FINANCIAL MARKETING INSIGHTS
How Faulty Research Fails Financial Brands: 3 DOs and a DON'T
I was recently enticed to fill out an online survey about my shopping experience with a favorite retailer brand. At last! I could finally tell them about a customer experience issue that feels like a sharp pebble I can’t shake out of my shoe.
The Confidence Divide: Millennials’ Contrasting Views on Retirement Prospects
Discussions about saving and investing for retirement are often emotionally charged for millennials. And whether the emotions are high or low, there seems to be little middle ground in a recent survey of the Banktastic National Millennial Advisory Board.
Financial Brand Fire Drills: The importance of practicing in case of crisis
Media crises can come in many forms, from a mistake made by the institution or its employees, a natural disaster, geopolitical unrest, cyber attack or an industry crisis like the 2023 bank failures. They are always unexpected and they always demand a swift response.
Successful bank leadership programs: Five critical elements of success
The idea of company executive leadership programs to develop employees is not new. IBM pioneered employee training in 1916 and grew it to what many consider legendary status. And for years, this focus on employee development has spread and crossed industries far beyond the halls of that company.
Mind your (banker's) manners with customers
Does your institution teach your employees good manners? Great customer service boils down to this. This isn't about being fancy or pretentious. It's about treating the other person in a way that makes them feel comfortable, welcome and valued. And for customers, this isn't a one-size-fits-all.
