NuSource Financial

MARKETING

Situation

 

NuSource Financial pairs cutting edge technology with world class service for financial institutions across the United States.

With 16 sales reps, this bank technology company operates under 3 pillars: Branch Automation, Security, and Managed Services. NuSource had a growing list of marketing demands and needed an experienced marketing professional to strategize, implement and fulfill their objectives consistently while staying on brand.

Solution

 

Mason Jar Marketing recommended an ongoing relationship with the implemention of a yearly marketing plan. Daily, weekly, monthly, quarterly and annual projects, benchmarks and checkpoints are set to assure goals are met. Weekly check-ins with key leadership assure the plan’s objectives are on task and are met. Through this ongoing relationship, NuSource benefits from consistent market presence and a comprehensive creative team. 

Executing this marketing plan assures that objectives are met on time and on budget. Examples of plan tasks are: 

Daily

  • Social media management - write posts and monitor engagement

Weekly

  • 30-minute phone call with 1 person in key leadership role

Monthly

  • Website updates

  • Newsletter production & distribution

  • Trade show management and communication

Quarterly

  • Press releases and blog articles written

  • Case Studies researched and written

  • Proposal platform managed 

Annually

  • Review current annual plan

  • Reflect on accomplishments

  • Finalize theme for upcoming year

  • Create a plan to accomplish objectives

Success

 

In 2019, all marketing objectives were achieved including: a website redesign, new pitch decks and partner case story video. Within the first month of the launch of their new website, they experienced over a 1,500% increase in traffic to their site. Additionally, NuSource was recognized by their key international vendor in two ways: 

  • Brand Champion Award for representing their vendor’s brand better than any other partner

  • NuSource President asked to serve on board

Also, NuSource secured $14 million of business for the upcoming year prior to January 1, meeting their 2020 goal.