{"id":1721936,"date":"2023-03-23T15:43:24","date_gmt":"2023-03-23T22:43:24","guid":{"rendered":"https:\/\/fintelconnect.yardstick.ca\/?page_id=1721936"},"modified":"2026-08-04T15:06:55","modified_gmt":"2026-08-04T22:06:55","slug":"guides","status":"publish","type":"page","link":"https:\/\/www.fintelconnect.com\/fr\/guides\/","title":{"rendered":"Guides"},"content":{"rendered":"<h4><a href=\"\/resources\">Resources<\/a><\/h4>\n<h1>Guides<\/h1>\n<div>\n<p><span>Want to learn the secrets to boosting your online customer growth? Check out our guides to get expert insights for optimizing your digital strategy.<\/span><\/p>\n<\/div>\n<h3>Browse topics<\/h3>\n<ul>\n<li>\n<\/li>\n<li>\n<p><a href=\"\/guides\"><\/p>\n<p>Guides<\/p>\n<p><\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"\/case-studies\/\">Case Studies<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"\/compare\/\">Compare Fintel Connect<\/a><\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/07\/WordPress-CPA-Guide.png\" alt=\"Fintel Connect 2026 CPA Guide to Affiliate Customer Growth in Financial Services \u2014 benchmarks and market intelligence for U.S. and Canada.\"><\/p>\n<h3>2026 Cost Per Acquisition (CPA) Guide to Affiliate Customer Growth in Financial Services<\/h3>\n<div>Drawing on proprietary benchmarks from thousands of financial affiliate campaigns, this guide breaks down what&#8217;s driving those shifts and how leading brands are responding.<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/2026-financial-affiliate-cpa-report\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/WordPress-MiniGuide-Budgets.png\" alt=\"Fintel Connect mini guide cover showing why financial marketing budgets still start with last year's number, with a tablet preview of the guide on shifting from historical budgeting to outcome-based bank marketing investment\"><\/p>\n<h3>Why a Percentage of Last Year&#8217;s Budget Doesn\u2019t Work as a Strategy<\/h3>\n<div>56% of banks still budget based on last year&#8217;s spend. Learn why that&#8217;s holding your institution back\u2014and how to shift to outcome-based marketing budgeting.<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/financial-marketing-budgets-start-with-last-years-number\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/04\/WordPress-Cornerstone-Report-Forbes.png\" alt=\"Promotional graphic from Fintel Connect asking \u201cCan You Prove What Your Marketing Spend Is Delivering?\u201d alongside a report titled \u201cThe Marketing ROI Gap in Banking\u201d by Cornerstone Advisors, highlighting insights from 126 U.S. banking executives. The image features a tablet displaying digital marketing icons flowing upward, representing effective marketing channels for financial services and the role of an affiliate marketing agency in channel spend, ROI, and attribution gaps. As seen in Forbes\"><\/p>\n<h3>The Marketing ROI Gap in Banking: How Financial Institutions Spend, Measure, and (Struggle to) Prove Marketing\u2019s Value<\/h3>\n<div>Cornerstone Advisors\u2019 new research shows how banks and credit unions are measuring marketing ROI, where attribution falls short, and why spend and performance remain misaligned.<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/financial-marketing-roi\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/02\/WordPress-Cornerstone-Early-Access.png\" alt=\"A graphic promoting early access to an industry report done in collaboration between Fintel Connect and Cornerstone Advisors featuring Executive Insights on Financial Marketing ROI &#038; Channel Effectiveness\"><\/p>\n<h3>Executive Insights: Financial Marketing ROI &#038; Channel Effectiveness<\/h3>\n<div>\n<p>Uncover exclusive insights on how executive teams at credit unions, national and enterprise banks allocate marketing budgets, evaluate marketing channel performance, and define what drives ROI in financial services in 2026.<\/p>\n<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/financial-marketing-roi\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/11\/Wordpress-LLM-2.png\" alt=\"Competing for Visibility in the Age of AI: An LLM Report by Fintel Connect\"><\/p>\n<h3>Competing for Visibility in the Age of AI<\/h3>\n<div>\n<p>Large Language Models are reshaping brand visibility by becoming the gatekeepers between your content and the information your consumers are able to access.<\/p>\n<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/competing-for-visibility-in-the-age-of-ai\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/08\/2025-FIAM-WordPress-img-1.png\" alt=\"\"><\/p>\n<h3>2025 Financial Industry Affiliate Marketing Report <\/h3>\n<div>\n<p>The annual Financial Industry Affiliate Marketing Report is back\u2014spotlighting the key trends, tactics, and opportunities shaping banking and fintech acquisition strategies in the year ahead.