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Marketing Playbook: Your-Guide to Small Business Adoption

A marketing playbook for your financial institution to utilize to drive account holder adoption, engagement, and retention of third-party, SMB-focused services. Q2's Marketplace is discussed.

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Some of the playbook's recommendations are:

  • Endorsement and trusted advisor status are key selling points for businesses, and elements your FI's marketing should leverage
  • To drive awareness and adoption of these services will require education and a focus on end benefits
  • Offer multiple types of apps to appeal to a range of business sizes to meet different SMB needs