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Personalized customer experiences - 3 tips to drive behaviour

Personalized customer experiences - 3 tips to drive behaviour

Personalized customer experiences – 3 tips to drive behaviour “Customer experience isn’t an expense. Managing customer experience bolsters your brand.”…

Lauren Wilson November 29, 2018
Brand advantages of group communication

Brand advantages of group communication

Brand advantages of group communication Corporate branding is important for banks and credit unions. Differentiation between financial institutions can be nuanced…

Lauren Wilson November 22, 2018
Streamlining and driving loyalty through referral marketing

Streamlining and driving loyalty through referral marketing

Streamlining and driving loyalty through referral marketing One of the highest compliments banks and credit unions can receive are referrals from their current customers.…

Lauren Wilson November 15, 2018
What’s Next for Credit Unions in 2019

What’s Next for Credit Unions in 2019

What’s Next for Credit Unions in 2019 There is no question that credit unions are facing increasing pressures to evolve and match the needs of their member communities.…

Alana Levine November 6, 2018
Understanding new opportunities for end-to-end business value

Understanding new opportunities for end-to-end business value

Understanding new opportunities for end-to-end business value Across the financial industry, innovation is driving new and exciting ways to bank. For banks and credit…

Lauren Wilson November 1, 2018
Customize financial education to impact literacy for Millennials

Customize financial education to impact literacy for Millennials

Customize financial education to impact literacy for Millennials One in four millennials owes more than $30,000 in student debt. It’s a problem that has reached…

Lauren Wilson October 26, 2018
Innovations in Mobile Banking

Innovations in Mobile Banking

Innovations in Mobile Banking Mobile banking has been adopted at a much faster rate than any other banking technology. The quick and steep rise of mobile device…

Lauren Wilson October 18, 2018
Social Media for Financial Institutions

Social Media for Financial Institutions

Social Media for Financial Institutions In our last post, we highlighted social media as a leading marketing trend for banks and credit unions. It is clear to see…

Lauren Wilson October 4, 2018
Top 4 Marketing Trends in Banking in 2018

Top 4 Marketing Trends in Banking in 2018

Top 4 Marketing Trends in Banking in 2018 For banks and credit unions, marketing spend is increasing.  According to the American Bankers Association, 2018 planned…

Lauren Wilson September 27, 2018
Top 5 Data Security and Privacy Considerations for Fintech

Top 5 Data Security and Privacy Considerations for Fintech

Top 5 Data Security and Privacy Considerations for Fintech In today’s privacy environment, recent high-profile events have made consumer awareness and concern…

Lauren Wilson September 13, 2018
Innovations in Mobile Banking

Innovations in Mobile Banking

Innovations in Mobile Banking In 2014, the number of mobile users in the US surpassed desktop users.  In Q1 2018, Android users had the choice between 3.8 million…

Lauren Wilson September 6, 2018
Technology Trends in the Banking Industry

Technology Trends in the Banking Industry

Technology Trends in the Banking Industry With the speed of technology increasing at what seems to be an exponential pace, it continues to bring exciting innovations…

Lauren Wilson August 30, 2018
Technology enabled marketing - bridging the gap between IT and Marketing

Technology enabled marketing - bridging the gap between IT and Marketing

Technology enabled marketing – bridging the gap between IT and Marketing As shared in previous posts, investments in IT and Big Data can play pivotal roles…

Lauren Wilson August 23, 2018
How to create successful employee education programs for self-directed investors

How to create successful employee education programs for self-directed investors

How to create successful employee education programs for self-directed investors Supporting self-directed investors requires a high level of skill from financial…

Lauren Wilson August 9, 2018
Creating trust and transparency for investment clubs through technology

Creating trust and transparency for investment clubs through technology

Creating trust and transparency for investment clubs through technology According to Gallup, only 32% of Americans’ have confidence in their banking institutions.…

Lauren Wilson July 26, 2018
Onboarding self-directed investors: how to accelerate stronger relationships

Onboarding self-directed investors: how to accelerate stronger relationships

Onboarding self-directed investors: how to accelerate stronger relationships Today, more and more banks and credit unions are using new and exciting marketing techniques…

Lauren Wilson July 19, 2018
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