Ad dollars are on the move in the financial space—increasingly shifting from traditional to digital, specifically to mobile. While financial services have historically relied on more traditional vehicles, times are indeed changing. In this edition of the Compound Interest series, we’ll discuss why it is time to look at digital ads for financial services and how to do it.

If you’re like me, the beginning of the new year means you’ve spent some time thinking through the opportunities and risks that lie ahead in 2020, hopeful that with the right marketing plan, you can enable your institution to grow, keeping customers, employees and the board content. But often, input from stakeholders, overambitious business plans or constraints on staffing and budget mean that not every facet of your plan can be realized. In this first installment of our Compound Interest financial services marketing series, I’ll share some of the valuable things I’ve learned over my 30 years in bank marketing about how to put a successful plan into motion.