Latest Research to Quantify Marketing ROI for US Banks and Credit Unions

Vancouver, BC – March 21, 2026 – A new research report is set to provide U.S. Banks and credit unions with critical benchmarks for evaluating the effectiveness of their marketing channels. Commissioned by Fintel Connect and conducted by Cornerstone Advisors, the report aims to address a significant challenge faced by financial marketers: justifying marketing investments across a growing number of channels without a consistent way to compare performance.

The Need for Clear Benchmarks

Financial institutions allocate substantial budgets to a range of digital and offline marketing channels. However, many lack the reliable data needed to determine which channels deliver the strongest return on investment (ROI) relative to their peers. This new research is designed to support marketers better quantify and compare channel performance, supporting more informed budget and strategy decisions.

Key Insights the Report Will Offer

Banking leaders who access the report, scheduled for release in April 2026, will gain insights into:

• Which channels consistently drive acquisition, cross-sell, and brand growth.
• How to benchmark their marketing strategy against peer institutions for efficient and measurable results.
• How to create annual marketing plans that are defensible to boards and stakeholders.

Industry Perspectives

“Marketing leaders are being asked to defend investment across a growing number of channels, often without a consistent way to compare performance,” said Nicky Senyard, CEO at Fintel Connect. “We partnered with Cornerstone Advisors to bring an independent and rigorous perspective to this challenge, and to provide banks and credit unions with a clearer framework for evaluating channel effectiveness.”

Ron Shevlin, Chief Research Officer at Cornerstone Advisors, added, “As marketing channel options proliferate, the challenge isn’t a lack of activity. It’s a lack of clarity. This research is intended to help financial institutions answer the practical questions they’re already asking: which channels tend to perform best, and how to reckon about selecting the right mix for their business model and growth goals.”

Report Availability

Financial institutions and industry stakeholders can sign up now to receive updates and access details when the report is published in April. Media and analysts interested in an advance briefing or launch materials should contact press@fintelconnect.com.

About Fintel Connect

Fintel Connect is a leading performance marketing platform and agency specializing in the financial services sector in North America. The company serves over 100 financial brands, including Scotiabank, RBC, and Live Oak Bank, through its network of over 6,000 affiliates and influencers, offering automated compliance monitoring, advanced tracking, and partner management.

About Cornerstone Advisors

For over 20 years, Cornerstone Advisors has provided data-driven solutions and strategic insights to banks, credit unions, and fintechs. Their services include technology systems selection, contract negotiations, performance improvement, vendor management, strategic planning, and merger and acquisition services.