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Digital Branch Readiness Checklist

A comprehensive checklist to find out if your site is built to grow deposits.
a woman holding her glasses in her hand, contemplating effective digital financial marketing

Download the Digital Branch Readiness Checklist for Your Financial Institution

 Not sure if your website is acting like a true digital branch?

Our Digital Branch Readiness Checklist gives you a quick way to discover where you can make immediate improvements.

This free download gives you a tool to evaluate how well your financial institution website is functioning as a true digital branch and where there is room for improvement.

What You’ll Learn:

  • How to attract new customers, engage them through personalization, and delight your existing customers.

  • The tools and processes you need in place to integrate the new Loop Marketing framework into your marketing.

Built for:

  • Bank and credit union marketers who want to level up their customer's digital experience.

  • Financial institution teams building customer-centric website experiences in HubSpot.

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