Scheduled Time : June 25, 2026 10:30 am
Marketing teams at community banks and credit unions are being asked to do more than ever—but too often, obstacles stand in the way. From resource limitations to cumbersome processes and from disconnected tools to inconsistencies across branches and teams, bottlenecks can have severe consequences. These bottlenecks don’t just slow down campaigns; they create inefficiencies that impact team productivity, marketing performance, and the ability to generate meaningful results in the form of loan applications, deposits, and new accounts.
In this webinar, Social Assurance’s Jess Doerr and Jordyn Swanson discussed the most common obstacles preventing marketing teams from moving quickly and effectively. They explored the processes and documentation needed to make the most of social and digital channels, along with lender support, long-form storytelling, and content management, with a focus on the key overlap between marketing and compliance. The session also covered how stronger systems, brand governance, documented processes, and integrated tools can help teams work more efficiently, maintain consistency, onboard new team members faster, and build a foundation for long-term marketing success.
Key Takeaways:
- Identify the hidden bottlenecks that slow execution and reduce effectiveness.
- Ways to streamline approvals and collaboration across marketing, compliance, and leadership teams.
- Explore practical strategies and tools that help community banks and credit unions improve speed, efficiency, and marketing ROI.
