{"id":1732763,"date":"2026-05-14T14:32:10","date_gmt":"2026-05-14T21:32:10","guid":{"rendered":"https:\/\/www.fintelconnect.com\/?page_id=1732763"},"modified":"2026-06-05T11:02:30","modified_gmt":"2026-06-05T18:02:30","slug":"financial-marketing-roi-quiz","status":"publish","type":"page","link":"https:\/\/www.fintelconnect.com\/fr\/financial-marketing-roi-quiz\/","title":{"rendered":"Financial Marketing ROI Quiz"},"content":{"rendered":"<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"css\":\".el-section {\\nbackground: linear-gradient(45deg, #f68c2d 0%, #F18F6B 40%, #ff5b69 75%, #3a5586 110%)\u00a0!important;\\n}\",\"image_position\":\"center-center\",\"overlap\":true,\"style\":\"\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"yooessentials_form\",\"props\":{\"css\":\".el-element {\\n    padding:48px;\\n    background-color:white;\\n    border-radius:24px;\\n}\",\"form_actions\":[],\"form_settings_action_method\":\"POST\",\"form_settings_honeypot_enable\":false,\"form_settings_honeypot_min_seconds\":5,\"form_settings_html5validation\":true,\"form_settings_override_action_url\":false,\"form_settings_reset_after_submit\":true,\"margin_bottom\":\"default\",\"margin_top\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Are your marketing dollars going to the right places?\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"title_element\":\"h1\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>Most banks and credit unions think they know which channels are working. The data says otherwise. The Marketing ROI Gap in Banking found that the majority of financial institutions still rely on last year's budget, basic web analytics, and gut instinct to make spending decisions.<\/p>\n\n\\n\n\n<p>Take the 2-minute quiz to see if you're an <strong>ROI Leader<\/strong>, <strong>Growth Optimizer<\/strong>, <strong>Measurement Improver<\/strong>, or <strong>Attribution Explorer<\/strong>.<\/p>\n\n\",\"margin\":\"default\",\"margin_bottom\":\"default\",\"margin_top\":\"default\"}}]}]},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"}}]},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"budget_set\",\"control_id_inherit\":true,\"control_label\":\"1. How is your marketing budget primarily set?\",\"control_layout\":\"vertical\",\"control_name\":\"budget_set\",\"control_required\":false,\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"We adjust last year\u2019s budget based on current priorities\",\"value\":\"1\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"We build it bottom-up by initiative, business case, or expected outcomes\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Finance or executive leadership sets the number for us\",\"value\":\"1\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"It varies by product, business line, or department\",\"value\":\"2\"}}],\"name\":\"1. Budget Set\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"attribution_confidence\",\"control_id_inherit\":true,\"control_label\":\"2. Which best describes your confidence in marketing attribution? \",\"control_layout\":\"vertical\",\"control_name\":\"attribution_confidence\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"We can reliably connect most marketing activity to business outcomes\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"We can track some outcomes, but not the full customer journey\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"We mostly rely on web analytics or channel-reported metrics\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"We do not have reliable attribution\",\"value\":\"1\"}}],\"name\":\"2. Attribution Confidence\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"measurement_challenge\",\"control_id_inherit\":true,\"control_label\":\"3. What is your biggest marketing measurement challenge? \",\"control_layout\":\"vertical\",\"control_name\":\"measurement_challenge\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Core or CRM integration limitations\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Identity resolution challenges\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Long conversion cycles\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Inconsistent tagging, pixels, or campaign tracking\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Vendor\/platform \u201cblack box\u201d reporting\",\"value\":\"2\"}}],\"name\":\"3. Measurement Challenge\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"channel_spend\",\"control_id_inherit\":true,\"control_label\":\"4. Which channel currently gets the largest share of your marketing spend?