FINANCIAL MARKETING INSIGHTS
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.
Four Ways to Foster a Blazing Culture of Creativity in Your Organization
Imagine creating an environment in your organization where creativity blazes with the fervor of a Taylor Swift fan. Even with the help of AI tools like Bard and ChatGPT, it will probably never be completely effortless. But with practice and establishing the right work ethic, creativity can burn hot.
A Millennial Home Loan Horror Story
This is a tale of woe.
Of stress. Of wasted time. Of a frustrated home buyer whose lender let him down. A cautionary tale for lenders.
For the buyer, the home buying process is exciting. And hard. The lender’s job is to help the buyer through it in a responsible way. Buyers must understand the scope of their new financial obligation, and the bank/credit union must operate within the institution’s guidelines for safety and soundness.
Brainstorm Bootcamp: 3 steps to train your brain (and team) for more fruitful idea generation
12-minute video
"Let's brainstorm" is a phrase that makes many financial marketers—and their teams—cringe. But it doesn't have to.
Millennial financial woes can inspire better bank products and marketing
The financial challenges facing millennials are intense, and they need help. While millennials’ financial struggles are similar to those of previous generations, millennials also have unique needs that true marketing game-changers will notice and address. Fast.
