Clients love us because we get results.

 We Grow…

Community Banks
and Credit Unions

Come see for yourself at one of our speaking engagements around the country.

MARKETMATCH SPEAKING SERIES

We get results because we are Financial Marketing Experts.

We’re fluent in your business and in your world; in fact, every member of our senior staff has successfully run his or her own credit union or community bank marketing department. We know what keeps you up at night and the miracles you’re asked to perform with ever-decreasing resources. We possess the kind of insider’s insight that you can only get working on your side of the desk.

From small institutions ($18 million in assets) to large ($12 billion in assets), we have focused our expertise solely on delivering tailored marketing strategy that creates focus, momentum and results for our clients since 2002.  For instance, one rebrand project led to increased checking, loan and deposit balances; another saw increased checking penetration, and a 5% member growth, and a 3.6% increase in loan balances in the first six months!

Our DNA is Different

We’re a virtual company, filled with down-to-earth people, who are grounded in real-world experience … your world. This means we all work from home, and the benefit to you is that our out-of-the-box structure attracts out-of-the-box people who thrive in a “no boundaries” environment. These people drive our Marketing without Limits philosophy to deliver Focus, Momentum, and Results for our clients.

EASE

As a team, we use the latest technology to meet in the virtual space when necessary, and when it comes to client meetings, your office is our office. We’re happy to make the drive or flight to your turf so you don’t have to burn time traveling.

CLARITY

Fewer physical boundaries mean fewer mental boundaries. The result is thinking that’s not limited by the dull cubicle-city you find in most marketing firms. (Who would have thought wearing bunny slippers to work could improve productivity?)

TALENT

We’re not limited to the best talent that we can attract to Dayton, Ohio. We draw the best talent in the country and let them stay near their friends and families. Yet another perk to the flexible no boundaries world we call Marketing Without Limits.

FOCUS

We’re not standing around the water cooler on your dime talking about movies, sports and what have you . . . there aren’t water coolers in virtual space. Our only office mates are the occasional cat on our desk or the dog at our feet.

VALUE

Because we’re not your typical bricks-and-mortar agency, you’re not paying for a lobby full of experimental-looking  furniture, a wall of rare coffee cups lining our breakroom, or a cliché, “unfinished warehouse” office space.

At MarketMatch we are all about communicating.
Let us know if you have questions, comments or just need an ear to bend.

Working with Us: Our Process

Marketing without Limits inspires creative thinking without boundaries. Call it “free-range creative” if you like. Bottom line: It means none of those homogenized “me too” solutions. Before beginning any marketing project, whether it’s a brochure or in-depth campaign, we ask a lot of questions to make sure we fully understand:

  • the business objectives behind the project
  • how we define success
  • the unique factors that drive our target(s)
  • what is the most direct action for the target to take
  • the overall budget

MarketMatch and our clients are a team, so open communication is vital to our mutual success. You can expect weekly project status reports to update on the progress of all active jobs and the follow-up results of past initiatives. We also have a standing weekly 30-minute call with our team and yours to coordinate, strategize, and connect.
We see our marketing messages as promises to your customers and potential customers. That said, we provide a unique focus on the sales and service delivery at the branch level. MarketMatch will work with your frontline team to provide tools like:

 

  • Marketing alerts
  • Key talking points
  • Target segmentation information
  • Communication tools
  • Measurement tracking reports

MarketMatch will establish a success-tracking mechanism and consult on key metrics to monitor and the analysis of the corresponding results. We have built our entire business model on ROI. For us, ROI is not a post-project exercise but the true measurement of our success for you at every step along the way.

Focus

On any given day, there are a million strategies that you can focus on. Our strength is to help you identify the handful of strategies that you should focus on. We start with the desired end results and back into the most relevant and impactful strategies to help pinpoint the focus and maximize the available resources.

Momentum

It takes momentum to push ahead. That’s why everything we do is to help drive your momentum.

Results

Because of our ROI Guarantee, and because it’s the right thing to do, we measure everything. We’re here to generate results, first and foremost.

MM Speaker Series

A Bark as Good as Our Bite

Having worked as marketers in community banks and credit unions ourselves, we know where you’re coming from and what info you will find useful. We take all this marketing strategy goodness and other pearls of wisdom on the road where we share them via speaking engagements around the country.

 

 Date Topic
April 11, 2017
Cornerstone Credit Union League Annual Meeting: CEO Mass Exodus: What’s Your Gen Y Succession Plan? – Fort Worth, TX
May 25, 2017
Western Independent Bankers Emerging Leaders Conference: CEO Mass Exodus: What’s Your Gen Y Succession Plan?
Sept. 8, 2017
Cornerstone Credit Union League Leadership Conference and Expo: Seeing the World through Your Member’s Eye
Sept. 9, 2017
Cornerstone Credit Union League Leadership Conference and Expo: Marketing Loans to Grow Business
Oct. 27, 2017
Tennessee Credit Union League Elected Leaders Conference: The New Payments Equation

Ovation-Worthy Topics

When sizing up bank and credit union clients, we often start by “shopping” their branches and those of their competition.  This has allowed us to experience, first hand, how more than a hundred branches hit a home run with customers and members – or completely screw it up. This session will demonstrate what you can learn from more than a hundred credit union and bank shops.