\",\"control_layout\":\"vertical\",\"control_name\":\"channel_spend\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid search\",\"value\":\"1\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Display\/programmatic\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid social\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Email marketing\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Affiliate\/partner marketing\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Organic search\/AI-driven discovery\",\"value\":\"3\"}}],\"name\":\"4. Channel Spend\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"strongest_ROI\",\"control_id_inherit\":true,\"control_label\":\"5. Which channel do you believe delivers your strongest ROI?\",\"control_layout\":\"vertical\",\"control_name\":\"strongest_ROI\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Email marketing\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid search\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Organic search\/AI-driven discovery\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Affiliate\/partner marketing\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Branch\/in-person\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Display\/programmatic\",\"value\":\"1\"}}],\"name\":\"5. Strongest ROI\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"wrong_credit\",\"control_id_inherit\":true,\"control_label\":\"6. How often do you think your institution credits the wrong marketing source or touchpoint?\",\"control_layout\":\"vertical\",\"control_name\":\"wrong_credit\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Less than 10% of the time\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"10%\u201325% of the time\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"More than 25% of the time\",\"value\":\"1\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Not sure\",\"value\":\"1\"}}],\"name\":\"6. Wrong Credit\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"performance_factor\",\"control_id_inherit\":true,\"control_label\":\"7. Which performance factor matters most to your institution?\",\"control_layout\":\"vertical\",\"control_name\":\"performance_factor\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Volume\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Customer quality\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Cost efficiency\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Brand impact\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Risk\/compliance avoidance\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Speed to market\",\"value\":\"2\"}}],\"name\":\"7. Performance Factor\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"put_money\",\"control_id_inherit\":true,\"control_label\":\"8. If your marketing budget increased tomorrow, where would you put the money?\",\"control_layout\":\"vertical\",\"control_name\":\"put_money\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Organic search\/content\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid search\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Affiliate\/partner marketing\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Display\/programmatic\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid social\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Email marketing\",\"value\":\"3\"}}],\"name\":\"8. Put Money\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"underleveraged\",\"control_id_inherit\":true,\"control_label\":\"9. Which channel do you think is most underleveraged by your institution?\",\"control_layout\":\"vertical\",\"control_name\":\"underleveraged\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Affiliate\/partner marketing\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Organic search\/content\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid search\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Paid social\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Display\/programmatic\",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Email marketing\",\"value\":\"1\"}}],\"name\":\"9. Underleveraged\"},{\"type\":\"yooessentials_form_radio\",\"props\":{\"class\":\"marketing_role\",\"control_id_inherit\":true,\"control_label\":\"10. Which statement best describes Marketing\u2019s role in your organization?\",\"control_layout\":\"vertical\",\"control_name\":\"marketing_role\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":false,\"margin_top\":\"remove\"},\"children\":[{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Marketing owns or strongly influences growth strategy\",\"value\":\"4\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Marketing is involved in growth conversations, but not always early enough\",\"value\":\"3\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Marketing mostly supports campaigns requested by other departments \",\"value\":\"2\"}},{\"type\":\"yooessentials_form_option\",\"props\":{\"disabled\":false,\"text\":\"Marketing is still seen as a cost center or internal service team\",\"value\":\"1\"}}],\"name\":\"10. Marketing Role\"}]}],\"props\":{\"class\":\"quiz-questions\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\"}},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"yooessentials_form_hidden\",\"props\":{\"control_encrypt\":false,\"control_id_inherit\":true},\"name\":\"Hidden