FINANCIAL MARKETING INSIGHTS
How you treat people in the worst of times is what they’ll remember in the best of times.
“Banker’s hours” are gone: customers expect to manage their finances when it’s convenient for them. AI is overhadowing all our conversations. And today’s race to conduct more financial transactions online is important for safety as well as convenience.
And yet, bankers must never lose sight of the need for a human touch.
Test kitchen for irresistible financial brand ideas
As branders, the temptation to embrace a new trend can be as irresistible as that second (or third) Girl Scout cookie. Or piece of candy. Or (insert your Kryptonite here). It’s always a good idea to stay attention-getting. It’s also vital to be a steward of the brand you’ve worked so hard to build.
Before your team succumbs to temptation, here’s a 1-2-3 checklist to help evaluate before you indulge.
3 Essentials of Truly Strategic Creative Work
it's fun to brainstorm with your team or your marketing agency to come up with new campaign ideas for your brand. When you get into the flow, many brilliant creative approaches may emerge. But how do you know if they're strategic, on target and results-oriented? Start with strategy as your foundation.
Watch our 5-minute video for more.
Observe and Innovate
Even in a highly regulated industry, there's opportunity for innovation. A daily focus on creating new solutions to forecasting—and addressing—customer needs is what will separate your brand from all the rest.
Our 5-minute video offers 3 ways to build the habits that spark innovation throughout your organization.
3 Steps to Stronger Bank Advisory Boards
Financial institutions that develop and use their advisory boards correctly generate love and loyalty for their brands. And that tranlates into revenue and profit. Whether you have a single advisory board or a board in each market, you can't afford the "we've always done it this way" approach.
Our 5-minute video offers 3 ways to build your advisory board muscle.
