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The Key to Banking Growth: A Three-Part Guide to Optimizing Your Website for More Conversions

Customer Engagement, Websites & Accessibility

The Key to Banking Growth: A Three-Part Guide to Optimizing Your Website for More Conversions

Eric Cook by Eric Cook

Chief Digital Strategist

Contact author Full biography

Full biography

Eric considers himself a “recovering banker” of 15 years, who for the past eleven years has focused his efforts as a digital strategist, helping his clients (mostly community banks) better understand and leverage the power of the Internet as a strategic business tool. An award-winning web designer with WSI, the world’s largest digital agency network, Eric is a two-time contributing author to the best-selling book Digital Minds – 12 Things Every Business Needs to Know About Digital Marketing. Consistently rated in the top five digital marketing books on Amazon, the book is in its second edition and available in three languages.

A sought-after, nationally-recognized speaker in the financial services industry, Eric is a member of the National Speakers Association and loves sharing his knowledge to help educate and inspire others. He is the co-creator of a weekly webinar show called Free Webinar Wednesdays, founder of the Banker Education Series webinar series, and serves as a faculty member at several banking schools around the country where he teaches bankers about digital strategy, online marketing and social media. He is a WSI Certified LinkedIn Professional and holds undergraduate degrees in business administration and psychology. While working full-time as a community banker, Eric earned his MBA and completed the three-year Graduate School of Banking program in Madison, WI in 2003.

Professionally, Eric helps his clients in all areas of digital marketing, which includes mobile-responsive web development, search engine marketing and optimization, social media strategies, e-mail communication, and “big-picture” digital strategic planning. He’s the co-founder of DigitalRCP.com, a service created to help businesses understand their risk when it comes to operating in today’s digital world. When he’s not helping his clients succeed online, he can typically be found on one of his many bicycles training for his next mountain bike/triathlon race or spending time with his wife and two (very spoiled) golden retrievers.

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Summary:

For all too many community banks, a website is simply a digital brochure—but it should be much more than that. A well-optimized and conversion-focused website acts as a lead-generation engine, guiding visitors through key actions that support the bank’s strategic growth goals.

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Why Website Conversions Matter for Community Banks

Whether you’re looking to expand your commercial lending portfolio, increase mortgage applications, or drive deposit growth, your website plays a crucial role in turning visitors into customers.

In this three-part series, I’ll explore the most important website conversion goals banks should focus on and how to align their digital strategies for better results. Each installment will focus on providing valuable insights into effective conversion strategies for community banks.

What to Expect in This Series

While there can be a number of key conversion goals for a bank website, we’ll be breaking down three major areas where banks often focus their marketing and lead generation efforts:

  1. Commercial Banking Conversions – How to attract and convert business clients looking for lending, treasury management, and other business-focused financial solutions.
  2. Mortgage & Home Loan Conversions – Optimizing for mortgage pre-approvals, loan applications, and first-time homebuyer engagement.
  3. Deposit Growth & Retail Banking Conversions – Strategies to increase checking, savings, CDs, and money market account signups through your website.

Each post will outline the key conversion goals for that banking segment and provide actionable strategies to improve your results.

Setting Yourself Up for Success

As we dive into the topic of conversion and how to ensure that your bank’s website is helping to produce results, it’s good to start thinking about your individual goals and strategic objectives (both in the three areas listed above and any other areas where you need to move the needle). 

As part of the assessment process, these objectives should be used when setting up your tracking metrics inside of platforms like Google Analytics so that you can see what is (and is not) working. By focusing on capturing the results that matter, you’ll be in a much better place down the road to use your findings strategically and improve your conversion efforts.

Part 1 Coming Soon: Driving More Commercial Banking Leads Online

The first installment in this series will focus on Commercial Banking Conversion Goals—how banks can attract business owners and decision-makers looking for loans, cash management, and financial expertise.

Stay Tuned for More!

If your bank is looking to improve website conversions and you’re not sure where to start, we’d love to help. At WSI Digital, we specialize in helping community banks build high-converting websites that drive leads and business growth. Let’s talk about how we can optimize your website for better conversions. Contact us today!

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