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Jake Fowler

Results from the “Survey of Financial Marketers” + What This Means for 2018 Bank Marketing Trends



Steve Nikitas, Senior Strategy Director, Harland Clarke


2018 appears to be a banner year for financial services marketers. Harland Clarke’s annual survey indicates that marketers feel they have everything needed to succeed — adequate budgets, respect from peers and executives, greater autonomy and overall support — but there’s just one hitch. Marketers are still struggling with how to access and analyze data, and how to use it to boost marketing success. 

This interactive webcast will allow participants to hear the full results of Harland Clarke’s annual Survey of Financial Services Marketers and learn how organizations can overcome common challenges and leverage strengths for a successful – and profitable – 2018.  See what your peers are saying about marketing planning – and how your own financial institution stacks up.


  1. The most important 2018 trends for financial services marketers
  2. How bank marketers can leverage these findings to boost success for the remainder of the year.
  3. How to enhance marketing programs and prove marketing contribution to the bottom line


Attendees will leave this webcast with

  1. A clear understanding of what lies ahead for financial services in 2018
  2. Key strategic initiatives to implement in order to overcome potential challenges this year
  3. Fresh ideas on how to use data and analytics

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Steve Nikitas

Senior Strategy Director, Harland Clarke

Steve Nikitas joined Harland Clarke in October 2010 and has more than 30 years of experience in strategic planning, marketing, public relations and executive speechwriting. He has been a senior executive at financial institutions in New York, California and Massachusetts, developing and implementing sales and marketing programs that resulted in significant growth rates in loans, deposits and accounts.

As senior strategist with Harland Clarke Marketing Services, Steve provides consultative services to banks and credit unions, helping them craft marketing and retail strategies and campaigns to take advantage of existing market and financial conditions and to grow targeted portfolios.

Steve speaks on a variety of topics aimed at helping financial institutions grow and prosper, including loan portfolio growth, account holder retention, and turning regulatory issues into opportunities. Steve holds an M.B.A. from Clark University, an M.Ed. from Fitchburg State College and a B.A. from Boston University. 

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