2024 Marketing Roundtable - Quarter 2

Topics:

Topics are submitted as attendees register and will be compiled by CBA.  The top 4 most requested topics will lead off the discussions.  After lunch there will be an opportunity to ask questions and bring up any remaining topics.  At this time the group will also select topics for the next quarter's Marketing Roundtable.

Topics Submitted for Quarter 2:

• Growing Social Media

• Marketing Effectiveness & Analytics

• Launching a Digital Bank

• Audience Targeting & Product Offerings

• The Pros and Cons of AI

• Sales Strategy, Revenue/Profitability

Presentation on Submitted Topics:

• Dan Marks will provide a practical presentation to walk through best practices in leveraging data to craft and execute a winning Deposit Growth strategy. 

  Has perspective is informed by over 25 years of experience in the industry.  He now serves as President of Infusion and served for 10 years as a Chief Marketing Officer first at First Horizon then Hancock Whitney.

  Key learning objectives include:

  • How to use data to identify and evaluate high potential opportunities for Deposit Growth
  • How to craft a specific multi-channel marketing plan along with pro-formats to meet corporate objectives
  • How to effectively target and track individual campaigns to evaluate performance against goals and peers.

Dan Marks will provide a practical presentation to walk through best practices in leveraging data to craft and execute a winning Deposit Growth strategy. 
Key learning objectives include:

• How to use data to identify and evaluate high potential opportunities for Deposit Growth
• How to craft a specific multi-channel marketing plan along with pro-formats to meet corporate objectives
• How to effectively target and track individual campaigns to evaluate performance against goals and peers.

Dan leads the overall client strategy and service team at Infusion and serves as national head of marketing for Infusion. Dan has over 25 years experience helping financial services companies grow profitably by applying data driven and digital revenue growth strategies.  Revenue has risen over 6x during Dan’s tenure at Infusion and we have generated over $12 Billion in balances for clients.  Prior accomplishments include originating over 5 million accounts, boosting retention through mining and applying voice of the client data, originating over $3 billion of new balances, M&A transactions involving billions in client assets, using marketing automation and CRM to accelerate lead generation and revenue, digital marketing to accelerate online account origination, using advanced statistical modeling and machine learning to unlock growth opportunities, creating a video that landed on Adweek’s top ten viral video’s list, and using research and data to drive comprehensive brand strategies such as launching a new enterprise brand across over 230 locations.

Dan joined Infusion after serving for 5 years as the Chief Marketing Officer at Hancock Whitney where assets increased from $22B to over $30B during his tenure. Dan’s other experience includes a progression of roles at First Horizon including 5 years as Chief Marketing Officer, head of financial services marketing for a national retailer, and an early stint at Vention in analyst/client services roles.

Dan has a BS in Accounting from Belhaven University and a Master of Business Administration from Vanderbilt University. Dan is frequently asked to speak data driven strategy, branding, digital, and financial services marketing all over the world and has contributed to numerous articles and books.