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Our Expertise

Financial Institutions

Our FI partners empower the communities they serve. Together, we champion life's biggest moments.

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A Matter of Interest

In the financial industry, achieving lending and deposit growth amidst intense competition is a significant challenge.

Today's market demands strategies that resonate with a more discerning audience. Epicosity deciphers complex data and tailors precise, personalized plans for FIs all over the country.

Rather than a blanket approach, we analyze intelligent market data and craft strategic, customized content aimed at distinct markets. Our approach positions your institution, fosters audience connection through data-driven personalization and develops genuine interactions via insights, strategy, media, video and web development.

We understand what you do and who you’re trying to reach. We speak your language— and theirs—by living at the intersection of storytelling and science. It’s here that we build your brand to grow your business in the fearless pursuit of making you stand out from the crowd.

You can take that to the bank.

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Epic whitepaper

Discover our free brand archetype whitepaper

Unlock what brands like Apple, Nike, Harley-Davidson, and Geico already know - and unlock the power of brand archetyping. Banks and credit unions of all sizes can put it to work elevating and amplifying their unique story - even in today's highly commoditized FI market. 

How We Do It

Financial Marketing Solution Framework

At Epicosity, we understand the complicated nature of driving growth and building brands. That's why we've worked hard to develop specific solutions for institutions with goals like yours.


  1. Strategic Communication & Collaboration

    We go beyond project management to act as strategic advisors—offering insights and recommendations that position your financial institution for sustained success.

  2. Foundational Insights & Brand Strategy

    We ensure your brand strategy is informed by insights that have the most impact, and will result in emotional connections with customers and members.

  3. Member/Customer Acquisition & Retention Strategy

    We develop strategies that align both your acquisition and retention goals, while developing brand relationships and advocacy.

  4. Creative & Content Development

    Our creative and content approach combines insights, strategy, and storytelling to drive memorable and meaningful engagement with your brand.

  5. Activation

    Our media activation connects with people at pivotal moments in their
    financial journey, so that every interaction is relevant and resonant.

Who We've Worked With

  • dacotahbank

     

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  • CoastHills-Bw

     

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  • Levo-Bw2

     

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  • Daktoaland-Bw2

     

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  • BOSP-Bw

     

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  • Area Logo-150 px-B&W

     

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  • EFFCU-Bw

     

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  • Elevate-Logo

     

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  • IndependentBank

     

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  • Netspend-Bw

     

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  • CenturyBank-Logo

     

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  • IFCU-Logof

     

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  • Aladdin-Bw

     

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  • Southland Logo-300 px-B&W

     

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  • Levo-Bw2

     

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  • Daktoaland-Bw2

     

  • Epc-icon
  • Area Logo-150 px-B&W

     

  • Epc-icon
  • BOSP-Bw2

     

  • Epc-icon
  • IFCU-Logof

     

  • Epc-icon
  • Elevate-Logo

     

  • Epc-icon
  • IndependentBank

     

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  • Southland Logo-300 px-B&W

     

  • Epc-icon
  • We champion credit unions.

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  • We champion banks.

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  • We champion financial institutions.

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Certifications & Memberships
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  • americas-credit-union-logo

     

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  • The_Trade_Desk-Bw

     

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  • ABA logo

     

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  • Hubspot-Gold-Partner-Badge

     

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Capitalize on the opportunity.

Our brand ambassador Nikki Doherty will help show you the path to get there. It's a journey, and we'll be by your side – every step of the way.