Resources and Other Helpful Digital Marketing Content To Guide You On Your Digital Journey!

Here at WSI, we believe it is important to share our ideas and success stories to help make YOU smarter. We think our Blog is a great way to get started, as well as guide you to your own success.

Innovative Short-Form Content Strategies for Effective Bank Promotions


Innovative Short-Form Content Strategies for Effective Bank Promotions

Eric Cook by Eric Cook

Chief Digital Strategist

Contact author Full biography

Full biography

Eric considers himself a “recovering banker” of 15 years, who for the past eleven years has focused his efforts as a digital strategist, helping his clients (mostly community banks) better understand and leverage the power of the Internet as a strategic business tool. An award-winning web designer with WSI, the world’s largest digital agency network, Eric is a two-time contributing author to the best-selling book Digital Minds – 12 Things Every Business Needs to Know About Digital Marketing. Consistently rated in the top five digital marketing books on Amazon, the book is in its second edition and available in three languages.

A sought-after, nationally-recognized speaker in the financial services industry, Eric is a member of the National Speakers Association and loves sharing his knowledge to help educate and inspire others. He is the co-creator of a weekly webinar show called Free Webinar Wednesdays, founder of the Banker Education Series webinar series, and serves as a faculty member at several banking schools around the country where he teaches bankers about digital strategy, online marketing and social media. He is a WSI Certified LinkedIn Professional and holds undergraduate degrees in business administration and psychology. While working full-time as a community banker, Eric earned his MBA and completed the three-year Graduate School of Banking program in Madison, WI in 2003.

Professionally, Eric helps his clients in all areas of digital marketing, which includes mobile-responsive web development, search engine marketing and optimization, social media strategies, e-mail communication, and “big-picture” digital strategic planning. He’s the co-founder of, a service created to help businesses understand their risk when it comes to operating in today’s digital world. When he’s not helping his clients succeed online, he can typically be found on one of his many bicycles training for his next mountain bike/triathlon race or spending time with his wife and two (very spoiled) golden retrievers.



In the age of digital brevity, leveraging short-form content is essential for banks seeking to differentiate their promotions in a crowded marketplace. Balancing the intersection of innovation and engagement, community banks have the opportunity to capture the imaginations and hearts of potential customers. WSI’s approach to digital marketing emphasizes not only presenting information but also positively influencing the behavior of the audience by initiating stimulating and persuasive conversations around financial products and services.

Utilize the Power of Micro-Storytelling

Stories have been the backbone of content for centuries, and the digital era is no exception. With the rise of platforms like Instagram and TikTok (when the compliance team allows it), banks can harness the art of storytelling in short snippets to connect with their audience on a deeper level. This narrative approach can personalize banking experiences and showcase success stories or customer testimonials.

  • A series of 30-second "Financial Wins" stories featuring stories about customers who have achieved personal goals through the bank's services. Of course, you won’t want to mention any names (unless you get their permission), but sharing examples makes it more relatable to the audience.
  • Engaging, relatable anecdotes that portray the bank as a pivotal partner in the journey of small to medium-sized businesses or first-time homeowners (as just a couple of examples).

Infographics: Simplifying Complex Data

Financial literacy is a key component when it comes to the perception of banking services. An excellent way to simplify complex financial concepts is through the use of infographics. These combine concise text with compelling visuals, making them sharable and easy to understand.

  • Create a series of "Did You Know?" themed infographics that educate consumers on topics like savings growth, the mortgage application process, or security tips to stay safe when using online banking.
  • Use Statista or Pew Research data to back claims and reinforce credibility.

Interactive Content for Engagement

As technology advances, so do the expectations of consumers. Interactive content such as quizzes, polls, and calculators can significantly increase engagement and provide valuable insights into the financial needs and preferences of potential customers.

  • Develop a "What's Your Financial Persona?" quiz that captures leads while providing personalized banking advice.
  • Utilize X (or as we still call it, Twitter), Instagram, or even LinkedIn polls during important financial events or seasons (e.g., tax season) to gauge customer sentiment and preferences.

Empower with Video Tutorials

Short, educational video tutorials can be a robust tool in the arsenal of bank promotion strategies. They provide bite-sized learning opportunities that can demystify banking processes and products.

  • Curate a playlist of tutorials on YouTube, focusing on common customer questions and highlighting the bank's user-friendly interfaces.
  • Partner with well-known financial influencers or bloggers to boost credibility and extend reach.
  • Or, you can do your own using your iPhone to record the video or a screen recording service such as Loom (which we use a LOT here at WSI).

Maximizing User-Generated Content

Nothing speaks louder to potential customers than the positive experiences of their peers. Encouraging user-generated content can provide authentic promotion for the bank's services.

  • Launch a hashtag campaign for customers to share their positive banking experiences or how the bank helped them grow.
  • Showcase the best stories on the bank's social media platforms to create relatable and trust-building content.

Take Your Bank's Digital Presence to the Next Level with WSI

In a world where every second counts, your bank's story deserves to be told in a way that captivates and resonates. At WSI, we specialize in transforming the essence of your brand into powerful short-form content that speaks directly to the hearts and minds of your audience. From crafting engaging micro-stories to designing eye-catching infographics, our expert team is dedicated to elevating your bank's digital presence. 

Imagine interactive quizzes that not only engage but enlighten, and video tutorials that simplify the complex world of banking. Let's make your bank's voice heard in the crowded digital arena. Contact WSI today, and together, we'll create a custom digital strategy that turns your ideas into impactful, memorable experiences for your customers. Your journey toward digital excellence begins with a single, decisive step – reach out to us now, and let's shape the future of your bank's digital storytelling.


Contact author

scroll top