Financial Institutions: Best Practices During Coronavirus

Goals

To understand how financial institutions are taking the lead through best practices during the coronavirus crisis, and as a result, are garnering positive sentiment among their audiences by answering the following key questions:

What best practices are financial institutions putting into place in order to pivot now overall and among each of their constituents? (Consumer customers/members and prospects, Business customers/members and prospects, Depositors, Customers/members with loans/mortgages, Community)
How are best practice financial institutions communicating to each of the key constituents during the pandemic to meet the above objectives?
How are best practice financial institutions staying connected to current customers and keeping the pipeline full of prospective customers/members?
How are best practice financial institutions marketing to and giving current and prospective customers/members access during the pandemic?
What actions have best practice financial institutions taken to help the community during the pandemic?

Are any financial institutions doing something truly breakthrough or outstanding that we can reapply to help meet our objective above of garnering positive sentiment among their audiences?

in order to help financial services clients during this crisis with smart marketing ideas.

Early Findings

Our initial research on financial institutions and best practices during coronavirus revealed insights. Here are key pieces of information we found:

Financial Institutions: Best Practices During Coronavirus:

Connecting & Communicating with Constituents

Proposed next steps:

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