Connect Every Customer Experience Across Channels
A Playbook for Marketing Leaders in Financial Services
Customers move between digital tools and in-branch support without thinking twice. They expect a consistent, connected experience. For financial institutions, this means aligning every touchpoint—from online forms to teller windows—without losing speed or brand consistency.
This guide shows how to unify branch and digital marketing with structure, personalization and local flexibility using GearBox® by IRIS Strategic Marketing Support (IRIS).
Download the Guide to learn how to:
• Equip branches with digital-ready, locally relevant campaigns
• Align in-branch messaging with paid and social ads
• Use CRM and customer data to personalize follow-up
• Enable local execution while protecting brand integrity
• Track marketing performance across locations and formats
See how Ply Gem, a national building products brand, used GearBox® to coordinate regional marketing efforts—cutting turnaround times and boosting consistency. The same approach helps financial institutions manage multi-branch execution with speed and control.
