The Business Deposit Playbook · Free webinar
0%of banks and credit unions plan to grow small business services. Here's how to win those deposits first in 2027.
Five digital plays for winning operating accounts, in 40 minutes. Plus a free Opportunity Map of your market.
Source: Jack Henry, 2025 Strategy Insights
Save your seat
Thu, Nov 12 · 2:00 PM ET / 1:00 PM CT
Why Business Deposits
Not commercial lending. Small business operating accounts.
This isn't about relationship-driven commercial banking. It's digital demand generation for the 2 to 50 employee businesses in your footprint, and the operating deposits that come with them.
80%
Everyone is heading here
About 80% of banks and credit unions plan to expand small business services in the next two years, up from 65% in 2023. Very little practical digital-marketing guidance exists for it.
Source: Jack Henry, 2025 Strategy Insights
Stickier
Deposits that stay put
Operating accounts that run payroll, ACH and receivables carry larger balances and tend to stay. Rate-driven balances leave when the rate does.
Opened ≠ activated
The same funnel problem
Winning the application is only half of it. We cover the whole path, from first search to a funded, active operating account and a fast handoff to a banker.
The Agenda
5 digital plays to win business deposits in 2027
A how-to blueprint, not a pitch for digital. Every play ends with one thing your team can do on Monday.
Play 1
Aim before you spend
Build a Business Deposit Map from FDIC deposits by town, Census firm counts by industry and your branch footprint. Run scenarios, then pick 3 to 5 priority towns and 3 to 4 industries.
Do this Monday
Pull deposits for your county and rank the towns.
Play 2
Mine your own base
Find the business owners already banking with you as consumers, using signals like payment-processor deposits and frequent ACH. Reach them through online banking, email and statements.
Do this Monday
Ask your data team for a “likely business owner” count.
Play 3
Own the high-intent moment
Show up when owners search “business checking near me.” Search ads, a business-specific Google Business Profile, a landing page per priority town and embedded scheduling.
Do this Monday
Search “business checking [your town]” and audit what comes up.
Play 4
Reach owners before they’re shopping
LinkedIn and Meta audiences of owners, founders and controllers in your priority towns, led with a useful offer and retargeted with a “talk to a local banker” message.
Do this Monday
Build your seed audience.
Play 5
Turn partners into a lead engine
CPAs, bookkeepers, attorneys and insurance agents already advise the businesses you want. Give them a co-branded referral page, a one-page offer and a reason to stay in touch.
Do this Monday
Name your first 10 partners.
Then we close the loop
Speed to lead, tracking to activated accounts (not just form fills), treasury cross-sell in the first 60 days, pre-approved compliance templates, and a 30/60/90-day plan you can take back to your team.
Free for Attendees
Your Business Deposit Opportunity Map
Tell us your institution and county when you register. We'll build a map of your market before we ever talk, so a follow-up call starts with “here's your market,” not a pitch. You keep the map either way.
What's on your map
- The business deposit pool in each town in your footprint (FDIC Summary of Deposits)
- Business counts by industry, so you know where to aim (U.S. Census)
- What winning 100, 300 or 500 new operating accounts would mean for you
- Our recommendation for which two plays to launch first
Market estimates are shown as ranges. FDIC data covers bank deposits by branch location; credit unions can use it to see the bank deposits in their market.
The Takeaway Kit
Everything we show, yours to use
Sent to every registrant after the session. Nothing gated.
- Business Deposit Map template
- Hidden business-owner signal checklist
- Search keyword + ad copy starter list
- LinkedIn and Meta audience recipes
- Referral partner one-pager
- 90-day launch plan
Who Should Attend
Built for banks and credit unions alike
Marketing leaders
Directors and VPs of Marketing
Business banking leaders
Heads of business banking, commercial services and lending
Executives
CEOs and CFOs who own deposit growth
Your Host
Presented by Margle Media
Cheyn Crangle
CEO & Founder, Margle Media
Margle Media is a Milwaukee-based performance marketing agency. We run paid search, paid social, programmatic, CTV and in-house creative for banks, credit unions and national brands.
Register
Save your seat
Thursday, November 12, 2026 at 2:00 PM ET (1:00 PM CT). 40 minutes, live on Zoom. Your join link and calendar invite arrive by email.
- The 5 plays, each with a “do this Monday” step
- The full takeaway kit, nothing gated
- A free Business Deposit Opportunity Map
- The replay, if you can’t make it live
FAQ
Questions, answered
Yes. The webinar, the takeaway kit and the Opportunity Map are free. We share the method openly because the institutions that act on it tend to want help executing.