Financial Marketers Must Toss Meaningless Vanity Metrics That Don’t Sell
Touchy feely messages sent by banks and credit unions early in the pandemic didn't produce solid results. Here's what might have. Read More
Article Archive: Culture & Leadership
Five Ways Financial Institutions Drive People Out the Door
No institution can escape trouble – how they handle it is key. Among the toughest issues: discrimination, data breaches, money. Read More
6 CX Developments Banks & Credit Unions Can’t Ignore in 2021
COVID's a retail banking gamechanger, accelerating digital and contactless trends. Expect more ITMs plus video 'telebanking' consultation.. Read More
How Financial Marketers Can Overcome Branding Black Eyes
The long history of mergers among financial institutions is just one place where uncomfortable history may. Read More
How Financial Marketers May Be Unintentionally Disrespecting Mothers
Serving this key segment of financial decisionmakers means deeper understanding, not just fresh stock photos. Offer mobility and time. Read More
Financial Institutions Benefit from AI, But Consumers Remain Skeptical
People question the value of AI-enabled interactions, including basic chatbots. Six steps can accelerate AI's impact on customer. Read More
4 Essentials to Improve Bank & Credit Union CX Before Investing in Tech
Digital transformation is not solely a technology and data challenge. Retail bankers must first address the fundamentals, including journey. Read More
Now Hiring: Banks & Credit Unions Need Digital Transformation Architects
Creating a hybrid marketing/IT position could help break data and cultural logjams and improve both personalization and customer. Read More
Why Financial Institutions Must Build Long-Term Digital Strategies Now
Banks and credit unions need to reassess how they compete with fintechs and big techs now that 'fast follower' is seen as a failed. Read More
Truist’s New CMO Has Strong Views on Fintechs and Personalization
Vinoo Vijay, architect of Ally Bank's early marketing and a TD Bank alumnus, will help the SunTrust-BB&T megamerger deliver on its promise.. Read More
Why CMOs in Banking Must Ditch Their Digital Laundry Lists Right Now
Marketers' responsibilities have drastically changed, but their planning hasn't. Adopting a simple matrix and an agile mindset is the. Read More
AI Innovation in Banking Is on the Threshold of Significant Advances
Finding the right balance of internal capabilities and outside expertise will be crucial to success and may prompt more fintech. Read More
COVID Lessons Community Financial Institutions Must Apply in 2021
How banks and credit unions responded to the pandemic can help them solve thorny technology, data, leadership and culture. Read More
Crisis as a Catalyst for Leadership, Digital Transformation & Cultural Growth
The pandemic helped financial institutions redefine leadership roles, corporate purpose, strategic priorities and business. Read More
How the #$%& Do You Build Your 2021 Strategic Plan During COVID-19?
6 critical points — including a key issues checklist — to make your financial institution's planning productive and relevant during big. Read More
7 Essentials of Digital Banking Transformation Success
The pandemic increased the importance of digital transformation. Financial institutions must move forward aggressively to. Read More
Digital Transformation Demands a Culture of Innovation
Creating an innovation culture using data, advanced analytics and technology will position organizations for successful digital. Read More
The Biggest Mistakes Financial Institutions Make Launching Tech Products
Embracing a new fintech partner or rolling out the 'next big thing' will lead to a marketing disaster if two essential steps are. Read More
Meet Citi’s Next CEO Jane Fraser: How She Climbed to the Top in Banking
Citigroup's President Jane Fraser, in a much-expected promotion, to succeed Michael Corbat as CEO in February 2021. Here's how she got. Read More
Will Banking Executives Ever Return to the Office?
Temporary steps could become a permanent transition to a flexible work setup, and impact financial institutions' competitive. Read More
How Marketing Can Save Banking By Defining a New Mission
Too much focus on process and profits over purpose is disconnecting banks from customers. Four questions provide the key to a culture shift.. Read More
Taking Community Banks National Demands a Niche and a Strategy
Building innovation on a basic bank chassis to produce fresh growth and expansion means venturing beyond your institution's comfort zone.. Read More