Marketing Plan and Program Policy - $275.00

Summary

The purpose of this Marketing Plan and Program Policy Template is to address policies, procedures and processes of a bank, credit union, or other type of financial institution related to marketing and advertising directives and functions, including those related to social media.

Table of Contents

Purpose and Contents - Topic 1
Policy Statement - Topic 2
Structure of Accountability - Topic 3
Compliance with Laws and Regulations - Topic 4
General
FDIC Reference
Use of Copyright Material
Community Reinvestment Act Policy Reference
Fair Credit Reporting Act Policy Reference
Fair Housing Act Policy Reference
Fair Lending Policy Reference
Regulation B Policy Reference
Regulation D Policy Reference
Regulation Z Policy Reference
Regulation AA and UDAAP Policy Reference
Regulation DD Policy Reference
Do Not Call Policy - Topic 5
CAN-SPAM Policy - Topic 6
Social Media and Networking Policy - Topic 7
Audit Policy - Topic 8
Staff Training - Topic 9
Retention of Documentation - Topic 10

Includes the following form templates:

Marketing Campaign Request Form (1 page)
Social Media and Networking Acknowledgement (3 pages)

This Marketing Plan and Program Policy Template (approximately 45 pages) is available to purchase from BankPolicies.com in Microsoft® Word format for $275.00.

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