As financial institutions approach their 2025 budgeting cycles, there is a lot to consider and a lot at stake. Marketing budgets still haven't bounced back to pre-2020 levels. In today's competitive financial services market, every dollar counts in the fight for consumers' attention.

Putting together a budget, and getting it approved, can put strain on the CMO/CFO relationship. In a conversation with BAI’s Isio Nelson, Sharon Cook, VP of Financial Institution Client Strategy at Vericast, will discuss what financial services marketers need to consider as they build their budgets for 2025.

Join our marketing budget discussion and get a sneak peek at what other marketers in the industry are doing, and saying, about their budgets for next year, giving you the chance to compare and gather insight for your own budget.

Key takeaways:

• Get insights into what other marketers in the financial industry are planning for their 2025 budgets. Compare your budget considerations and strategies with those of your peers to identify best practices and innovative approaches.
• Discover actionable tips and strategies for creating an effective 2025 marketing budget, with specific considerations for optimizing spending and achieving goals.
• Get advice on how to make the most of your marketing budget — from legitimizing spend and justifying initiatives to calculating and presenting important metrics to other key leaders to prove the value of your contributions.

THOUGHT LEADERS:

Sharon Cook
Vice President, Financial Institution Client Strategy
Vericast

Sharon Cook oversees Financial Institution Client Strategy at Vericast. She leads a team of strategists who provide marketing and data strategy to help Vericast’s clients achieve their deposit, lending acquisition, and retention goals. Sharon has over 20 years of financial industry experience, including consumer banking and wholesale lending to financial institutions. Throughout her career, she has held key positions leading marketing teams, including Chief Marketing Officer for a $200 billion bank for banks. Sharon graduated from Georgia State University with a bachelor's degree in mass communication and marketing and has an MBA in Organizational Leadership, from Brenau University.

Isio Nelson
Managing Director, Research
BAI

Isio Nelson is Managing Director for BAI Research. In his role he leads the product, data management and analytics, and client engagement teams. Isio joined BAI in 2020 as Head of Client Engagement for BAI Research. Prior to joining BAI, Isio led multiple teams and business units at Equifax, Citi, Capital One and a startup Fintech provider. He received an M.B.A from the Kellogg Graduate School of Management at Northwestern University and a B.S. in Business Operations Management from Devry Institute of Technology.