Promotional Finance Gifts for Accountants, Bankers & Bank Promos

Welcome New Customers with these Promotional Finance Gifts and Bank Giveaway Ideas

Whether you want to thank new customers for opening a bank account or you’re looking to get your name out to the masses, financial promotional items are the perfect way to get eyes on your brand. Popular bank swag items—like branded pens and custom checkbook covers—are useful everyday items that can be used for months (or years) to come. You can even encourage kids to start saving with a personalized piggy bank for their spare change.

Popular Bank Promotions for New Account Holders

Show new customers that you appreciate their business with a custom bank welcome gift for opening an account. Pocket planners, custom grocery totes, and personalized sticky notes are timely and practical bank giveaways that add a personal touch to your business. Consider these popular bank promotion ideas:

Promotional Bank Giveaways for Long-Time Customers

Long-term clients are a valuable asset to your business. Show your appreciation to their loyalty with custom swag, finance gifts, and personalized bank marketing products. These promotional giveaways for banks are perfect business gifts for high-value customers:

Branded Office Items for Credit Unions

Credit unions thrive on community engagement and member loyalty. Promotional products that emphasize these values can be highly effective. Consider items like branded document holders for member paperwork, durable desk accessories for staff, and high-quality journals for member meetings. Additionally, branded tote bags and reusable shopping bags can help keep your brand visible in the community that you serve.

Custom Supplies for Annual Meetings

Annual meetings are a prime opportunity to strengthen your image among stakeholders and leave a positive lasting impression. Executive gifts such as branded power banks, professional notebooks, and MagSafe phone chargers can be distributed to attendees. High-quality drinkware like Hydro Flask or other brand name options can be used during the event and taken home as a reminder of your company. Custom signage and branded lanyards can help your professional event run smoothly.

Personalized Products for Insurance Companies

Insurance companies benefit from products that enhance office efficiency and client interactions. Desk organizers, webcam covers for virtual meetings, and branded laptop bags can improve daily operations. Offering personalized umbrellas and custom stress balls can also serve as thoughtful gifts for clients and employees.

Logo Items for Mortgage Lenders

Mortgage lenders can use promotional products to build trust and professionalism. Durable folders for client paperwork, pens with anti-fraud ink, and branded bottles of water can be used in client meetings. Customized house shaped keychains and magnets can also be beneficial.

“The Power Broker Padfolio was exactly what I needed. The description was spot on! I'll be ordering more soon.” – Rob Power Broker Padfolio

Imprinted Items for Financial Literacy Workshops

Promotional products for financial literacy workshops should focus on practicality and educational value. Branded notebooks and Moleskin journals for notetaking, economy pens for participants, as well as power banks and charging cables to keep devices at the ready during sessions are great options. Custom finance themed bookmarks and branded calculators can enhance the learning experience.

Branded Golf Accessories for Financial Institution Golf Tournament Sponsorships

Golf tournaments are excellent for networking and community brand visibility. Branded golf accessories as well as event day godsends like sunglasses, water bottles, hats or vizors, sunscreen, snacks and insect repellent are sure to be appreciated. Participant swag bags featuring branded golf towels and custom golf balls can elevate the event. Don’t forget higher end prizes and awards for the winners!

Eye-Catching Customized Giveaways & Throws for Parades, Races & Community Events

For parades and races, promotional products should be lightweight and easy to pack up as well as distribute. Branded drinkware, novelty pens, and fun trinkets can be distributed to participants and spectators. Custom t-shirts and branded wristbands make your brand stand out.

“We reordered the springtime pens and pig light up keychains. They go great with our branding, and every event we are out in the community, people always ask for the piggy keychains. Big hit!” – Kelsey Pig Lite Keychain

Professional Signage for Bank Lobbies

Bank lobbies are the face of your institution. High-quality signage, branded desk accessories, and durable document holders can enhance the professional look of your lobby while effectively controlling your flow of foot traffic and educating guests on the products and services that you offer. Logo printed mugs and coasters are a polished touch for grown-ups, while coloring books and crayons are a thoughtful addition for the parents among your customers. Custom logo printed bank pens are an absolute must. Choose from styles with anti-fraud ink or inexpensive choices that you won’t mind going home with every customer.

Executive Gifts for Investment Firms

Investment firms benefit from products that exude professionalism and reliability. Personalized tech gifts like wireless phone chargers, high end Bluetooth earbuds and luxury mini speakers make perfect client appreciation gifts. Branded wallets and money clips or custom business card holders can enhance your professional image.

Premium Corporate Gifts for Wealth Management Firms

Wealth management firms should focus on products that reflect their high standards and client-centric approach. Custom planners and branded executive pens can enhance your professional image. Holding on to VIP clients is a must for a thriving business. Let them know they are valued with these high-end corporate gift ideas:

Educational Items for Kids' Financial Literacy Programs

Bank-sponsored financial educational programs for kids are a fantastic way to promote financial literacy from a young age. Engaging and educational promotional products can make learning about finances fun and memorable. Consider items like branded notepads for notetaking, custom bookmarks to encourage reading, and logo printed calculators for practical exercises. Additionally, branded coloring books with financial themes, custom piggy banks to teach savings, and branded educational pamphlets can enhance the learning experience. Branded drawstring bags and custom water bottles can also be great giveaways to keep kids excited and engaged.

“The piggy banks were even better than I anticipated and have been a HUGE hit with our customers!” - Brittany Smart Piggy Saver

“The students in my summer program were excited about the calculators, and the bright green color will help them find it when they need it. Each calculator was individually gift-boxed which added to the appeal to students. Worked right out of the box.” – Seline Best Value Calculator

Essential Marketing Items for CPAs, Accounting Firms & Tax Prep Services

CPAs, accounting firms, and tax preparation companies require promotional products that enhance their professional image and streamline their operations. Consider items like branded calendars and planners for organizing schedules and meeting deadlines, custom sticky notes for quick reminders, and branded desk clocks to keep track of time during busy tax seasons. Custom file folders and branded binders can help keep client documents organized. Additionally, branded stress relievers, custom desk lamps, and branded phone stands can be practical tools for daily tasks. Offering branded coffee mugs and tumblers can also serve as thoughtful gifts for clients and employees, ensuring your brand stays top-of-mind.

“As a CPA firm, we struggle to find low-cost giveaway items that tie back into our business in some way. These are great for us, and our clients love them.” – Jen Easy Rfid Blocker Card Sleeve

Promotional products for the financial industry can help market your brand, drive business through your doors and show your thanks for loyal customers. Plus, when you order your bank promotional items through Crestline, you’ll save money with bulk wholesale pricing.

Customer Reviews of our Promotional Items for Banks

“2 pocket fold glossy folder. It is beautiful, I get compliments on the embossed design and how the folder feels to the touch!” – Mary Classic Color Gloss Pocket Folder

“The vinyl is a nice weight the zippers seem to operate smoothly. The printing is good quality. Pleased overall.” – Yolanda Vinyl Bank Deposit Bag and Organizer

“Great Service and Better Products. When searching for pig jar grippers, you'll find some pretty tacky stuff out there and they're all the same ugly pig EXCEPT for you guys. The piggy bank jar gripper was so much cuter than the others. Well done.” – Jackie Piggy Jar Opener

“These banks are adorable and will be fun to hand out at community events.” – Lynn Wallace Big Piggy Saver