May 13, 2020
This Week's Anecdotes


The return to the office will be very limited. Only designated essential personnel will return, with some perhaps never returning full-time. Marketing is not likely to be in the first, or even near-term, waves of return.

Virtual Relationships

Not only has the method by which we communicate has changed, the nature of our interactions has been altered dramatically. Finding ways to create the physical and emotional bonds of the in-person experience is challenging in a virtual world.

Virtual Marketing Events

We’re all going to school on digital events.

  • We’re training our client-facing relationship managers on how to conduct a virtual meeting and event.
  • For us as marketers, we’re learning how to design and manage a virtual event that not only attracts participants but keeps their attention. “Whereas, our big event was a full half-day of speakers and private sessions, we have converted it to span 4 days with two 45-minute presentations each day,” shared on marketer.

We’re trying new and different techniques to engage clients on a large scale. For example, online events that allow customers to escape the day to day and experience a new reality, like a professional cooking event. Sharing our economists with clients from other areas of the bank.

Trends we’re beginning to see

We're examining what new reality technologies will provide the creative innovation for a product demo, a new product introduction, featured expert, or event. 

Engagement time with content has shifted to weekends and late night. 

Reducing the burden on marketing and internal resources by teaming up with business partners to create podcasts using the partner’s tools.

Going dark on advertising except for paid search - for now.

Brand messaging pivot to ‘next’ normal based on what we think the future holds.

RMs and sales helping clients transform their operations to digital, now considered a mandate.

Moving Forward with Lessons Learned

We've learned a lot over the past 8 to 10 weeks. Working from home seems routine now for those new to it. Video communication is commonplace. Managing people and personalities at a distance has put our leadership skills to the test. Yet, through all of the personal and office challenges, clients have remained our priority. As banks, we haven't let them down - we've been there to comfort them, we've provided liquidity to help them survive and thrive (for some), and most importantly, we haven’t lost touch. In so many ways, the past many weeks of a halted economy and physical lockdown has shaped a future we couldn’t have imagined even at the beginning of 2020. The story of this year will be one for the history books with everyone on this earth as characters. What have you learned that will help you move forward as a better person, better leader and a better member of society?

Missed our previous editions of STAYING 'n TOUCH? Click here to access via our website
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This week's

Laura Patterson, VisionEdge Marketing
...on how to deploy DEBRIEFS to move forward


Read Laura's Blog
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Corporate Financial Group, Inc. · 13537 US Highway 1 · Suite 122 · Sebastian, FL 32958 

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Corporate Financial Group, Inc. · 13537 US Highway 1 · Suite 122 · Sebastian, FL 32958 · USA

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