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Mining for CX gold: how financial institutions must engage employees

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Employees are an untapped trove of information at most banks and credit unions. They will tell you a lot more than you think and often are eager to do so.

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Attracting and Retaining Millennial Talent to Your Financial Brand: 3 Essentials

Martha Bartlett Piland shares insights from millennials about what they want from financial institutions3-minute video
Low interest rates continue to squeeze margins. Competition is fierce. So if you don’t have the right team in place, how will your institution grow? Hiring is harder than ever. Make sure your brand is attractive to those who will engender love and loyalty.

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How Financial Institutions Can Clean Up Sloppy Brand Habits

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Customers are more connected to you digitally than ever before. They’re also coming to your lobbies and drive-throughs and seeing your bankers out in the community at events, restaurants and businesses, at least when Covid permits. In short, your brand is visible nearly everywhere, all the time.

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The Millennial Wealth Management Key: Relationships

multiple colors of ropes tied together in a firm know to represent relationships

Forbes predicts that by 2030, millennials will hold five times the wealth they have today and be the richest generation in history. Those are staggering statistics that represent a potentially huge and not-to-be-missed opportunity for banks with wealth management and trust departments.

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Financial branders: what millennials want may surprise you

Martha Bartlett Piland shares insights from millennials about what they want from financial institutions7-minute video
What do millennials want from their banks, credit unions and financial advisors? Yes, the want digital. But they want personal relationships, too.

Here's our 7-minute video with insights from the Banktastic National Millennial Advisory Board on what they expect from their financial relationships and how you can build a more relevant brand.

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