Strategis specializes in forward-thinking marketing strategy with data-driven results
With a Return-on-Marketing-Investment driven strategy, Strategis lives our mission of providing strategic marketing that drives growth for financial institutions in the evolving world. We pride ourselves on being a full-service marketing agency that provides credit unions and banks with measurable results that can be tracked, reported and proven to turn marketing into a profit center. When you work with Strategis, it’s like we’re right down the hall. We work closely with our clients to curate marketing strategies to create and execute an organized, actionable marketing plan that produces actual results. From the initial discovery meeting through comprehensive campaign creation and reporting, let Strategis be your strongest marketing resource.
As seasoned marketing professionals, we have the skills and experience to help your community bank or credit union’s marketing drive interest income and low-cost deposits.
A partner to both credit unions and community banks.
Strategis can be a partner to an existing internal marketing department or take over the whole marketing function. No matter the size of your institution, our goals are always to increase your Return On Investment (ROI). We do it all well and we're always on the lookout for innovative new ways to use technology that break through the clutter.
We are ready to use our in-depth knowledge and experience working with community banks and credit unions to increase your low-cost deposits and interest income.
Strategic financial marketing services for today, tomorrow, and beyond.
» Strategy – We adapt our strategies for what's working in the evolving world of emerging digital platforms, A.I. technology, and more.
» Reporting - Our customizable, in-depth reporting method takes into account all the details your team needs.
» ROI Calculations – We provide results you can see with precise ROI calculations.
» Driving Evolution – Our team keeps you abreast of new advertising methods, A.I. technology, and industry trends in real-time.
Digital Marketing
Google Ads
Social Media Advertising
IP Targeting
Email Marketing
Outbound Email Marketing
Blog Management
Inbound Marketing
Social Media Content & Management
Traditional Marketing
Radio
Television
Direct Mail
Billboards
Print Advertising
Public Relations
Design & Copy
Creative Design Services
Copywriting
Comprehensive Campaign Creation
Streaming & Video
OTT Advertising
Audio Advertising
Video Production
Commercial Production
Websites
Website Development
Website Management
Search Engine Optimization (SEO)
Our team’s deep understanding of financial marketing allows us to craft campaigns that match your community bank or credit union goals of driving interest income and low-cost deposits.
Data-driven results that can be tracked, reported, and proven to drive real growth in a fast-moving landscape.
Check out our work and give us a try; we think you'll be impressed with our full-service approach, proven to increase community engagement, loans, deposits, and an overall return on your investment.
With our in-depth knowledge and experience marketing in the financial services industry, we can drive interest income for your community bank or credit union.
The power of full-service
marketing for a $200M credit union.
Background
Strategis worked with a $200 Million Credit Union to outline overall goals and create a comprehensive marketing plan & strategy to achieve these goals over a period of one year. Our full-service marketing process includes strategizing, creating, optimizing, and reporting on a custom marketing strategy that encompasses digital and traditional marketing methods.
Our team’s expertise in financial marketing is unparalleled, and we’re excited to apply it to your community bank or credit union’s customer or membership acquisition strategy.
We are creative, a rockin' team!
George Irish
CEO / PRINCIPAL
Dolores Gonsalves Irish, MBA
CEO / COO
Lindsay Pagano
ACCOUNT DIRECTOR
Julia Scussel
ACCOUNT COORDINATOR
Miguel A. Gonzalez
GRAPHIC DESIGNER
Fabianna Diaz
GRAPHIC DESIGNER
Josh Irish
FINANCIAL MARKETING STRATEGIST
With decades of combined industry experience, we’re equipped to develop strategies for your community bank or credit union to increase customer or membership acquisition.
Sharing the top business and marketing insights.
Using our over 20 years of experience in marketing to various industries, we have a strong sense of what’s up and coming and how to leverage it into effective strategies. Some of our favorite topics include digital advertising technology, current events, and financial marketing, but that’s not all!
Don’t miss a thing, check out our latest posts and sign up for our email newsletter today.
5 Marketing Trends Banks and Credit Unions Can’t Ignore in 2025
Financial institutions, it's time to sharpen those marketing pencils (or should we say styluses?) because 2025 is rolling in hot with fresh trends. If you're still relying on "free toaster with new account" promos, we’ve got news for you: It’s time to upgrade. Here are five marketing trends that’ll have your customers buzzing and your competitors scrambling.
The Future of Banking: How Credit Unions Can Attract Gen Z Members
In today’s rapidly evolving financial landscape, credit unions face both a challenge and an opportunity: connecting with Gen Z, a generation born between 1997 and 2012. Known for their tech-savviness, social consciousness, and preference for personalized experiences, Gen Z’s financial habits differ significantly from those of previous generations.
A Financial Institution’s Guide to Advertising on Major Streaming Services: Pros and Cons
With the rapid shift from traditional cable to digital platforms, streaming services have become a prime medium for advertisers. Financial institutions, in particular, are finding value in targeting consumers where they spend much of their time—on popular streaming services. However, each platform offers distinct advantages and challenges that can impact your ad strategy.
Let's Connect
Excited about the project? Please get in touch.
Jamaica Plain, MA 02310