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FINANCIAL MARKETING INSIGHTS

Look before you leap: don’t turn a blind eye to real customer needs

man jumping in the dark sunset I remember when I learned that tonic water has just as many calories as a soft drink. “What?! It’s water,” I said, feeling cheated. Just like calorie counts on menus and packaging, it’s better for bank and credit union marketers to know what they’re really diving into before ordering up a new initiative.

We recently talked with a banker whose institution has invested significant resources into enhancements of their customer digital and online experience.

Smarter new year's resolutions for financial marketers

The arrival of a new year is upon us. Have you started making actionable resolutions for your financial brand?

shiny star on an evergreen tree with words: let's celebrate together Don't let the new year slip away because you were too busy.

Here are 12 strategic resolutions for a more powerful brand. Nearly half of these Brand Best Practices involve your culture. With employee partnership and commitment to growing your organization, you'll thrive. Without them, the journey is ever so much harder.

How to win the banking business of millennial entrepreneurs

X Box gaming console controller with orchid and ice blue lighting The millennial business owner market is growing, and many feel their banks only partially fulfill their needs. Unfortunately, many bank marketers still fall back on promoting mobile banking, checking and loans and stop there. But millennials need more than the standard banking services.

Combat millennial financial stress and trauma

Alexandra Reilly, CFMP, and video title Millennial Financial Stress and Trauma 7-minute video
Financial stress is pervasive in the United States. Even more troubling, financial trauma is experienced by nearly 25% of Americans, even higher at 36% among Millennials. Guilt, shame and the lack of financial literacy and acumen perpetuate bad habits. Stigma keeps people silent and hobbles hope of establishing a healthy relationship with their money. What's the role of financial institutions, and how can they help?

How banks can help millennials into the financially independent future

X Box gaming console controller with orchid and ice blue lighting

There are countless personal finance movements that have evolved since the pandemic and many of them are picking up steam with millennials. One of these is FIWOOT, which stands for Financial Independence, Work On Own Terms. Banks and credit unions can be valuable partners by helping guide customers who seek the FIWOOT lifestyle.