{"id":1732736,"date":"2026-05-19T15:57:22","date_gmt":"2026-05-19T22:57:22","guid":{"rendered":"https:\/\/www.fintelconnect.com\/?p=1732736"},"modified":"2026-06-17T15:22:57","modified_gmt":"2026-06-17T22:22:57","slug":"financial-marketing-roi-quiz","status":"publish","type":"post","link":"https:\/\/www.fintelconnect.com\/fr\/blog\/financial-marketing-roi-quiz\/","title":{"rendered":"Is Your Financial Institution\u2019s Marketing Budget Aligned With ROI?"},"content":{"rendered":"

Concise answer:<\/strong> Many banks and credit unions are under pressure to prove marketing ROI, but budget allocation, attribution, and channel performance often do not line up. This quick quiz helps financial marketing leaders compare their approach against new industry benchmarks from Cornerstone Advisors and Fintel Connect.<\/p>\n\n\n\n

Marketing leaders at banks and credit unions are being asked to make smarter growth decisions with tighter scrutiny on every dollar.<\/p>\n\n\n\n

Acquisition is more competitive. Customer journeys are harder to track. AI-driven discovery is changing how people research financial products. Executive teams want clearer answers on what is working, what is underperforming, and where the next dollar should go.<\/p>\n\n\n\n

The challenge is that many institutions are still making those decisions with incomplete measurement, inherited budget models, and channel assumptions that may no longer reflect actual performance.<\/p>\n\n\n\n

That is the gap explored in The Marketing ROI Gap in Banking: How Financial Institutions Spend, Measure, and (Struggle to) Prove Marketing\u2019s Value<\/a><\/em>, a new report from Cornerstone Advisors, commissioned by Fintel Connect.<\/p>\n\n\n\n

To help financial marketing leaders turn those findings into a practical self-assessment, we created a short interactive quiz based on the report\u2019s key insights.<\/p>\n\n\n\n

Take the quiz to see how your institution\u2019s budget, attribution, and channel strategy compare to your peers.<\/strong><\/p>\n\n\n\n

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Start the quiz<\/a><\/p>\n\n\n

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Why financial marketing ROI is hard to prove<\/h2>\n

Financial institutions are not short on marketing data. Most teams have web analytics, platform dashboards, campaign reports, CRM data, core data, and channel-specific metrics.<\/p>\n

The problem is that those systems often do not connect cleanly enough to show which activities are driving meaningful business outcomes such as funded accounts, deposits, loans, and long-term customer value.<\/p>\n

That puts Marketing in a difficult position. Teams are accountable for growth, but often lack the infrastructure to confidently connect spend to results across the full customer journey.<\/p>\n

The report found that nearly 6 in 10 institutions determine their marketing budgets by adjusting the previous year\u2019s budget. It also found that core or CRM integration limitations are the most common barrier to measuring marketing ROI.<\/p>\n

That is not just a reporting issue. It affects how budgets are set, how channels are evaluated, and how Marketing is perceived inside the organization.<\/p>\n<\/div>\n

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Why financial marketing ROI is hard to prove<\/a><\/p>\n <\/div>\n<\/div>\n\n\n

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What the quiz helps you evaluate<\/h2>\n

The quiz is designed for senior marketing, growth, digital, and acquisition leaders at U.S. banks and credit unions who want a quick way to pressure-test how their current approach compares with broader industry patterns.<\/p>\n

It focuses on five core areas:<\/p>\n