September 16, 2025
1PM ET | 10AM PT

In a competitive financial landscape, community banks and credit unions have a unique advantage: deep local roots and the ability to build authentic relationships. But turning that connection into measurable growth requires more than sponsoring local events or posting community photos—it calls for a thoughtful, integrated strategy that keeps your institution at the heart of the communities you serve.

In this session, we’ll explore how marketers can elevate their community impact beyond goodwill, using targeted campaigns, partnerships, and storytelling that resonate with account holders and prospects.
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What you'll learn:

  • The core principles of community-centric marketing in the financial services space
  • How to connect community engagement efforts directly to growth and retention goals
  • Strategies for turning sponsorships, events, and partnerships into long-term relationship drivers
  • Real examples of campaigns that combined local connection with measurable ROI

Masterclass registration

Walk away with actionable ideas for weaving community into every touchpoint, a framework for measuring impact, and the confidence to position your institution as more than just a service provider—but a true partner in your community’s success.

Hosted by the Digital Onboarding Managed Services Team

The Managed Services Team (MST) empowers financial institutions to maximize engagement, retention, and growth by developing educational content and best practices that drive success. Beyond execution, the MST serves as a strategic partner to our financial institution customers, providing expert guidance, creative solutions, and continuous optimization to help strengthen their customer and member relationships and achieve measurable results.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team

Ebony Ivey
Director of FI Marketing Strategy - Managed Services Team

Ebony is the Director of FI Marketing Strategy on Digital Onboarding’s Managed Services Team, where she brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

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