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9 Questions to
Self-Assess
Your Financial
Brand
Does your financial brand
digitally align with the
emotional needs of the
people in the
communities you serve?
1.
Do your consumer
personas go beyond basic
demographic data to
humanize and empathize
with key market
segments?
2.
Do you differentiate your
product positioning
beyond the same
commoditized product
features that every other
financial brand in your
community promotes?
3.
Do you have well-defined
processes in place that
empower your team to
create the space to
optimize digital
experiences every 90
days?
4.
Do you have full-funnel,
digital consumer journeys
documented for key
product lines that guide
people towards a bigger,
better and brighter
future?
5.
Do you have the right
digital marketing and
sales technologies along
with the capability and
the capacity to maximize
the value they can create?
6.
Do you consistently
produce content that
emotionally connects with
the people in the
communities you serve by
helping first and selling
second?
7.
Do you have well-defined
systems to promote
content through key
distribution channels to
target, capture, nurture
and convert leads?
8.
Can you quantify your
digital marketing and sales
activities beyond vanity
metrics to empower your
marketing team?
9.
For more insights, listen to the
full episode of the Banking on
Digital Growth Podcast in the
comments below.

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9 Questions to Self-Assess

  • 2. Does your financial brand digitally align with the emotional needs of the people in the communities you serve? 1.
  • 3. Do your consumer personas go beyond basic demographic data to humanize and empathize with key market segments? 2.
  • 4. Do you differentiate your product positioning beyond the same commoditized product features that every other financial brand in your community promotes? 3.
  • 5. Do you have well-defined processes in place that empower your team to create the space to optimize digital experiences every 90 days? 4.
  • 6. Do you have full-funnel, digital consumer journeys documented for key product lines that guide people towards a bigger, better and brighter future? 5.
  • 7. Do you have the right digital marketing and sales technologies along with the capability and the capacity to maximize the value they can create? 6.
  • 8. Do you consistently produce content that emotionally connects with the people in the communities you serve by helping first and selling second? 7.
  • 9. Do you have well-defined systems to promote content through key distribution channels to target, capture, nurture and convert leads? 8.
  • 10. Can you quantify your digital marketing and sales activities beyond vanity metrics to empower your marketing team? 9.
  • 11. For more insights, listen to the full episode of the Banking on Digital Growth Podcast in the comments below.