FINANCIAL MARKETING INSIGHTS
7 Rules branders should use EVERY day
There are seven rules savvy branders apply to their daily work. Why? It keeps them focused, balanced and highly functioning. Some call 7 the number of perfection.
Why your bank needs a campfire, not a water cooler
Companies everywhere have a proverbial water cooler. It’s the place to chat about sports or a new Dilbert-esque project handed down from above. Yawn. The special ones—high growth institutions who rely on innovative employees—build a roaring campfire.
Millennial Financial Wellness in 2025: What the Numbers—and Voices—Reveal
If you ask a millennial how they feel about their financial wellness, you’re likely to get a nuanced answer—one that blends hope, anxiety and a healthy dose of realism. The May 2025 survey of Banktastic’s National Millennial Advisory Board offers a look at how millennials rate their own financial wellness, what keeps them up at night and what they wish financial brands would do differently.
The echoing silence of my bank breakup
WOW. They should have seen it coming because I closed three accounts over a period of about three months. Apparently, they didn’t see it—or maybe they just didn’t care, even after 20 years of my business.
In these days when financial institutions are looking everywhere for deposits, fee income and other revenue streams, I’m shocked to have slipped away from this bank without someone noticing.
Fresh insights for lenders on millennial homeownership goals
What drives millenial choices of where to live and how they approach sharing living spaces? And how can banks and credit unions better serve them?
A recent survey with the Banktastic National Millennial Advisory Board reveals new insights on how this generation is navigating homeownership decisions—and how lenders must look at things differently.
