The Essential Branded Merch Checklist

for Banks & Credit Unions

The must-have branded items every financial institution needs for consistency, trust, and community presence.

Most banks already buy branded merch. The problem is that without a plan, it becomes inconsistent, underused, and disconnected from marketing goals.

This free checklist outlines the foundational branded items every bank or credit union should have, organized by purpose so merch supports branches, lending, events, and relationships — not just giveaways.

If you want your branded merch to feel intentional instead of random, this checklist will help you start building a smarter system.

Download the Free Merch Checklist