Total\"},{\"type\":\"text\",\"props\":{\"class\":\"quiz-total-display\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><strong>Total<\/strong><\/p>\n\n\",\"margin\":\"default\",\"margin_bottom\":\"remove\",\"margin_remove_bottom\":true,\"margin_top\":\"remove\"},\"name\":\"Total\"},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>Find out what ROI Leaders are doing differently. Get <em><a href=\\\"https:\/\/resources.fintelconnect.com\/financial-marketing-roi\\\" target=\\\"_blank\\\" rel=\\\"nofollow noopener\\\">The Marketing ROI Gap in Banking<\/a><\/em>. The report financial institution marketers are using to rethink how they budget, measure, and grow.<\/p>\n\n\",\"margin\":\"default\",\"margin_bottom\":\"default\",\"margin_top\":\"default\"},\"name\":\"Transiton\"},{\"type\":\"yooessentials_form_input\",\"props\":{\"control_icon_align\":\"left\",\"grid_column_gap\":\"small\",\"grid_columns_number\":\"auto\",\"grid_row_gap\":\"small\",\"margin\":\"default\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"show_icon\":true,\"show_label\":true},\"children\":[{\"type\":\"yooessentials_form_input_text\",\"props\":{\"control_id_inherit\":true,\"control_label\":\"First Name\",\"control_name\":\"firstname\",\"control_readonly\":false,\"control_required\":true}}],\"name\":\"First Name\"},{\"type\":\"yooessentials_form_input\",\"props\":{\"control_icon_align\":\"left\",\"grid_column_gap\":\"small\",\"grid_columns_number\":\"auto\",\"grid_row_gap\":\"small\",\"margin\":\"default\",\"margin_bottom\":\"default\",\"margin_remove_bottom\":true,\"margin_top\":\"default\",\"show_icon\":true,\"show_label\":true},\"children\":[{\"type\":\"yooessentials_form_input_email\",\"props\":{\"control_id_inherit\":true,\"control_label\":\"Business Email\",\"control_name\":\"email\",\"control_required\":true}}],\"name\":\"Business Email\"},{\"type\":\"yooessentials_form_button\",\"props\":{\"css\":\".el-content {\\n    text-transform:none;\\n}\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"default\"},\"children\":[{\"type\":\"yooessentials_form_button_submit\",\"props\":{\"button_style\":\"secondary\",\"content\":\"Send me the report\",\"icon_align\":\"left\"}}],\"name\":\"Submit\"}]}],\"props\":{\"class\":\"lead-capture\",\"margin\":\"remove-vertical\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\"}},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"html\",\"props\":{\"content\":\"<script>\\n(function () {\\n\\n  var STEPS = [\\n    \\\"budget_set\\\",\\n    \\\"attribution_confidence\\\",\\n    \\\"measurement_challenge\\\",\\n    \\\"channel_spend\\\",\\n    \\\"strongest_ROI\\\",\\n    \\\"wrong_credit\\\",\\n    \\\"performance_factor\\\",\\n    \\\"put_money\\\",\\n    \\\"underleveraged\\\",\\n    \\\"marketing_role\\\"\\n  ];\\n\\n  var INSIGHTS = {\\n    budget_set:             \\\"Nearly 6 in 10 institutions set marketing budgets by adjusting the previous year's budget.\\\",\\n    attribution_confidence: \\\"Not one institution surveyed said they could reliably attribute marketing results to all six customer-level outcomes measured in the report.\\\",\\n    measurement_challenge:  \\\"6 in 10 institutions said core or CRM limitations restrict their ability to measure marketing ROI.\\\",\\n    channel_spend:          \\\"Paid search was the channel most often named as taking one of the largest shares of marketing spend.\\\",\\n    strongest_ROI:          \\\"Email marketing was most often cited as delivering the strongest ROI, even though it was not among the top channels for budget allocation.\\\",\\n    wrong_credit:           \\\"Roughly a third of institutions believe they credit the wrong source more than a quarter of the time, while many others are not sure.\\\",\\n    performance_factor:     \\\"Volume ranked as the most important marketing performance factor, with customer quality close behind.\\\",\\n    put_money:              \\\"Organic search\/content, paid search, and affiliate\/partner marketing were the top areas institutions said they would fund with additional budget.\\\",\\n      underleveraged:         \\\"Affiliate\/partner marketing was one of the least-used channels, yet it was the most frequently named underleveraged channel.\\\",\\n    marketing_role:         \\\"The report argues that closing the marketing ROI gap requires Marketing to move from campaign support to strategic growth ownership.\\\"\\n  };\\n\\n  var INSIGHT_STYLE = {\\n    textColor : \\\"#002C69\\\",\\n    bg        : \\\"#EDF0FF\\\",\\n    radius    : \\\"8px\\\",\\n    padding   : \\\"18px 20px\\\",\\n    fontSize  : \\\"16px\\\"\\n  };\\n\\n  function waitFor(selector, callback, attempts) {\\n    attempts = attempts || 0;\\n    if (attempts > 100) { console.warn(\\\"Fintel Quiz: timed out waiting for \\\" + selector); 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