Strategis

Based in Stoughton, Massachusetts, Strategis is a small marketing agency that concentrates exclusively on financial services, working with credit unions and community banks rather than serving a broad cross-industry client base. The agency positions itself as either a full-service marketing partner or an extension of a client's internal team, aiming to reduce the workload financial institutions carry when planning and executing marketing efforts. Its focus is on shaping consumer behavior around banking products, generating low-cost deposits and interest income, and reporting on measurable return on marketing investment. The agency's declared services span SEO, digital strategy, market research, mobile app development, media planning and buying, pay-per-click advertising, and web development. In practice, described work includes geo-targeted social media advertising on Facebook and Instagram tied to monthly or quarterly campaign themes, keyword-based Google Ads PPC campaigns aimed at ranking prominently for specific credit union products, and IP targeting of venues near branch locations to reach people in a buying mindset. Strategis also arranges traditional media buys, such as geo-targeted cable and streaming television commercials scheduled around specific programming. Its process is structured around strategizing, creating, optimizing, and reporting on a marketing plan that blends digital and traditional channels, with campaign performance tracked against loan and deposit outcomes and reported back as a calculated marketing ROI figure.