BAI Executive Report

Anticipating banking’s 2025 marketing trends



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Predictions for a more normalized deposit landscape and early signs the Federal Reserve may be winning its inflation fight are just two factors that look to return the financial services space to a relative period of business as usual, according to the marketing experts writing in BAI’s October Executive Report: Anticipating banking’s 2025 marketing trends.

That gives some license for data-driven marketing budget asks. Of course, for the creative and product teams whose job it is to attract and secure customers, there is seldom time to rest regardless of the financial picture. As one contributor notes, “Marketers need to continually advance their strategies for generating new demand and earning deeper loyalty. They’re playing a zero-sum game to win customers for life—if they don’t deliver, their competitors will.”

Toward these goals, we’ve pulled together a strong lineup of articles that will inform your team, and your broader enterprise, of the marketing strategies and practices that will shape 2025 and beyond.


Articles in this report include:

Should bank marketing stay in-house or rely on agencies?
This persistent question returns to the forefront in the quest for greater productivity and as demand for AI grows.

Dare to be dull: PNC wants to break through with ‘brilliantly boring’ claim
Experts assess a potentially risky campaign whose focus on reliability hits in the wake of regional bank failures.

Direct mail’s triumphant return
10 tips for success even among digital-first customers.

Your next marketing campaign? Win over your own CFO
Marketing leaders fighting for budget dollars should prioritize product and brand consistency and use data to make their case.

Competition for customer loyalty never lets up
As a new year looms, personalization gets more selective and omnichannel engagement matures, while soft-touch guidance prevails. And AI? Hype becomes reality.


Download this resource to help you and your colleagues understand and improve effective, data-driven marketing tactics.