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2026 FI Marketing Trend Report

Hot Takes To Spice Up Your Marketing Strategy

Your peers are doing things that might surprise you.

We analyzed 2,989 campaigns across 90 banks and credit unions -- and what came back wasn't what most FI marketers expected. Some of the highest-performing strategies are ones the industry has largely written off. Some of the most common assumptions are quietly costing institutions response rates, relationships, and revenue.

This report doesn't tell you what you want to hear. It tells you what the data actually says.

Inside you'll find six data-backed hot takes on what's working in FI marketing right now -- and what isn't:

  • - Why your marketing budget may be allocated backwards
  • - Why you're losing account holders on timing, not product or price
  • - Why choosing between mail and email is the wrong question
  • - Why putting a first name in a subject line isn't personalization
  • - Why your biggest untapped opportunity is already in your portfolio
  • - Why batch-and-blast email is making your future campaigns worse

Fill out the form to download the report. See where you stand.

Download The Trend Report

ABOUT MARQUIS 

Data Intelligence Meets Digital Execution — For the Whole Customer Journey

Your institution has untapped growth sitting in your data. We exist to help you find it, act on it, and prove it — with the technology, intelligence, and expert partnership that community FIs have trusted for 40 years. When you grow, we've done our job.