From Pens to Pixels: Maximize Your Marketing Efforts for Customer Growth

Gone are the days when a few pens and local newspaper ads suffice for marketing in the banking industry. In today’s digital era, analytics and technology have become the backbone of retaining existing customers and attracting new ones for community banks and credit unions.

Join Keith Daly, Principal – Banking & Fintech Search, at Travillian, as he hosts a dynamic discussion featuring industry experts Alana Levine, Chief Revenue Officer at Fintel Connect, and Micah Davis, Chief Marketing Officer at Live Oak Bank. Together, they delve into the strategies necessary to compete in the relentless battle for deposits and customer retention.

Discover how Fintel Connect’s cutting-edge solutions assist clients like Live Oak Bank in leveraging their marketing efforts. Learn some useful techniques and tips for reaching new potential customers in a crowded digital landscape. Evaluate the effectiveness of your marketing plan and gain insights into the crucial analytics required to drive and track success.

If you are ready to stay ahead in the ever-changing world of banking marketing, look no further than the latest Travillian Next chat. Don’t miss this opportunity to unravel the future of marketing for community banks and credit unions.


Travillian’s Banking and FinTech Practice provides Search and Talent Advisory services to depository institutions across the country. Established in 1998, the firm has built a unique platform that touches every corner of the industry. To learn more, click here, or get in touch below!

Keith Daly, Principal -Banking & Fintech Search
(610) 908-5968 | kdaly@travilliangroup.com

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