7 Banking Marketing Ideas to Get New Customers
What is one marketing idea you have for a bank to get new customers?
To help your bank acquire new customers, we asked business leaders and PR experts this question for their best advice. From focusing on the future investor to prioritizing good customer service, there are several marketing tactics that a bank can use to gain new customers. In addition to promoting your products and services, it’s important to offer a variety of banking products tailored to different customer needs, such as savings accounts for children or specialized products for foreigners.
Here are seven marketing ideas for banks to acquire new customers:
- Focus on the Future Investor
- Market Your Bank on LinkedIn
- Offer a Referrals-Based Rewards Program
- Revisit Your SEO Strategy
- Make Banking Approachable
- Build a Community-Centered Story
- Prioritize Good Customer Service
Educational content, such as blog posts, can help customers understand your offerings. Creating engaging social media posts about recent announcements, loyalty programs, or promotional messages can keep customers informed and encourage interaction. Encourage customers to spend time reading the information provided to better understand account security and fraud prevention.
The New Era of Banking Marketing
The banking industry is experiencing a transformation like never before, driven by rapid advances in technology and changing consumer behaviors. In this new era of banking marketing, financial institutions must adapt quickly to stay competitive and meet the evolving needs of their customers, especially in dynamic markets like Indonesia. Today’s customers expect seamless access to their account information, the ability to check their balance instantly, and secure, user-friendly websites that work smoothly on any browser.
To succeed, banks need to provide easy access to digital services and ensure their online platforms are fast, reliable, and secure. By doing so, they not only improve customer satisfaction but also build brand loyalty and drive business growth. Effective marketing strategies, such as optimizing your website for search engines with keywords like “account,” “balance,” and “website,” can help banks reach a wider audience and attract new customers.
Staying up-to-date with the latest trends and technologies is essential for banks to stay ahead of the competition. Whether through social media campaigns, online advertising, or in-branch promotions, banks must communicate their products and services clearly to their target audience. Providing educational content—such as blog posts that help customers stay informed about personal finance and online security—can further strengthen customer relationships. By taking a proactive approach to marketing and customer engagement, banks can build trust and establish long-term connections with their customers, ensuring they stay relevant in the digital age.
Focus on the Future Investor
One fun idea to gain new customers is to focus on the future banker. While this strategy might not win you a customer today, your stream of future investors will be there soon enough. As a mom to teenagers, establishing good money habits early is so important in our family. Having my banking institution offer courses for my teen would not only strengthen my relationship with the bank but would also ensure the teen accounts would be established there, as well.
Jenn Christie, Markitors
Market Your Bank on LinkedIn
Social media can assist in identifying and highlighting financial milestones for your clients’ during their journey with you. For example, you can leverage your LinkedIn profile as a portfolio to market to future prospects. During the course of your business relationships and partnerships, you can share the development of your clients since signing on with you. This will serve as a networking tool for securing more business opportunities and will continually positively reinforce itself.
Roy Ferman, Seek Capital
Offer a Referrals-Based Rewards Program
Most people get too bogged down with their day to day that they simply forget to follow through. Aside from people that just genuinely enjoy connecting with others in their network, most people would like to see a mutual benefit for referrals. Build out a rewards program that suits your needs and will be beneficial enough to your client that they will end up a referral powerhouse for your business.
Nik Sharma, Sharma Brands
Revisit Your Website SEO Strategy
Even if you have SEO marketing tactics already in place, one thing that I’ve learned over my years is that it can always be improved. SEO strategies can become very complex, meaning there are a lot of areas to explore. As you explore, you’re able to learn how to position your business in front of consumers more frequently and grow your business. One simple trick, for example, is to look at long-tail keywords. These are more specific keywords that help you target niche audiences and avoid competing with major brands for space and visibility. While the audience might not be as large, they can be very valuable, and you’ll get some excellent exposure. So, if you’re out of ideas, take another look at your SEO.
Peter Horne, Geoff McDonald and Associates
Make Account Banking Approachable
Banking is something I have to do and not something I want to do, so I would create content to make banking more fun for people. Some possible ideas for banking content could be using characters (like the insurance companies all seem to have now), mascots, making fun of some of the banking traditions that haven’t kept up with modern society, or anything you think will entertain people. I know the traditional thinking is that banking is a serious business and needs to be treated seriously, but insurance is serious too, and almost all the insurance companies have funny or goofy characters and content now, and nobody thinks of them less seriously.
Francesca Nicasio, Payment Depot
Build a Community-Centered Product Story
I think it really depends on who those customers are. But show the value that you bring, especially in community-based banks where they’re showcasing not just the products and services that they provide but also the impact that they’re having on that community. That goes a long way towards attracting people and creating brand awareness that leads to potential new clients and customers.
Gresham Harkless Jr., Blue 16 Media
Prioritize Good Customer Service
When people’s finances are involved, it’s important to be available, prompt, and empathetic. However, customers may need to wait while their account details or balances are being verified, so clear communication during this wait is essential. Banks today don’t have the best reputation for providing good customer service. Banks that start using live chat and chatbots and train their employees to listen better will win the public over. On digital banking platforms, minimizing loading times is crucial so customers can quickly access their account information and services. Invest in good tools, train people, and then create marketing content that focuses on your customers’ needs. People want banks that talk to them and help them out. So you should get positive attention.
Syed Balkhi, WPBeginner
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Manage Your Online Reputation
In today’s digital-first world, a strong online reputation is essential for banks looking to attract and retain customers. Managing your online presence means actively monitoring social media platforms, review sites, and other digital channels to stay informed about customer feedback and concerns. By responding quickly to inquiries and resolving issues efficiently, banks can show their commitment to customer satisfaction and build lasting trust.
A proactive approach to online reputation management also involves providing regular updates and educational content to help customers stay informed about personal finance and online security. Sharing blog posts, videos, and social media updates with tips on how to check your account balance, review statements, and avoid common scams can empower customers to take control of their finances. Collaborating with influencers and industry leaders to promote financial literacy and online safety can further enhance your bank’s reputation and reach.
Encourage your customers to regularly check their account balance and statements to stay on top of their finances and quickly spot any suspicious activity. If an issue arises, make sure your customer service team is ready to provide access to the necessary resources and guide customers through the resolution process. By staying engaged and providing valuable information, banks can protect their brand, maintain a positive image, and foster a loyal customer base.
Looking Ahead in Banking Marketing
As the banking landscape continues to evolve, staying ahead means embracing digital innovation and putting the customer experience at the center of every marketing strategy. By focusing on easy access to accounts, secure and user-friendly websites, and proactive online reputation management, banks can attract new customers and build lasting relationships.
The future of banking marketing in Indonesia and beyond will be shaped by those institutions that are willing to adapt, provide valuable educational content, and leverage the latest technologies to meet customer needs. By staying informed, responsive, and committed to delivering exceptional service, banks can ensure they not only keep up with the competition but set new standards for the industry. Now is the time to check your marketing approach, enter the digital age with confidence, and provide the products and support your customers expect—so you can stay ahead and thrive in the years to come.
