There’s still time to hit those year-end loan goals. Short, targeted campaigns can spark last-minute conversions. Strategis can launch quickly—just say the word.

Happy New Year! 🎉 Wishing you a prosperous New Years

Loan-to-share ratios creeping up? March is your window to rebalance before mid-year reporting pressure. Marketing must align with balance sheet strategy. #CreditUnion

As March closes, ask: Did we increase deposit velocity? Did we strengthen liquidity? Did we deepen relationships? If not, Q2 planning starts now. #Strategis

We’re officially closing out Q1. Are your deposit numbers tracking with your projections or is your loan growth outpacing liquidity? March is the month to adjust before Q2 pressure hits. #Strategis #CreditUnionGrowth

Tax refund season is one of the biggest deposit opportunities of the year. If you’re not actively marketing savings products right now, you’re missing short-term liquidity gains. March = deposit capture month. #BankMarketing

March Madness teaches one thing: Seeding matters. In banking, segmentation is your seeding strategy. Are you marketing to everyone — or targeting the right brackets? #CommunityBank

March is Women’s History Month. Are you highlighting women-owned businesses in your community? Promoting financial empowerment initiatives? Community storytelling builds brand equity. #WomensHistoryMonth

As rate conversations continue in 2026, institutions competing only on APY are feeling margin pressure. Trust + clarity + proactive communication will retain more deposits than rate spikes alone. #BankStrategy

#umiami students and alumni develop AI platform to free physicians from paperwork. bit.ly/40mFhex University of Miami College of Engineering

Quick March Quiz 👇 What’s the average cost of acquiring a new banking customer compared to retaining one? A) Same cost B) 2x more C) 5x more D) 10x more Comment your guess ⬇️

March tends to see an uptick in tax-related fraud attempts. Are you proactively educating members or reacting to problems? Education marketing builds long-term loyalty. #FraudPrevention

Spring is growth season. Is your marketing strategy focused on: ✔️ Deposit retention ✔️ Loan diversification ✔️ Younger demographic acquisition If not, Q2 will expose it. #Strategis

Lucky marketing doesn’t exist. Strategy does. If your deposit growth feels like chance, it’s time to revisit your campaign alignment. #StPatricksDay

Small businesses start preparing for summer expansion in March. Are you actively marketing SBA, LOCs, or equipment financing right now? Timing beats budget. #SmallBusinessBanking

How many calls hit your institution after 5PM? March is a good month to audit missed opportunity volume. AI isn’t a trend, it’s revenue protection. #DigitalBanking

Mega banks are scaling tech. Community institutions should scale relationships. March is a great time to double down on hyper-local campaigns. #CommunityFirst

With mortgage volume still fluctuating, diversified loan campaigns are essential this spring. Auto. HELOC. Personal loans. Where are you reallocating marketing spend? #BankGrowth

Gen Z expects frictionless onboarding. If your digital account opening takes more than minutes, March should be your improvement month. Speed converts. #NextGenBanking

Happy 1 year anniversary, Emma! 🎉 So lucky to have you on the Strategis team!