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.