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BDI

Marketing & growth

Marketing Agencies

Outside firms that plan and produce bank communications, campaigns, media, research, and creative work.

Buying context

Why it matters

An agency may speak in the bank's name and handle customer or prospect information. Clear approval, accessibility, substantiation, compliance review, and ownership prevent campaigns from outrunning the bank's obligations.

Due diligence

Questions to ask

  1. Which claims, disclosures, rates, offers, audiences, and channels require bank approval before release?
  2. How are accessibility, fair-lending, privacy, and record-retention needs built into production?
  3. Who owns source files, audience data, accounts, domains, creative rights, and campaign history?
  4. How are subcontractors, media markups, commissions, and platform rebates disclosed?

Alphabetical, not ranked

Company listings

The directory does not yet list vendors in this category. Companies can review the listing terms and contact Bank Data Insights to be considered.

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