FINANCIAL MARKETING INSIGHTS
Competitive analysis: the secret weapon to supercharging your financial brand
An annual brand audit helps ensure a consistent voice across a financial institution’s entire footprint—whether there are a few branches or a few hundred. But that’s not enough; marketing leaders who also audit competitors ensure their brand stays unique and relevant.
Don't be that person: 11 courtesies every team member should master
In today’s world of WFH, hybrid work, casual or “dress for your day” attire and many online meetings, personal interactions have gotten pretty relaxed. Many subtle acts of courtesy or appreciation seem to have been lost.
Employees need financial and well-being support more than your customers do
Two of the biggest areas where financial institutions should be supporting their employees are with education and help for their own financial and emotional well-being. The two are intertwined.
Cause-related banking: a millennial perspective
It’s commonly known that younger generations are watching for ethical behavior from their employers and the companies they do business with. So it’s not surprising when we hear about a new neobank or community bank with some sort of socially-conscious brand.
A role for banks: helping millennials teach their kids about money
You’ve heard it many times: millennials want financial education. What’s not talked about nearly as often: how to help millennials provide valuable financial education to their own children.
For many millennials, teaching their children about finance is important to help prevent passing on any financial trauma they experienced because they weren’t taught.
