their community partners,

nonprofits, & members

using the power of social

media

• What is mobile marketing & what are the trends?

• Tips for adapting to the new mobile reality

• How to choose a mobile solution for your

business & social impact goals

• Examples from effective mobile credit union &

cause marketing initiatives

Certain images and/or photos on this page and in this presentation are the copyrighted property of 123RF Limited, its

Contributors or Licensed Partners and are being used with permission under license. These images and/or photos may

not be copied or downloaded without permission from 123RF Limited.

Mobile is the New Media Star

Source: emarketer and statista

*Online- Desktop

Share of time spent per day per medium

Consumers will stick with brands if they are

happy with online & mobile services

Harvard Business Review: To Keep Your Customers, Keep It Simple

Nearly 1/2

Heightened sense of immediacy

• happening right now

Expanded context of place

• happening right here

More opportunity for social media marketers

• creative leverage

…on location

Copyright: bplanet / 123RF Stock Photo

44% Offers 44% Prices 58% Locate 31% Info

84% smartphone users look up

After consumers see a credit union’s ad

on TV or hears its spot on the radio,

they’ll probably go to the website on

their mobile phone or tablet.”

“When they get there and there is no

way for consumers to take action, that

potentially kills prospective members

from converting to a credit union

James Robert Lay, CEO of Pasadena, Texas-based CU Grow

“ ”

What is the #1 role of mobile in your

2014/2015 marketing strategy?

a) Member acquisition

b) mBanking/ mCommerce

c) Member loyalty

d) Community Involvement

e) All of the above

f) Not sure

Mobile starts with your site

VS

Prometheus Real Estate Group Hearts In Nature Photo Contest

Set your goals

Improve

navigation

Attract members / customers

Drive

traffic

Support

causes

Take

action

Design for Mobile First

U.S. Bank Rally 4Rewards

Mobile – The Simple Tutorial

Source: Carousel30.com

” “

Choose your Platform(s)

Mobile & Social

Choose your Platform(s)

Choose best options for your goals (location-based, contests..)

= cause marketing

Technical capabilities = most important factors

How flexible is the platform?

Can I connect it to my causes?

Does it connect to my social media platforms?

What analytics information does it capture?

Support & Branding

What kind of support is

available?

Can I see it in action?

What kind of staff training is

available?

Then…

don’t stop there – make sure

it supports your business

goals!

Text “Heart”

To 55155

Mobile + Visual Cues

• Year-end giving campaign

• Social Media spin on Point Of

Sale fundraising

• Sponsor virtual snowmen

• Online & Offline working

together

Mobile + Visual Cues

$18,000

$

Mobile & Online

25%

On-The-Ground Meets On-The-Go

On-The-Ground Meets On-The-Go

• Merging awareness event

with mobile giving

• Donate & Pledge on-the-

go

• Use app while brand-

building events (Wine

Rides)

Click the link

Take it for a test drive

Create large Call To

Action buttons

69% mobile users delete

emails that aren't optimized

for mobile.

Centering them on sites (by %) and emails

improves mobile viewing experience

Redefine your

site & emails by

%, not by pixels

Size your images and assets for the channel

• Get to know what your members, cause partners, &

customers need from mobile

• Decide what you want to get out of your mobile

strategy

• If you’re not mobile ready, you’re missing out

• Choose platforms that drive your goals

Mobile & Social Media Optimized Apps

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