RESEARCH
The key to a solid marketing strategy is understanding your account holders, prospects and the marketplace. With sophisticated tools and techniques, we gather customer opinions, evaluate their experiences and gauge brand perception. Our goal? To help you make more informed marketing and business decisions.
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ANALYTICS
Financial institutions generate large volumes of data, but few know how to effectively use it to inform their marketing efforts. Our data scientists and business intelligence experts evaluate your portfolio, benchmark performance against our National Banking Industry database, assess your market position and identify strategic opportunities.
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STRATEGY
Strategy is all about linking insights to action. With knowledge gained from research, data and analysis, we design multichannel campaigns to reach the right account holders and prospects with the right message at the right time. To ensure optimal returns on marketing investment (ROMI), we establish and measure performance to continually refine marketing programs.
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CREATIVE SERVICES
Harland Clarke Creative Services is an award-winning team of financial services direct marketing experts. We balance imagination with solid strategy to develop engaging creative that works.
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View our Creative Portfolio
OMNICHANNEL EXECUTION
With expertise in digital media, direct mail, telephone, in-branch and transactional print, we can reach account holders and prospects wherever they are.
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MEASUREMENT
To ensure that you achieve marketing goals and a healthy ROMI, we track results and analyze your marketing program results to apply what we learn and improve future campaigns.
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Despite an ongoing shift in U.S. consumer age demographics and a proliferation of electronic media channels, direct mail continues to be an essential part of bank and credit union promotional planning. 
So much is being written about “Big Data” and the huge business opportunities that accompany this emerging science. It’s gaining momentum and Big Data promises to be a critical component of business success, and the science around it will continue to expand. 
Financial services marketers are being asked to do more, contribute more, and prove their value. But how do you prove value? By not only implementing marketing campaigns, but also measuring their effectiveness. 
Your annual budget should serve as a guide to cost-effectively accomplishing your goals. With increasingly limited marketing resources, establishing a realistic annual budget is critical, yet can prove challenging. Consider these seven recommendations when planning next year’s marketing budget. 