Print Page   |   Contact Us   |   Sign In   |   Join
2014 October Newsletter
Share |
NEFMA New England Financial Marketing Association Connect / Learn / Share
NEFMA Awards2015 Best in Marketing Awards —
Have you submitted your entries yet?
You have until Friday, November 7 to submit your entries for NEFMA’s best in community bank and credit union creativity competition! The awards program is open to all banks, credit unions, agencies, and financial marketing service providers operating and marketing within New England. There is no fee for submissions, and you may submit as many campaigns or items as you like. Winners will be announced at a dinner and awards ceremony at the NEFMA Winter Conference taking place at The VERVE Crowne Plaza Hotel in Natick on January 29–30, 2015.

Call for Content – NEFMA Resource Library
We heard from members that a resource library would be a valuable enhancement to the member-only portion of our website. We need you to make it happen!

Please help us build our Resource Library by submitting:

  • White papers/case studies
  • Sample templates, e.g. marketing plan, social media policy, communications calendar, creative brief, RFP
  • Calculators, e.g. ROI, account open/close ratio
  • Benchmarks (vendors, this includes you!), e.g. services per HH, attrition rate, debit card penetration, e-statements penetration

Email resources to or direct message us on Facebook: We will make anonymous any financial institution name if requested.

Fall Conference Wrap-Up
Fran at Fall 2014 conference
Our attendees took home many lessons learned from our jam-packed session schedule. Thursday’s first-ever ‘Ad Court’ session saw advertising and marketing professionals have a little fun arguing for and against specific ads in front of our three-judge panel. That evening, Win Smith, Jr., reflected on his time with Merrill Lynch and shared successful marketing initiatives that helped Sugarbush Resort increase revenues amid intense competition.

On Friday, two separate panels spoke about their personal experiences with new and innovative in-branch technologies as well as MCIF/CRM best practices. While our other new addition, ‘90-Second Knock-Down,’ also proved to be a big “hit” as three service members successfully sold us on three topics just in the nick of time. Bookending the day was noted social media expert Rich Brooks, who provided a plethora of useful tools and tips specifically geared to enhance the effectiveness of bank and credit union’s social efforts.

connectMember Benefit Spotlight
NEFMA — What’s in it for you? There are dozens of answers to that question, but one benefit really rises to the top: networking opportunities. NEFMA is the only organization of its kind in our area. That means it gives financial marketers a unique opportunity to connect and communicate with others in the industry. That happens face-to-face at conferences, online, and via social media channels and direct contact. Experiences, information, advice, and ideas are shared freely, professional to professional. Our members have networking access to stepping stones to success.

Not a member yet? Join today!

Winter’s coming — and so is our 2015 Winter Conference!
Be sure to save the date for NEFMA’s Best in Marketing Awards and Winter Conference.

The VERVE Crowne Plaza Hotel
Natick, Massachusetts
Thursday, January 29 – Friday, January 30

Volunteer Opportunity: Blog Writer
Looking to get more involved in NEFMA? Here's your chance! NEFMA is looking for a volunteer to spearhead blog content development, which will include writing posts as well as aggregating great content from other sources. Please submit our volunteer form at Other opportunities exist!

D+H download HOw can yiou build personal relationships? Download our free white paper to find out.












Exhibitor & Sponsorship Opportunities are Available Click here


Sundin Associates, Proud to be NEFMA's Agency of Record.

New England Financial Marketing Association | 6 Boston Rd. Suite 202, Chelmsford, MA 01824 | Ph: 978-250-9847 | Fx: 978-250-1117 |

Powered by® :: Legal/Privacy