Marketing Publications and Events
Capital Performance Group’s Sales and Marketing Team are frequent contributors to financial services trade publications and frequent speakers at industry events.
How are Bank Marketers Using Data?, ABA Banking Journal, March 30, 2025
Consumer Deposit Product Design, LinkedIn, March 24, 2026
The Three Biggest Misperceptions of Branding, ABA Banking Journal, March 3, 2026
Critical Success Factors in Creating a Data Strategy, ABA Banking Journal, February 17, 2026
The Keys to Data-Driven Decision Making in Bank Marketing, ABA Banking Journal, February 2026
Data Analytics Enablement Planning: Where Strategy Finally Meets Reality, LinkedIn, February 3, 2026
In 2026, “Value Banking” is the Only Differentiator Left Standing, The Financial Brand (featured), January 13, 2026
2026 Bank Marketing Trends, ABA Banking Journal, January 6, 2026
2025
Bank Marketing’s Evolving Role in an Era of Rapid Change, ABA Banking Journal, December 13, 2025
Starting Small: How to Transform Marketing into a Growth Partner, ABA Banking Journal, November 19, 2025
Channel Focus: Where Bank Marketers are Investing for 2026, October 16, 2025
How to Become Your Sales Team’s Best Friend, NEFMA Fall Conference, October 10, 2025
Marketing Budget and Staffing Considerations for 2016, ABA Banking Journal, October 7, 2025
How to Fuel Customer Growth with Strategic Product Design, ABA Banking Journal, September 16, 2025
The Budget Conversation, ABA Bank Marketing Conference, September 16, 2025
How Customer Primacy Drives Value in 2025, ABA Banking Journal, July 17, 2025
The Growth Secret of Small and MidSize Banks: Marketing Matters, The Financial Brand, June 25, 2025
Marketing Automation Drives Value for Bank Marketers, ABA Banking Journal, June 23, 2025
Bank Marketers Double Down on AI, ABA Banking Journal, May 15, 2025
The Power of the Value Proposition, ABA Banking Journal, May 15, 2025
Driving Profitability Through Effective Customer Onboarding, CPG Publication, May 1, 2025
Bank Marketing Technologies Reach a Tipping Point, ABA Banking Journal, April 29, 2025
Effective Cross-Selling: The Key to Meeting Deposit and Loan Growth Goals, ABA Banking Journal, April 24, 2025
The Checking Account Wake Up Call, ABA Banking Journal, February 24, 2025
Marketing as a Strategic Business Partner, ABA Banking Journal, February 2. 2025
Bank Marketing Budget and Staffing Considerations for 2025, ABA Banking Journal, January 16, 2025
2025 Bank Marketing Trends, ABA Banking Journal, January 2, 2025
2024
Anticipating Banking’s 2025 Marketing Trends, BAI Executive Report, October 25, 2024
Critical Success Factors in Developing Your Data Strategy, ABA Banking Journal, October 9, 2024
Retail Operations and Revenue Growth: Marketing, Sales, CX, ABA Bank Marketing Conference, October 7, 2024
Survey: How Bank Marketers are using Data Analytics, ABA Banking Journal, October 1, 2024
The Critical Role of Bank Marketing in Driving Revenue Growth, ABA Bank Journal, September 6, 2024
Webinar: Marketing AI, American Bankers Association, August 22, 2024
What Bank do Financial Marketers get for their Buck? The Financial Brand, July 2, 2024
Harnessing the Power of Customer Relationship Management, ABA Banking Journal, June 6, 2024
Sales Enablement through CRM: Lifting Performance to New Heights, ABA Banking Journal, May 28, 2024
The Power of Potential Performance: AI for Marketing, NEFMA Spring Conference, May 22, 2024
The Generational Differences Shaping Consumer Finance, The Financial Brand, May 14, 2024
Q&A: How to Build Data-Backed Sales Books, IBIS World, May 8, 2024
Data-Driven Business Prospecting, RelPro Webinar, May 1, 2024
Unlocking the Potential of Marketing Automation, ABA Banking Journal, April 30, 2024
How Technology is Changing for Bank Marketers, ABA Banking Journal, April 22, 2024
How to Fight for your Marketing Budget Today…. and All Year, The Financial Brand, April 17, 2024
Bank Marketing and AI: Here Today, Gone Tomorrow? ABA Banking Journal, April 9, 2024
How to Justify a Budget Increase: A Bank Marketer’s Guide, Oregon Bankers Marketing Roundtable, March 14, 2024
Using Data and Analytics to Improve Marketing Effectiveness, ABA Banking Journal, March 12, 2024
Solving the Marketing Compliance Equation, LinkedIn, March 8, 2024
Bank Data Strategy: The Key to Unlock Customer Revenue Potential, ABA Banking Journal, February 27, 2024
Growing Deposits with Mary Kay Schneider, NedTalks, February 23, 2024
Creating Sustainable and Impactful Branding for Banks, ABA Banking Journal, February 20, 2024
Design Your Way to Low-Cost Deposit Growth, ABA Banking Journal, January 31, 2024
What do Bank Marketers Have in Store for 2024, ABA Banking Journal, January 4, 2024
