Your financial institution is unique. You need a partner who provides unique solutions for your branding, planning and marketing needs. At On the Mark Strategies, nothing we do is canned or copied. We don’t spend hours trying to fit your financial institution into our pre-designed programs. Each financial institution is unique and requires a unique approach. Our relationship with you begins by getting to know your credit union or bank. On The Mark Strategies:

  • Listens to your needs
  • Develops customized programs to meet your goals
  • Facilitates conversations among members of your team
  • Guides you through processes that help your team get results

Unlike other firms, we do not make tough decisions for you. We help you think differently. We love you like a friend and challenge you like an enemy. And, we push you to have important discussions that lead your team to a joint vision.


on the mark strategies client testimonial





Speaking  |  A keynote speaker sets the tone and energy level for your event and often determines your audience’s decision to attend your next one. Our dynamic keynote speakers are financial industry experts who connect with your audience, introduce leading edge concepts and demonstrate passion for the topics they present. We educate, engage and entertain your audience while customizing all speeches to your organization’s needs.

Branding and Name Changes Building a lasting brand is the only way to differentiate your financial institution in a saturated market and industry. Our trademarked branding process guides your team to develop a strong brand and/or name which resonates with your target demographics, reflects what your financial institution is really about, provides cohesiveness for business decisions and sets you up for long-term growth.

Strategic Planning  |  Strategic planning is more than a glorified to-do list. Our trademarked approach is different. You will leave your planning session with a roadmap of where your financial institution is headed in the future, as well as tools to keep your team accountable for executing your plans. We incorporate fun into your session while ensuring that your financial institution always strives for greatness.

Marketing Audits |  Take your marketing to the next level with strategic and tactical recommendations you can implement immediately. Our team of experts reviews your marketing collateral, strategy, budget, calendar, plan and digital channels. We also mystery shop your branches and competitors to identify your financial institution’s brand gaps and competitive advantages. A marketing audit isn’t just for marketing. It makes your entire organization more cohesive.

Creative Services  |  Creative visuals give your name and brand a voice, but they don’t drive your brand. Strategy does. Our creative team is tuned into your brand from day one so we understand your brand strategy. We immerse ourselves in your brand’s DNA to fully understand your creative needs and create visuals that bring your brand to life.

leadership training iconJourney Mapping and Member Engagement Training  |  How do you want customers or members to feel when they do business with you? Your answer to that question begins the journey mapping process for your financial institution’s consumer experience. Our process enables you to thoughtfully standardize service and experiences at every delivery channel, successfully train your staff to those standards and make your financial institution more memorable.


Marketing Assessment: Go Out and Get Busy

Marketing Assessment: Go Out and Get Busy

Famous author, lecturer and sales guru Dale Carnegie once said:   "Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy.”   We certainly live in a time of...

read more


Branding, Marketing & Planning Tips

Plus Receive a FREE Branding eBook

To receive twice monthly branding, marketing and planning tips, sign up for the “Marked for Success” e-mail. You will also receive a FREE e-Book, “Branding Money: 30 Ideas to Build and Live Your Credit Union or Bank Brand.” The free eBook provides a jump start to build your brand NOW! Whether you already have a branding plan in place or you don’t even know where to start, this eBook will give you the information you need to move forward.