From Budget Guesswork to Provable ROI

Webinar

From Budget Guesswork to Provable ROI

• When: June 4 at 10 am PST | 1 PM EST
• Where: Microsoft Teams

Hear firsthand stories and best practices from leading banks and credit unions and walk away knowing exactly what to prioritize next.

Why This Matters

The gap between where financial institutions spend their marketing dollars and where they actually see results is wider than most leaders realize.

For banks and credit unions, that gap can mean:

• Marketing budgets anchored to last year's numbers rather than expected return, with no data infrastructure to challenge the baseline
• Dollars flowing to high-visibility channels that win internal approval but underdeliver on funded loans, deposits, and member growth
• Attribution blind spots that cause high-performing channels like affiliate and partner marketing to be overlooked, underfunded, or never tested at all
• Performance reporting that can't withstand CFO or board-level scrutiny when it matters most

Who This Exclusive Webinar Is For

Marketing, finance, and growth leaders at U.S. banks and credit unions who own budget decisions, channel strategy, and proving marketing's impact.

Meet the Experts

• Nicky Senyard, Chief Executive Officer, Fintel Connect
• Ron Shevlin, Chief Research Officer, Cornerstone Advisors

What You'll Learn

• How leading financial institutions are fixing the measurement gap and what it means for how you budget, report, and defend marketing investment
• A clearer picture of where your marketing dollars may be working harder than you think and where they almost certainly aren't
• Real examples of how banks and credit unions are unlocking affiliate and partner marketing as a scalable, high-performing acquisition channel most institutions haven't tapped yet