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Banker’s Dashboard

Banker’s Dashboard Case Study


After four years building a great community bank management tool and a core list of customers, Banker’s Dashboard knew that an investment in marketing and messaging was required to take its business to the next level. The company runs a very efficient operation, so hiring and managing a full-time resource was not desirable.

Solution Highlights

A CriticalStart plan was executed to address their branding and messaging issues. And, as the outsourced marketing team for Banker’s Dashboard, we continue to develop strategies that take full advantage of their greatest assets: a unique product, a highly loyal customer base, and a well-respected CEO who is a thought leader in the market.

  • CriticalStart – created differentiating message and positioning, rebranding, new website
  • Outsourced VP Marketing and Marketing Execution – continue to lead marketing strategy, management and execution
  • Thinkbank monthly newsletter – concept, naming, development, monthly production
  • Lead generation programs – webinar series, conference programs, email and direct mail activities
  • Sales and marketing tools – videos, print collateral, customer success stories
  • PR and media outreach – bylined articles, speaking engagements, media pitching
  • Customer programs – customer conference, referral programs


  • Customer growth of 400% over four years
  • Newsletter subscriber list Increased to more than 15,000 email contacts
  • Significant editorial coverage in leading banking publications
Newsletter Video Brochure
Thinkbank Newsletter




One of our biggest marketing successes is our monthly newsletter, Thinkbank. Critical3 helped us harness the content and ideas we had internally into a newsletter that has created real market buzz in our industry. From its initial design to ongoing monthly execution, Critical3 plays a vital role and has helped us grow our subscriber base to over 13,000 contacts.”

Banker's Dashboard Chris Bledsoe
Banker’s Dashboard

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