Marketing and activation
Updated October 28, 2026
As part of our phased approach, we guide your institution through Marketing Collaboration and Activation and Growth to ensure a successful launch and continued engagement with NBID's solutions.
Marketing collaboration
We collaborate with your team to develop a tailored marketing strategy including:
| Focus | Description |
|---|---|
| Target Identification | Defining initial client segments and prospects for product focus. |
| Product Positioning and Pricing | Crafting positioning and pricing to ensure a strategic launch. |
| Marketing Playbook | Providing customized marketing materials and strategies to educate your clients on the benefits of the Insured Sweep Account. |
Activation and growth
Following the marketing phase, we transition to activating the product and driving growth:
| Focus | Description |
|---|---|
| Initial Focus | Launch with a targeted client segment to ensure early success. |
| Results Tracking | We help measure key performance metrics, refining strategies as needed. |
| Scaling | After initial success, we assist with broader adoption to sustain growth. |
Throughout both phases, NBID's team remains available to guide strategy, provide resources, and ensure long-term success. Please refer to our Client Materials for further support, including sales and marketing collateral.
Need a hand? Reach out to your NBID Regional Director or email support@nbid.com.