It’s your job to identify your needs and goals. It’s your partner’s job to make it happen.

You need a partner who not only adds value, but who expertly runs the show so you can focus on other priorities and get your efficiency back. Look for a provider who can operate as an integral part of your team — one that can seamlessly orchestrate and synchronize your acquisition solution from end to end.

Look for a process that works. A partner that integrates planning, execution and reporting can ensure a comprehensive approach that aligns across all stages of a campaign. It’s more than just precise targeting and personalization — it’s leveraging insights to identify trends, understanding customer behavior and tailoring approaches accordingly. This leads to more effective strategies that resonate with the target audience, fostering stronger customer relationships and driving growth.

Understanding and managing consumer data is essential to your marketing success. But its sheer volume and complexity is challenging.

Find a partner who leverages comprehensive data insights to optimize channel selection, lead generation, campaign efficiency and cross-sell opportunities. The depth of data is key to driving performance outcomes — for example, using insights to determine the most effective channels, which can vary between urban and rural areas — and to reducing waste before refining audience targeting and list acquisition. Ensure they have the expertise and technology to translate these insights into a measurable performance advantage.

Your own first-party customer data will give you insights into your current customer behavior, preferences and needs. But it doesn’t capture the broader view of the market or potential customers who haven’t yet interacted with your brand. That’s where your partner’s third-party data expertise comes in. When your provider weaves together this complex set of data sources into a specialized market intelligence platform, you gain richer insights into your customers and their behavior. This knowledge is power — it removes guesswork, lets you achieve greater engagement and conversion rates and helps you make better use of your marketing dollars.

Navigating the complex web of compliance is a critical, yet often daunting, element of acquisition campaigns for financial institutions. A compliance mishap can lead to lawsuits, substantial fines and long-lasting reputational damage to your institution.

Each time you run a marketing program, it must comply with federal, state and local regulations. A vendor with extensive experience in the financial industry and a deep understanding of compliance and regulatory landscapes is crucial.

Many institutions don’t have the full, dedicated compliance and legal resources that regulatory compliance demands. Look for a partner who already understands financial marketing and compliance — one that has specific compliance protocols and monitoring practices you can trust.

How do you know your campaigns are having maximum impact? You need advanced campaign reporting to assess which strategies are working, calculate your ROI and fine-tune your campaigns for improved outcomes.

The best partners not only deliver data, but use campaign insights to enhance future strategies, enabling a continuous learning and improvement loop. This helps you stay agile and responsive to market dynamics, consumer behaviors and technological advances.

But don’t settle for generic performance indicators. Instead, look for a vendor who can help you elevate your game in ways you can’t do now. Prioritize providers who can delve into engagement data and help you assess which strategies are driving tangible growth and real-world action.