HubSpot

Bank Marketing Strategy: A Guide for Community & Regional Banks

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Community bank banker meeting with a couple at a branch table, with digital marketing icons for analytics, social, mobile banking and email floating over a small-town Main Street

A national bank can outspend you. It can run commercials during the Super Bowl, buy airport billboards, and blanket every zip code with identical messaging. What it cannot do is know the loan officer who helped your neighbor buy their first home, or sponsor the Little League team three blocks away. Customers appreciate knowing the … Read more

Credit Union Marketing: Strategies to Grow Membership

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Credit union branch building with a rising green bar chart representing membership growth

Credit union members are happier than bank customers, but membership growth has stalled at 1.81%. Here is how to close the gap — segmentation, local SEO, paid social, onboarding automation, and fair-lending guardrails that keep marketing defensible.

Financial Advisor Marketing Plan: A Step-by-Step Guide (2026)

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Most advisory firms are already investing in marketing. They’re publishing blog articles, posting on LinkedIn, asking for referrals, sending email newsletters, or running paid advertising campaigns.  The challenge isn’t deciding whether to market—it’s making sure those efforts work together to support the same business goals. That’s where a financial advisor marketing plan comes in. Rather … Read more

What Effective Association Marketing Has in Common Across Every Industry

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At first glance, marketing for a medical association, a financial organization, and a legal association may seem completely different. The audiences are different, the challenges are different, the industries are different. But the principles that drive success tend to be remarkably consistent.    The most effective association marketing isn’t built around industry-specific tactics. It’s built around … Read more

Inside Insurance Marketing: The Seapoint Policy

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Great insurance marketing begins, like any good policy, with intent and attention to detail. At Seapoint Digital, we bring that same thoughtful approach to helping insurers build stronger connections with their audiences while maintaining compliance. Our team operates much like the key roles that make an insurance policy succeed: the Actuary, Underwriter, and Claims Adjuster. … Read more

Why Banks Hesitate to Adopt HubSpot — And Why It’s Time to Reconsider

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When it comes to adopting new marketing and CRM technology, banks and financial institutions often move with deliberate caution. That’s not reluctance, it’s prudence. In an industry defined by risk management, regulation, and trust, every platform decision carries weight. But in a rapidly shifting financial landscape where digital-first competitors are winning younger customers and traditional … Read more

Effective Collaboration in Action: The Berkshire One Case Study

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With a nearly 200-year history of serving their communities, Berkshire Bank recognized the growing need to embrace digital-first banking. To meet the expectations of today’s tech-savvy consumers, they introduced Berkshire One, an innovative suite of digital-first banking solutions that blend modern convenience with a long-standing trust and personal service legacy. Berkshire Bank’s Challenge Launching Berkshire … Read more

Consistency is Key: Preserving Brand Integrity with Digital Strategies For Traditional Banks 

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The quickly advancing digital landscape has led to an increasing number of digital touchpoints from social media to mobile apps, email marketing, websites, and AI chatbots. For traditional banks, this expansion has presented the challenge of maintaining consistent branding and messaging across multiple platforms. Why is cohesive messaging essential to preserve brand integrity, customer trust, … Read more

What is a CRM?

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[vc_row][vc_column][vc_row_inner][vc_column_inner][vc_empty_space][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Remember rotary card indexes? (If not, make the most of your youth.) Imagine if each major department in your company used rotary card indexes for keeping contact information for potential and existing customers …and each department had their own rotary card indexing system. Along with their contact data, you also have summary notes on … Read more