For Technology Organizations

Financial services is undergoing an unprecedented transformation.

The customer is in charge and expects real-time and personalized financial services whether they are banking on their mobile phone, online or at the branch. Financial institutions must also keep up with consumer preferences and regulatory requirements, yet struggle with legacy technology limitations and an incomplete view of customers. Technology organizations have a tremendous opportunity to serve as a trusted advisor to financial institution decision-makers who are evaluating new strategies and solutions to enable the next generation of banking in the areas of:

  • Big data and customer analytics,
  • Core banking,
  • Cybersecurity and fraud prevention,
  • Financial advisory services,
  • Marketing, sales and service,
  • Mobile payments and commerce,
  • Self-service and more.

Dana Dolan Marketing (DDM) can serve as an extension of your team to help with Voice-of-the-Customer Research,   Marketing Strategy & Planning, and Thought Leadership Campaigns.

Market Research

Voice-of-the-Customer Research, including:

  • Client and prospect interviews
  • Focus group design & facilitation
  • Customer advisory board facilitation
  • Competitive intelligence and analysis

Marketing Strategy


Marketing Campaigns

  • Thought leadership campaigns 
  • Content marketing and lead generation
  • Digital marketing strategy
  • New product launches
  • Event marketing 
  • Custom event development and facilitation