Customer Acquisition for Modern Financial Institutions

customer acquisition

Customer Acquisition

We’re focused on getting you more customer and members, not Likes and eyeballs.

We understand that there are two ways to grow your business – getting more business from your current accountholders, and bringing in new customers. We help you craft strategies and deploy tactics to deliver both.

Customer Acquisition

We’re focused on getting you more customer and members, not Likes and eyeballs.

We understand that there are two ways to grow your business – getting more business from your current accountholders, and bringing in new customers. We help you craft strategies and deploy tactics to deliver both.

customer aqcuisition

Creating Real Engagement

Creating a great customer experience whether in-person using digital banking platforms means little if you can’t entice your current customers or members – or new ones – to get more involved with your organization.

We Work for Banks and Credit Unions

Banks and credit unions are not another “revenue stream” for us — you are our primary focus. Conotext has decades of experience developing and implementing custom strategies that fit your community financial institution’s goals – and more importantly, your budget!

Conotext can create a bespoke plan that is scalable and will more than pay for itself. And we will meet you where you’re at – simple, sophisticated, or somewhere in between.

finding the right mix



Finding the Right Mix

Using a variety of tools like paid search, video ads, targeted geolocation campaigns, social media as well as others in our proven toolkit, we can bring in the customers and members you want. We know your time is valuable and you’re pulled in a lot of directions, so Conotext’s customer acquisition expertise provides you a valuable extension to your capabilities.

Our capabilities include:

    • Paid Search
    • Programatic Display & Video
    • CTV
    • Geo-Fenced Campaigns
    • Streaming Audio/Podcasts

Many agencies have the same capabilities, but at Conotext we also have a deep understanding of financial services consumer behaviors to get better results faster.

I love working with Jim Craig and Conotext. He helped us design a more in-depth and strategic digital advertising program for Element. His monthly touch base calls aid us in understanding the effectiveness of our campaigns and helps us tweak future digital ads for maximum effectiveness. 

Linda Bodie

CEO, Element Federal Credit Union

Schedule a Meeting

Big or small, simple or complex, we work to provide you with results that make you a look like a marketing genius. Schedule a call to find out how our process works and examples of client successes.