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.

Who Should Attend? CEOs and senior executives from community banks and credit unions.

REGISTER

Data-Driven Strategies to Grow Accounts, Lower Costs and Expand Market Share

For 54% of executives, growing deposits is their top challenge. Factors such as increased competition for deposits, compressed margins, and the increased focus on liquidity have made deposit growth a critical focus for 2025. Today’s landscape is marked by intense competition—from big banks to digital banks and fintechs—putting upward pressure on acquisition costs.

Furthermore, achieving sustainable growth goes far beyond simply acquiring new accounts—you must also secure the coveted Primary Financial Institution (PFI) status. Learn how to attract the right prospects that align with your mission and vision, reduce the cost of acquisition, and strengthen account holder retention and loyalty.

Key Topics:

Leveraging data analysis to identify and target high-value prospects effectively.
Reducing costs to acquire new accounts and cross-sell services.
Driving long-term value to achieve PFI status and responsible revenue growth.

Who Should Attend? CEOs and senior executives from community banks and credit unions.

REGISTER

How to Win and Retain Accounts

Tuesday, September 24, 2024

2:00 CENTRAL

Consumers are no longer tied to a single banking relationship. With myriad options available, they are actively shopping for the best features, benefits, and digital experiences. How can community banks and credit unions attract and retain these account holders?

Join us for an insightful webinar. We’ll explore the latest trends in consumer banking preferences and provide actionable strategies for enhancing your offerings to meet the evolving expectations of each generation, from Baby Boomers to Zoomers. Discover the knowledge and tools to create personalized, comprehensive account acquisition strategies, ensuring your FI attracts and retains consumers from all generations and secures its future.

Key Takeaways:

Technology Consumers Demand: Understand the tech-savvy features that today’s consumers expect from their banks.
Key Checking Account Features and Benefits: Discover the features that make checking accounts appealing and competitive.
Acquisition Strategies: Best practices that resonate with each generation, ensuring your FI remains top-of-mind.

PANELISTS

Kelly Flynn, National Director
Brian Cole, Data Analytics Acquisition Manager

Let’s Get Digital: Strategies to Acquire New Accounts

Wednesday, June 26, 2024

2:00-2:45 PM CENTRAL

Improving market share is critical for financial institutions in today’s competitive landscape. From growing deposits to enhancing lending portfolios and building your credit card brand, finding efficient strategies is essential for boosting the bottom line. Join us to discover how to orchestrate a multi-channel approach to strengthen brand awareness and showcase your values across all platforms.

Learn how to leverage social media, digital ads, personalization, and content optimization to connect with potential clients and drive conversions. Gain actionable insights and innovative techniques to keep your brand relevant and ahead of the competition.

Key topics for discussion:

Leveraging Geofencing: Efficiently connect with your target audience and increase engagement.
The Power of Consistent Messaging and Creative: Ensure your brand is cohesive across all channels.
Optimizing Personalization: Enhance engagement and drive conversions through tailored experiences.
Using Data Analytics: Evaluate strategies, measure performance, and continually optimize efforts based on insights.

Don’t miss this opportunity to supercharge your account acquisition strategy. Be part of the discussion and learn how to convert clicks to new customers. Register now!

Driving Deposit Growth Success in 2024

REGISTER

Acquiring and retaining core checking relationships and growing deposits remains a top priority for community banks and credit unions. Before finalizing your strategic plan and budget, it’s time to explore ways to attract new account holders. Join us for this informative webinar and hear from our Checking Acquired team to gain valuable insights into:

Consumer behavior trends that are fueling account holder/banking relationships
Potential obstacles that may be holding you back from attracting the ideal account holders who can fuel your deposit growth
The power of utilizing your data to craft a long-term strategy that leads to results
How an omnichannel marketing approach can improve your success rate

Register today to start navigating a path toward gaining efficiencies, increasing your consumer base, and achieving your goals.

Panelists:

Pooja Bhakta, Acquisition Client Manager, ADVANTAGE, powered by JMFA
Jennifer Brooks, Client Communications Manager, ADVANTAGE, powered by JMFA

Archives

How to Compete—and Win—Without a Big Bank Budget

Data-Driven Strategies to Grow Accounts, Lower Costs and Expand Market Share

How to Win and Retain Accounts

Let’s Get Digital: Strategies to Acquire New Accounts

Driving Deposit Growth Success in 2024

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