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Financial services marketing has outgrown the single-bank relationship

The industry that built its brands on branch networks and mass-reach media now serves a customer who banks by app: 54% manage accounts primarily on mobile, more than double 2017, while 73% engage banks beyond their main provider and 58% bought from a new provider in the past year. Media is shifting with them — US financial media networks will nearly double to $1.22 billion by 2026. Winning institutions are not simply spending more; they are rebuilding the marketing operating model, governing investment across channels as one and holding every partner to measurable value. VA helps financial services leaders orchestrate that ecosystem, optimise the media budget and prove ROI.
54%
Consumers bank primarily via mobile app
73%
Customers engage banks beyond their main bank
58%
Bought from a new provider in past 12 months
$1.22B
US financial media network ad spend, 2026
Case study

Reinvention in action

Selected client work and measurable outcomes.
Value added

How VA supports financial services marketing

Marketing operating model

  • Central, regional and local governance
  • Brand and branch-network investment coordination
  • Decision rights and ways of working
  • Budget allocation and guardrails

Media investment governance

  • Ecosystem audit and spend mapping (financial media networks, digital, branch)
  • Media-inflation and CPM benchmarking
  • Rationalisation of duplicated buys and channels
  • One governed view of investment

Agency and partner ecosystem

  • Roster design and rationalisation
  • In-house versus external capability
  • Remuneration aligned to outcomes
  • Pitch and tender (RFQ, bid governance)

Content, production and launch

  • Global-to-local content and adaptation
  • Production model and cost baseline
  • Launch orchestration (timing and sequencing)
  • Modular, reusable assets

Performance and value measurement

  • Holistic measurement across digital and traditional
  • Cost saving vs cost avoidance
  • ROI and value reporting
  • E3 method: Efficiency, Excellence, Ecosystem