Frequently Asked Questions
For Bank and Credit Union Marketing Professionals
The directory is designed to connect banks, credit unions, and other financial institutions with marketing suppliers who can fulfill their advertising, marketing, and communication needs.
Financial institutions can save time and reduce risk by starting with a curated list of suppliers. Instead of searching broadly, you can quickly identify vendors who already understand the industry and your unique needs.
Unlike general consumer brands, financial institutions are part of a highly regulated industry, and, therefore, they have unique needs and requirements.
Yes. The Financial Marketing Supplier Directory is a free resource for banks, credit unions, and other financial institutions seeking marketing partners.
No. It is necessary to do your own due diligence when selecting a supplier. Inclusion in the directory does not constitute endorsement. However, many suppliers listed have proven experience with financial institutions and other regulated industries, making the directory a reliable starting point.
The directory simplifies supplier research by grouping vendors with relevant product/service offerings. Instead of vetting dozens of generalist firms, institutions can focus on suppliers who already understand financial marketing, accelerating both shortlists and decision-making.
Look for suppliers who demonstrate industry knowledge, compliance expertise, and a track record of measurable results. Strong communication, flexibility, and cultural alignment with your institution are also important when choosing the right partner.
For Suppliers
Any company with a proven track record of providing services related to marketing, advertising, or communication services to banks and credit unions should consider being included.
Listing your company in the directory can give you more visibility to decision-makers within banks and credit unions actively looking for suppliers. Being included may help you shorten the sales cycle, attract better-fit clients, and showcase your services to organizations that value compliance and expertise.
No. There is no fee for inclusion. The goal is to create an accessible, go-to resource for financial institutions while giving suppliers a way to increase visibility to this important audience. A free listing includes your company name, website address, phone number, location (of your headquarters), and a description of up to 35 words. You can enhance your listing with several paid options described on the Supplier Information page.
Yes. Suppliers can update their listings (or remove them) at any time. Keeping your profile current ensures financial institutions see the most accurate representation of your capabilities, which can help you stand out in vendor evaluations.