In this session, you will:

  • Learn the process to conduct your own secret shops and what to measure
  • Receive tips and tools that you can provide to your staff immediately
  • Hear case studies of how these techniques have worked with other CUs and community banks
  • Discuss how to take a more retail approach to selling financial products and services
  • Discuss how to have Disney service in your branches
In your institution, the marketing department is either the “arts and crafts” division or a valuable, strategic entity. How can you brand your department as the vital business-driver that it is? This session will help your department speak directly to your internal target audience: the CEO and CFO.

In this session, you will:

  • See new ways to look at ROI.
  • Ensure that all the right CU players are onboard.
  • Learn five formulas for ROI and when to use them.
  • Discuss how to best use your results.
  • Receive valuable tools to take back to your institution.
If Nike said “Just do it,” and did not help you perform better, they would be a much different company today. Your brand is much more than your logo and tag line. It is your credit union’s personality and soul. Your brand defines who you are and can only be successful if it’s honest and aligns with your customer and member needs.  This session will help you to better define your brand.

In this session, you will learn:

  • The Four Pillars of Authenticity
  • How to Build a Brand Platform
  • How to Align Your Brand with Member Needs
  • How to Sell the Experience
This session reveals the secrets to your customer’s psyche to help you get a larger share of their wallet.

In this session, you will learn:

  • What makes each generation different.
  • How you should treat Boomers, Gen X, Gen Y and Millennials differently.
  • The importance of targeting based on needs, not age.
  • Detailing the most significant life stages that will drive your customer’s purchase decisions.
Perception is reality. This session demonstrates how to view your financial institution through your member’s eyes.

How is your branch experience?  Do customers and members understand what you are saying?  Are you telling them what they want to hear?

 

In this session, you will:

  • Learn how to gauge member perception.
  • Receive tips and tools that you can use immediately.
  • Have training material for presentations with your staff.
This interactive session will provide attendees with opportunities to learn and discuss generational segments and life stages.

Customer financial needs are driven by life’s milestones. During the group-work portion of this session, attendees will discuss these milestones in members’ lives, how these changes affect their finances and the financial products and services that would be useful based on these changes.

  • Financial Institutions @ Work: Business Development Strategies
  • Market Segmentation
  • Banking Basics
  • Bringing Your Marketing Plan to Life

Want one of our industry experts to speak at your event?

Click Here
“The New Jersey Credit Union League first worked with Eric Gagliano back in 2012 when he delivered a breakout session at our Marketing Conference. So impressed were we with his knowledge and facilitation skills that we hired MarketMatch (Eric) to facilitate the entire Marketing Conference the following year. Eric knows his content and delivers the message in a relaxed, comfortable style. I have nothing but positive things to say about Eric.”
Barbara Agin , VP Member Experience & Education, NJ Credit Union League, CUDE
In 2013, Eric presented Tips from a Frustrated Bank Shopper and How to Have an Authentic Brand. Not one to shy away from a challenge, he presented Making Up for Lost Courtesy Pay Revenue at our 2010 Leadership Conference. Our attendees say it best…Eric has very valid points and great tools. Great information, great presentation. Very good ideas for products and services that can be offered in the future. He will be returning for our September 2017 Leadership Conference, presenting on Marketing Loans to Grow Business and Seeing the World through Your Member’s Eyes.
Janine McBee, CUDE, CMM, Senior Director, Training & Events Cornerstone Credit Union League

References

  • Cornerstone Credit Union League
  • CUNA Marketing & Business Development Council
  • Everything CU
  • League of Southeastern Credit Unions
  • Marketing Association for Credit Unions (MACU)
  • Marketing Association of Credit Unions (MAC)
  • Maryland/DC Credit Union League
  • Minnesota Credit Union League
  • New Jersey Credit Union League
  • New York Credit Union League
  • Ohio Credit Union League
  • Pennsylvania Credit Union League
  • South Carolina Credit Union League
  • Virginia Credit Union League

Great client results. They’re what put us on the map.

Our footprint keeps growing because our clients do.

And while we serve community banks and credit unions all across the country –we don’t serve you … yet!

 

MarketMatch is now accepting new clients, and we have several geographic coverage areas that are now open. Help us fill out our map and we’ll help you fill in your loan/deposit/household loan growth goals!

Give us a ring and start getting better results.

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