<\/p>\n<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/financial-industry-affiliate-marketing-report\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/03\/Website-Image-Press-and-Thumbnail03-1-scaled.jpg\" alt=\"\"><\/p>\n<h3>2025 Cost Per Acquisition Benchmarking Guide <\/h3>\n<div>\n<p><span data-teams=\"true\">Find out what the leading financial service companies are doing to optimize their CPA strategies.<\/span><\/p>\n<\/div>\n<p><a href=\"https:\/\/resources.fintelconnect.com\/cost-per-acquisition-benchmark-guide\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/Press-Release-Header.png\" alt=\"\"><\/p>\n<h3>Financial Industry Affiliate Marketing Report 2024<\/h3>\n<div>\n<p><span>Discover exclusive insights and trends shaping financial services affiliate marketing <\/span><\/p>\n<\/div>\n<p><a href=\"\/guides\/financial-industry-affiliate-marketing-report\/\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/MicrosoftTeams-image-49.png\" alt=\"smb guide\"><\/p>\n<h3>The ultimate guide for financial brands to reach SMB customers.<\/h3>\n<div>\n<p>Learn the key insights for how affiliate marketing can help financial institutions reach SMB customers.<\/p>\n<\/div>\n<p><a href=\"\/guides\/smb-guide\/\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/11\/MicrosoftTeams-image-54.png\" alt=\"journey image\"><\/p>\n<h3>BaaS and Managing Growth and Risk<\/h3>\n<div>\n<p>Explores some of the opportunities and challenges FIs face in maintaining transparency and accountability as it relates to the BaaS model and marketing compliance.<\/p>\n<\/div>\n<p><a href=\"\/guides\/baas-and-managing-growth-and-risk\/\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/05\/Deposit-Playbook-Landing-Cover.png\" alt=\"\"><\/p>\n<h3>Unlock the secrets to achieving cost-effective deposits, as told by financial\u202findustry experts<\/h3>\n<div>\n<p>Discover the top tactics financial experts and marketing teams are using to drive sustainable deposit growth in 2023 and beyond.<\/p>\n<\/div>\n<p><a href=\"\/guides\/deposit-growth-playbook\/\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/04\/Screenshot-2023-04-21T163920.374.png\" alt=\"\"><\/p>\n<h3>Secrets to boosting your online customer growth<\/h3>\n<div>\n<p style=\"text-align: left;\">Hear stories and strategies from financial services leaders on what it takes to win and retain customers online.<\/p>\n<\/div>\n<p><a href=\"\/guides\/customer-acquisition-for-financial-institutions\/\"><\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/04\/Screenshot-2023-04-21T165504.414.png\" alt=\"\"><\/p>\n<h3>Why You Should Become an Affiliate in Financial Services<\/h3>\n<div>\n<p><span>Learn why financial affiliate marketing is one of the most lucrative income opportunities for affiliates and influencers of virtually all niches<\/span><\/p>\n<\/div>\n<p><a href=\"\/guides\/why-become-affiliate-in-financial-services\/\"><\/a><\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- 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Learn why that's holding your institution back\u2014and how to shift to outcome-based marketing budgeting.\",\"image\":\"wp-content\/uploads\/2026\/05\/WordPress-MiniGuide-Budgets.png\",\"image_alt\":\"Fintel Connect mini guide cover showing why financial marketing budgets still start with last year's number, with a tablet preview of the guide on shifting from historical budgeting to outcome-based bank marketing investment\",\"link\":\"https:\/\/resources.fintelconnect.com\/financial-marketing-budgets-start-with-last-years-number\",\"title\":\"Why a Percentage of Last Year's Budget Doesn\u2019t Work as a Strategy\"},\"name\":\"Mini Guide: Budget\"},{\"type\":\"grid_item\",\"props\":{\"content\":\"Cornerstone Advisors\u2019 new research shows how banks and credit unions are measuring marketing ROI, where attribution falls short, and why spend and performance remain misaligned.\",\"image\":\"wp-content\/uploads\/2026\/04\/WordPress-Cornerstone-Report-Forbes.png\",\"image_alt\":\"Promotional graphic from Fintel Connect asking \u201cCan You Prove What Your Marketing Spend Is Delivering?\u201d alongside a report titled \u201cThe Marketing ROI Gap in Banking\u201d by Cornerstone Advisors, highlighting insights from 126 U.S. banking executives. The image features a tablet displaying digital marketing icons flowing upward, representing effective marketing channels for financial services and the role of an affiliate marketing agency in channel spend, ROI, and attribution gaps. As seen in Forbes\",\"link\":\"https:\/\/resources.fintelconnect.com\/financial-marketing-roi\",\"title\":\"The Marketing ROI Gap in Banking: How Financial Institutions Spend, Measure, and (Struggle to) Prove Marketing\u2019s Value\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>Uncover exclusive insights on how executive teams at credit unions, national and enterprise banks allocate marketing budgets, evaluate marketing channel performance, and define what drives ROI in financial services in 2026.