CBA Webinars

CBA Team Contact

Jake Fowler

The Data Dilemma in Bank Marketing



Sarah Welch, Director, Novantas

Chris Franzi, Manager, Novantas


Even with an increasing amount of data available, bank marketers often struggle to harness the power of their data and make sense of it to answer fundamental marketing questions.

This problem is amplified by the digital transformation taking place across the banking industry. Marketing and branding are taking center stage in customer acquisition initiatives and marketers are expected to have answers.

Join Novantas experts as they explore key trends in marketing data management and marketing investment, and what key questions bank marketers should consider during annual planning.


  1. Recent changes in the importance of marketing in customer acquisition
  2. Common pitfalls of marketing data management and data management best practices
  3. Expected ranges of marketing spend, normalized for size of bank, across the marketing funnel other types of related spend
  4. Questions a bank should be asking as it does annual and quarterly marketing planning

Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

Sarah Welch

Director, Marketing Solutions Leader, Novantas

Sarah is a Director and head of Marketing Solutions at Novantas. She brings 15 years of experience as an entrepreneur and marketer in AdTech and digital products and works closely with marketing executives and product leaders across the industry to develop distinctive value propositions, improve marketing analytics, and drive the alignment of cross-bank communications around the customers. She has helped build, quantify and execute tangible strategic and tactical programs to improve deposit growth at lower cost.

Chris Franzi

Manager, Novantas

Chris Franzi is a Manager in the Marketing and Digital practice at Novantas. He brings eight years of Financial Services marketing experience to client engagements. Chris is the Product Manager of Acquisition IQ, Novantas’ industry-leading solution for cross-bank marketing spend and efficiency comparisons. Chris also advises on marketing investment planning engagements, having developed multi-year marketing investment plans for numerous Retail Banks. In addition to Chris’ consultative work, includes work in Advertising Technology, having run multi-million dollars native ad campaigns for financial services companies


05/21/2019 at 2:00 PM (EDT)  |  Recorded On: 06/12/2019
05/21/2019 at 2:00 PM (EDT)  |  Recorded On: 06/12/2019 Please click the button to the right to join the webinar.