Effective Marketing in a World Driven by Technology and Compliance


Effective Marketing in a World Driven by Technology and Compliance

Jun 15, 2023 | 11:00 am ET • 10:00 am CT | Webinar

Nearly every sales, marketing, or promotion idea in banking today is influenced by emerging technologies and regulatory compliance. This places specific demands on how advertising, promotions, and relationship development activities are deployed by financial institutions.

Unifying sales, marketing, technology, and compliance requires collaboration. So, what are highly effective banks doing to unify their professional resources? The most creative and effective sales and marketing solutions will come from teams that develop an enterprise-wide process to develop and execute promotions, campaigns, and corporate communications.

Examine banking industry examples of how community banks are optimizing their sales and marketing practices by collaborating with project partners in operations, information technology and compliance.

Learning Objectives:

  • Determine what banks are doing to unify their professional resources

  • Learn how to optimize sales and marketing practices by collaborating with operations, IT and compliance.



ICBA Members: $199

Nonmembers: $299

Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Executives, C-Suite, Marketing, Operations, Compliance Officer, IT, Director

Prerequisites: None

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

CPE Credit Hours: 1

Tom Hershberger

Tom Hershberger

Chief Executive Officer

Cross Financial

Kyle Hershberger

Kyle Hershberger


Cross Financial

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

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