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2026\/02\/WordPress-Cornerstone-Early-Access.png\",\"image_alt\":\"A graphic promoting early access to an industry report done in collaboration between Fintel Connect and Cornerstone Advisors featuring Executive Insights on Financial Marketing ROI & Channel Effectiveness\",\"link\":\"https:\/\/resources.fintelconnect.com\/financial-marketing-roi\",\"title\":\"Executive Insights: Financial Marketing ROI & Channel Effectiveness\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>Large Language Models are reshaping brand visibility by becoming the gatekeepers between your content and the information your consumers are able to access.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2025\/11\/Wordpress-LLM-2.png\",\"image_alt\":\"Competing for Visibility in the Age of AI: An LLM Report by Fintel Connect\",\"link\":\"https:\/\/resources.fintelconnect.com\/competing-for-visibility-in-the-age-of-ai\",\"title\":\"Competing for Visibility in the Age of AI\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>The annual Financial Industry Affiliate Marketing Report is back\u2014spotlighting the key trends, tactics, and opportunities shaping banking and fintech acquisition strategies in the year ahead.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2025\/08\/2025-FIAM-WordPress-img-1.png\",\"link\":\"https:\/\/resources.fintelconnect.com\/financial-industry-affiliate-marketing-report\",\"title\":\"2025 Financial Industry Affiliate Marketing Report \"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p><span data-teams=\\\"true\\\">Find out what the leading financial service companies are doing to optimize their CPA strategies.<\/span><\/p>\n\n\",\"image\":\"wp-content\/uploads\/2025\/03\/Website-Image-Press-and-Thumbnail03-1-scaled.jpg\",\"link\":\"https:\/\/resources.fintelconnect.com\/cost-per-acquisition-benchmark-guide\",\"title\":\"2025 Cost Per Acquisition Benchmarking Guide \"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p><span>Discover exclusive insights and trends shaping financial services affiliate marketing <\/span><\/p>\n\n\",\"image\":\"wp-content\/uploads\/2024\/07\/Press-Release-Header.png\",\"link\":\"guides\/financial-industry-affiliate-marketing-report\/\",\"meta\":\"\",\"title\":\"Financial Industry Affiliate Marketing Report 2024\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>Learn the key insights for how affiliate marketing can help financial institutions reach SMB customers.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2023\/10\/MicrosoftTeams-image-49.png\",\"image_alt\":\"smb guide\",\"link\":\"guides\/smb-guide\/\",\"meta\":\"\",\"title\":\"The ultimate guide for financial brands to reach SMB customers.\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>Explores some of the opportunities and challenges FIs face in maintaining transparency and accountability as it relates to the BaaS model and marketing compliance.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2023\/11\/MicrosoftTeams-image-54.png\",\"image_alt\":\"journey image\",\"link\":\"guides\/baas-and-managing-growth-and-risk\/\",\"title\":\"BaaS and Managing Growth and Risk\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>Discover the top tactics financial experts and marketing teams are using to drive sustainable deposit growth in 2023 and beyond.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2023\/05\/Deposit-Playbook-Landing-Cover.png\",\"link\":\"guides\/deposit-growth-playbook\/\",\"title\":\"Unlock the secrets to achieving cost-effective deposits, as told by financial\u202findustry experts\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p style=\\\"text-align: left;\\\">Hear stories and strategies from financial services leaders on what it takes to win and retain customers online.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2023\/04\/Screenshot-2023-04-21T163920.374.png\",\"link\":\"\/guides\/customer-acquisition-for-financial-institutions\/\",\"title\":\"Secrets to boosting your online customer growth\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p><span>Learn why financial affiliate marketing is one of the most lucrative income opportunities for affiliates and influencers of virtually all niches<\/span><\/p>\n\n\",\"image\":\"wp-content\/uploads\/2023\/04\/Screenshot-2023-04-21T165504.414.png\",\"link\":\"\/guides\/why-become-affiliate-in-financial-services\/\",\"title\":\"Why You Should Become an Affiliate in Financial Services\"}}]}]}]}]}],\"version\":\"5.0.38\",\"yooessentialsVersion\":\"3.0.13\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Resources Guides Want to learn the secrets to boosting your online customer growth? 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