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IDEA EXCHANGE 2020

Thanks for attending!

We hope Josh’s presentation left you inspired and gave you a few resources that will help you move your financial institution forward this year.

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Brand Component Scoresheet

How does your institution's brand stack up? We created an assessment to help determine if your brand needs work. Download the form here and fill it out.

Budget Worksheet & Guide

Building a marketing budget is one of the most difficult things you have to do, and it happens every year. We can't make it easy, but we can help focus. Click to download our Excel budgeting template.

Three-Column Social Worksheet

Keep that social content flowing! We built a helpful organizer to aid in planning your social content. Be ready when news happens at your institution by preparing your social calendar in advance.

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