What to include in your digital banking marketing toolkit

Know how to communicate, coordinate, and launch confidently
A new platform can only go as far as your users are ready to follow. Launching a digital banking platform is a major milestone, but without the right communication strategy, even the best technology rollout can miss the mark. To ensure a smooth transition, your financial institution needs more than a go-live date. You need a plan to prepare employees, inform account holders, and inspire confidence on day one. This is your opportunity to bridge the gap between change and clarity.

The Marketing Toolkit Best Practices guide gives you the structure and insight to do exactly that. It outlines what to communicate, when to say it, and how to equip every audience so your launch isn’t just successful, it’s embraced.

Why these best practices matter

Because even the best platform launch can fall flat without the right messaging. This guide helps you create a thoughtful, well-timed communication plan that sets your entire institution up for success. Whether you’re preparing your employees, informing your account holders, or aligning internal teams, these best practices ensure your messaging is clear, consistent, and effective at every step.

• Know what content to create and when to use it
• Build user trust and drive adoption from day one
• Avoid last-minute scrambles with proven marketing best practices
• Keep messaging consistent, compliant, and on brand

What’s inside the guide

Marketing plan guidance
Get a clear breakdown of the content you’ll need to create to support both internal teams and end users before, during, and after launch.

Internal enablement recommendations
From frontline FAQs to digital feature glossaries and training decks, learn what to create so your teams can confidently guide users through the transition.

User-facing communication
Discover the most effective tools like in-branch fliers, email campaigns, landing pages, and app store updates to build so you can build trust and drive adoption with account holders.

Strategic messaging tips
Learn best practices for timing and tactics for your marketing communications.

Who this guide is for

These best practices were created for anyone responsible for leading or supporting the communication strategy around your digital banking platform launch:

• Marketing leaders planning messaging across channels
• Training and enablement teams supporting internal staff education
• Implementation project leads coordinating go-live readiness

A digital banking launch affects everyone, from frontline staff to your most digitally active account holders. This guide helps you turn your marketing plan into a launch asset, not an afterthought.

Don’t let great tech get lost in translation

You’ve built something transformative. Now make sure it lands with your users and that your teams are ready to launch. The Marketing Toolkit Best Practices guide helps you know how to communicate the right message, at the right time, to the right audience.