FINANCIAL MARKETING INSIGHTS
The Millennial Wealth Management Key: Relationships
Forbes predicts that by 2030, millennials will hold five times the wealth they have today and be the richest generation in history. Those are staggering statistics that represent a potentially huge and not-to-be-missed opportunity for banks with wealth management and trust departments.
How Financial Institutions Can Clean Up Sloppy Brand Habits
Customers are more connected to you digitally than ever before. They’re also coming to your lobbies and drive-throughs and seeing your bankers out in the community at events, restaurants and businesses, at least when Covid permits. In short, your brand is visible nearly everywhere, all the time.
Financial branders: what millennials want may surprise you
7-minute video
What do millennials want from their banks, credit unions and financial advisors? Yes, the want digital. But they want personal relationships, too.
Here's our 7-minute video with insights from the Banktastic National Millennial Advisory Board on what they expect from their financial relationships and how you can build a more relevant brand.
Burn notice: finserv marketing intelligence from fabled spies
The television series Burn Notice features a spy, a retired Navy SEAL and a former IRA operative working together as unlikely do-gooders rescuing underdogs and making bad guys quake in their boots. While the characters run full-tilt into danger (like most reasonable people won’t) they offer lessons every marketer should take to heart
Six warning signs your financial institution is overdue for a rebrand
“First.” “United.” “Community." “Heritage.” Green trees, blue stars, flags.
If your financial institution incorporates one of these words or images in its name or logo — or some similar overused, run-of-the-mill banking brand motifs — you have an uphill battle that’s only going to get fiercer as you fight competitors on all sides.
