On Demand Course

Effective Marketing in a World Driven by Technology and Compliance

Align sales, technology, and compliance for stronger marketing results.

Learning Objectives

After attending this course, you will be able to:

  • Identify key challenges in modern bank marketing and compliance.
  • Explain how to align sales, technology, and compliance efforts.
  • Discuss cross-department collaboration strategies to optimize campaigns.
  • Review best practices for balancing innovation with regulatory requirements.
Kyle Hershberger 1 HR

About This Course

Navigate the complexities of modern marketing with insights into how to unify sales, technology, and compliance. This webinar highlights examples of how banks collaborate across departments to optimize marketing campaigns. Learn how to balance innovation with regulatory requirements and develop enterprise-wide strategies that produce impactful results.

Topics covered in this course

  • The Modern Marketing Landscape in Banking
  • Aligning Sales, Technology, and Compliance
  • Cross-Department Collaboration
  • Balancing Innovation with Regulatory Requirements
  • Building Enterprise-Wide Marketing Strategies

 

*This program does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Your Instructor

Kyle Hershberger
Kyle Hershberger

Kyle Hershberger is the CEO and Jack-of-All-Trades at Cross Financial. Kyle’s experience in banking, banking software, research, and marketing services enables clients to focus on achieving their desired results. Kyle’s industry expertise comes from decades of working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities. Kyle is a frequent presenter at banking industry conferences and seminars and a member of the faculty at the Graduate School of Banking at the University of Wisconsin. Kyle is a 3rd-generation banker and a 2nd-generation consultant.

Training your team?

This course is covered under team memberships.

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Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee