We Know Bank Marketing — Inside and Out

Strategis isn’t just another agency. We specialize in financial services marketing that moves the needle for credit unions and community banks. Our expertise goes beyond brand awareness — we shape consumer behavior and deliver real, trackable ROI. From strategic planning to campaign execution and performance reporting, we operate like an in-house team—agile, aligned, and focused on results.


Partner
with the experts who make your marketing work harder.

ABOUT US

Marketing That Drives Measurable Growth

Strategis delivers ROI-focused marketing for credit unions and banks. We turn marketing into a profit center through data-driven strategies, targeted campaigns, and performance reporting.

 

As your full-service partner or extension of your internal team, we streamline execution, reduce lift, and align marketing with your business goals.


Let’s turn strategy into results.

case study

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 Goal

Strategic marketing off your plate - and on ours

At Strategis, we partner with credit unions and community banks to reduce internal workload and deliver turnkey marketing solutions that drive growth. Whether supporting your in-house team or acting as your fully outsourced marketing department, we enable you to reallocate time, energy, and resources to your institution’s core priorities. We take on the heavy lifting so you can focus on your members and mission while delivering smart, ROI-driven strategies that get results.



Our mission is simple: increase your marketing efficiency and ROI by providing end-to-end strategy, execution, and innovation — all backed by industry expertise and performance data. We stay ahead of trends and technology, so you don’t have to, ensuring your brand breaks through the clutter and resonates with today’s audiences.

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.

WE DO IT ALL

Our Services

We provide what you need, when you need it.

» Strategy
» Reporting
» ROI Calculations
» Driving Evolution

Digital Marketing

Google Ads

Google Ads

Optimized Google PPC campaigns that target users that are actively searching for relevant products within a defined service area and are mobile-optimized and delivered on mobile platforms.

Social Media Advertising

Social Media Advertising

Target members of your surrounding community where they spend the most time scrolling on platforms such as Facebook, Instagram, LinkedIn, Snapchat, and TikTok.

IP Targeting

IP Targeting

Serve ultra-targeted digital advertising on websites and apps that new and current customers have visited based on their physical location via their smartphone IDs.

Email Marketing

Email Marketing

Reach customers at any stage of their journey to keep them updated on the latest events, products, services and general communication through regularly scheduled email marketing.

Outbound Email Marketing

Outbound Email Marketing

Seek out new customers in the community with a highly targeted outbound email marketing series that features existing digital marketing campaigns.

Blog Management

Blog Management

Blog content creation and management that creates an educational and informative experience for website visitors.

Inbound Marketing

Inbound Marketing

We turn leads into strong relationships through messaging and programs that speak to their specific needs.

Social Media Content & Management

Social Media Content & Management

Organic social media content creation and management that engages with growing audiences and strengthens your community image.

Traditional Marketing

Radio

Radio

From developing scripts to securing radio advertising placement, we will make the most of your airtime and draw in the right audience.

Television

Television

Local and national tv spot purchases that access the channels customers watch most, getting your organization in front of them at the right time.

Direct Mail

Direct Mail

Direct mail provides a physical touchpoint that many customers still appreciate and typically coincides with existing digital marketing campaigns.

Billboards

Billboards

We design and purchase billboards that provide a spectacle for local commuters and general traffic on community highways and busy roads.

Print Advertising

Print Advertising

Newspaper, magazine, and brochure ads that reach local and national audiences on a familiar landscape.

Public Relations

Public Relations

Utilizing relationships with local and national news outlets to spread the word about community events, milestones, etc. that create buzz for your organization.

Design & Copy

Creative Design Services

Creative Design Services

Design services that reach customers on an emotional level through various traditional and digital channels.

Copywriting

Copywriting

We find the right words to engage customers through advertising, editorial, and digital content through our copywriting services.

Comprehensive Campaign Creation

Comprehensive Campaign Creation

Comprehensive campaigns inclusive of a campaign schedule ensure that marketing efforts across digital and traditional channels are cohesive and drive bottom line profits.

Streaming & Video

OTT Advertising

OTT Advertising

Over the top media advertising that reaches audiences where they “binge-watch” their favorite shows and movies on popular streaming platforms such as YouTube and Hulu.

Audio Advertising

Audio Advertising

Reach avid podcast and music listeners on Spotify, Pandora, iHeartRadio, and more with audio-based ads that are targeted to your community.

Video Production

Video Production

We create the concepts and scripts for videos composed of footage, illustrations, animations, and stills to create compelling ads that speak to your audience.

Commercial Production

Commercial Production

We create the concepts and scripts for commercials that create captivating stories that draw in your community via local OTT Advertising & TV spots.

Websites

Website Development

Website Development

Optimized websites developed with a fresh design and integrated experience that creates a memorable first impression.

Website Management

Website Management

Comprehensive website management services are available for several content management systems (CMS) and hosting systems that focus on keeping your website content up-to-date and secure with monthly back-ups.

Search Engine Optimization (SEO)

Search Engine Optimization (SEO)

Comprehensive (SEO) that ensures your website appears in the top rankings of Google, Bing, and Yahoo for the most relevant keywords.

we provide

Our Work

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.

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.

TEAM

We are creative, a rockin' team!

George Irish

CEO / PRINCIPAL

Dolores Gonsalves Irish, MBA

CEO / COO

Lindsay Pagano

ACCOUNT DIRECTOR

Sarah Grace Hatulan

GRAPHIC DESIGNER

Fabianna Diaz

GRAPHIC DESIGNER

Josh Irish

FINANCIAL MARKETING STRATEGIST

Emma Lord

ACCOUNT COORDINATOR

Parker Van Dyke

GRAPHIC ARTIST / WEB D&D

Hannah Thompson

ACCOUNT COORDINATOR

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.

check out our blog

Sharing the top business and marketing insights.

Tap into our knowledge on strategic marketing & beyond.

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.

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.

Let's Connect

    * By entering your phone number and clicking SUBMIT you consent to receiving SMS messages
    * Messages and Data rates may apply. Message frequency will vary
    * Reply Help to get more assistance
    * Reply Stop to Opt-out of messaging

    Contact

    Excited about the project? Please get in touch.

    We build trust that turns into solid client relationships.
    Contact adress
    6 Cranston St
    Jamaica Plain, MA 02310
    General inquiries
    TELEPHONE
    Social media
    Top
    WELCOME TO OUR
    Strategic
    Financial Marketing agency.
    Driving the results that our community based FI’s are looking for at the bottom line. Ask about our full-service approach.

    CONTACT ADDRESS

    BOSTON
    6 Cranston St
    Jamaica Plain, MA 02310

    MIAMI
    4300 Biscayne Blvd., Suite 203
    Miami, Florida 33137

     

    GENERAL INQUIRIES
    info@strategisadv.com

     

    TELEPHONE
    781.297.9200

    SOCIAL MEDIA

    Solverwp- WordPress Theme and Plugin