Regional Bank in Texas Reinvents Marketing with HubSpot

CHALLENGE Capturing Customer Data to Empower Campaigns

Third Coast Bank sought to bring their customer's story full circle using HubSpot. By creating a personalized experience for their customers and prospects, Third Coast Bank was able to transform marketing and the customer experience to drive new and expanded accounts.

Texas-Based Bank Puts Relationships First

Third Coast Bank SSB was established in March of 2008 by a group of local organizers seeking to create a relationship oriented bank committed to personal service and community contribution. We distinguish ourselves by anticipating and exceeding the expectations of our customers, building sustainable partnerships, maintaining the highest standards of ethical business conduct, being aware of and responsive to the needs of our community, and always being mindful of the fact that customers have a choice.

OVERVIEW Improving Local Presence & Personalization

Third Coast Bank was focused on three objectives to grow the business. 

  • Drive new accounts and deposits from customers
  • Raise deposits from their retail business
  • Expand accounts through better data and re-targeting

The strategy for producing the results was focused on leveraging HubSpot to gain deeper insights into customers alongside targeted advertising and search engine marketing strategies, as outlined below. 

SOLUTIONS HubSpot, SEO, and Digital Ads Pave the Way

At a local level, prospects went to search to get help opening an account and learn how to save and deposit wisely, Third Coast Bank helped with that journey through:

  • Local Traffic – Combining schema markup and local search ads helped people connect with the brand locally. 
  • Growing Accounts – A seamless experience for account creation and deposits to improve online management and safe money decisions.
  • Increasing Deposits – A re-targeting strategy that leveraged customer data insights and landing page optimization to grow deposits effectively. 

RESULTS Growth in Local Presence

Through the partnership, Third Coast Bank was able to grow digital channels and optimize conversation pages for performance. 

  • Visits to homepage from organic traffic – 79% annual increase in visits
  • Online banking search visits – 430% annual increase in visits for those seeking 'online banking'
  • Optimizing landing pages – 131% annual increase in organic visits to the location page
79 %
430 %
131 %

“When you first get into digital marketing, most people do not realize the work that goes on behind the scenes. We started from the basics and built our buyers' personas and their journeys. Then we created a plan to market on our digital and social platforms. Not only did they help us market some of our campaigns, but they helped with our Google Search Engine, SEO, Google My Business, Google Ads, and all the social platforms, ie. Facebook, Twitter, LinkedIn, Instagram, blogs and YouTube. We went from not having anything to having full video commercials, FB ads, How To messaging and other communications. And our digital presence has tripled because of it. Everyone on the team had a specialty and they got to work on every avenue we needed. We are so pleased with the outcome and will continue to use them for ongoing projects/campaigns. Our bank is on the digital and social map today because of their work. Best decision we ever made."

Jenny Moss

Senior Vice President and Director of Marketing - THIRD COAST BANK
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