Financial Services Marketing Survey Infographic
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Transcript of Financial Services Marketing Survey Infographic
Bank and credit union marketers are most focused on reaching three primary demographics.
Financial institutions are most focused on marketing six products and services.
Bank and credit union marketers use financial education and other channels to reach a diverse audience with a variety of products and services.
55% 90%
EverFi partners with financial institutions, schools, and employersto provide online financial education programs for every age.
To find out more, visit EverFi.com/FinancialEd.
Financial Institutions Care About Financial Education
Financial Education Benefits Financial Institutions
Targeting Demographics
Marketing Products
Marketers Use Financial Education to Target Audiences and Markets
Financial education is a powerful tool for banks and credit unions. Marketers say education enhances customer service, member relationships,
and community perceptions, opening new possibilities for marketing products and services—and its influence will only increase in the future.
Financial Education is a Win-Win for Banks and Credit Unions
have a dedicated budget for financial education.
93% expect financial education to become more important or stay the same next year.
include financial education in their marketing strategies.
34% said it leads to upsell opportunities
48% said it’s important for
customer service
73% said it benefits the public and
community relations
77% said it improves customers’ financial knowledge
Benefits of Financial Education
The survey found that financial education is mutually beneficial to consumers and institutions.
Small business owners
52%General consumers
56%Millennials
65%
Auto loans and refinancing
Home equity loans
Business banking services
Fee-based checking accounts
Mobile banking
Mortgage loans and refinancing
29%
29%
30%
31%
31%
48%
90% of financial institutions already invest in financial education—and that investment is only expected to grow, according to EverFi’s nationwide survey of bank and credit union marketers.
State of Financial Services SurveyWhy Financial Education is a
Growing Priority for Financial Services Marketers