FINANCIAL MARKETING INSIGHTS
20 Questions to ask when you need strategy instead of tactics
In the day-to-day rush, it’s easy to get dazzled by new, shiny ideas. Business leaders can find themselves asking, “Wouldn’t it be great to have a new video?” or plunging headlong into planning a special event with lots of glitz—without asking how success will be measured and if the effort will move the company toward its goals.
Customer success managers: Keys to millennial business owner loyalty
Millennials form the largest adult generation in North America, numbering 76 million people.
Thirty percent of them have a small business or a side hustle, and “entrepreneurship is the goal of 56 percent of them,” reports Forbes. This should be a wake-up call to bankers everywhere.
Being a Generic National Bank costs you more
Being a generic financial brand is costing you big. It’s costing you new customers right now, and it’s costing you future customers because what you’re saying about your brand is so milquetoast it doesn’t strike a chord with anyone. It doesn’t get noticed, and it certainly doesn’t attract fans.
There are already so many institutions with similar names that confusion runs rampant. If you can’t do something about your name, you have to work even harder to stand for something and stand out.
3 Ways financial brands can improve CX right now
5-minute video
When a customer has difficulty interacting with you, whether it's online, on the phone or in person, these shortfalls cause friction for the customer. Over time, this erodes trust in the brand.
Millennials are missing the financial forest for the trees
5-minute video
Millennials are focusing on, working on—or worrying about—their finances more than ever. And they are missing the financial forest for the trees. This video by Martha Bartlett Piland, CFMP, shares recent findings from the Banktastic National Millennial Advisory Board.
