How to Compete—and Win—Without a Big Bank Budget
📅 Thursday, June 26, 2025 | 🕑 2:00-2:45 PM Central
The battle for new accounts is heating up—and many community banks are feeling the pressure. Big banks and fintechs are dominating the race, armed with massive budgets, advanced digital tools, and national reach. But that doesn’t mean you can’t compete—and win.
This session is designed to help community financial institutions take a more strategic approach to account acquisition and engagement. We’ll dig into why traditional marketing efforts often fall short and explore how a targeted, data-informed strategy can help you reach the right people—without overspending.
With acquisition costs often topping $500–$800 per new account, casting a wide net simply isn’t sustainable. This session will show you how to cut through the noise by understanding your market, refining your message, and leveraging proven tactics to boost results across the board.
What You’ll Learn
- How to attract more of the right accounts and generate lasting value
- Ways to strengthen engagement and loyalty through relevant, timely experiences
- Aligning your acquisition strategy with your institution’s community-based values
- Competing more effectively, positioning your bank as the go-to financial partner for your market—today and into the future
Who Should Attend
Executives and leaders at community banks and credit unions who are looking to improve account acquisition, reduce cost per acquisition, and compete more effectively with big banks and fintechs.
Key Takeaway
You’ll learn how to lower your cost per acquisition by targeting the right people with smarter strategies—so you can grow accounts without overspending.
Presenter
Jennifer Simmons is Vice President of National Alliances at ADVANTAGE. With deep insight into the challenges facing community financial institutions, Jennifer understands what it takes to succeed without the resources of a megabank—and she’s here to share real strategies that work.
Register today to gain insights and actionable strategies to achieve your growth goals!
Who Should Attend? CEOs and senior executives from community banks and credit unions.