TD Bank Puts Digital + Advice at the Center of Small Business Strategy
TD Bank doubles down on the small business banking market with a mix of digital tools, local relationship managers and business
Articles by Craig Guillot
Why CX Now Makes or Breaks Banking Brands
Earning trust in banking hinges on a combination of customer experience, product quality, and data privacy. But CX is most
5 Ways Banks Can Help Consumers Cope With Inflation
Banks have a unique opportunity to build loyalty by helping consumers as they wrestle with the effects of inflation.
How Banks Can Turn Fraud Worries Into a CX Opportunity
Soaring fraud and identity theft are a chance to improve customer experience, as long as the remedies don't hinder digital banking
YouTube: Best Practices for the Most Ignored Social Channel in Banking
Many banks and credit unions forfeit big marketing and customer experience opportunities by avoiding the popular video social
Customer Data Platforms Have Become an Essential Bank Marketing Tool
A CDP helps bridge data gaps and enhances personalization. Some in banking still wonder if it's a bridge too far, but opinions are
Retail Branch Strategy: High Tech, High Touch & Highly Trained Staff
To maximize the value of their branches, banks and credit unions are adopting tellerless designs emphasizing technology and
5 Myths About Customer Centricity in Banking
Without the right data and analytics tools — and a strategy for using them — 'customer-centric' will only be
Bank Marketing Trendwatch: Precision-Targeting Ads with Connected TV
Connected TV gives bank marketers a unique opportunity to customize video ads for multiple markets, giving them a great way to reach Gen Z.
Bank Branch Closures Forecast to Surge Again (Here’s Why)
Even after 2021's record number of bank branch closures, more are expected as digital sales grow and earnings pressure
Banks Boost Innovation Budgets and Shift Focus From CX to Operations
Easing of pandemic pressures hasn't diminished innovation spending — three quarters of banks have increased it. But their goals have
Four Ways Banks Can Improve Cross-Selling in the Digital Age
To grow revenues, banks' most efficient strategy is to focus on selling to existing customers. Effective use of data is essential to
How Banks Can Improve Digital Marketing by Using Their Own Data
Changing consumer views (and tech company policies) about use of data for marketing are forcing banks to rely more on 'first-party'
How Smart Banks Are Retooling Overdraft Fees to Stay Competitive
Hefty bank overdraft and NSF fees are on the way out, leaving community banks and credit unions scrambling. Here is how some are
Why Bank of America Believes Financial Health is the Future of Banking
BofA's Retail Banking Chief reveals why the bank's digital+human wellness strategy builds engagement and checks fintech
The New Role Financial Wellness Plays in Banks’ CX Strategies
Now that consumers' financial conditions and work/life priorities have changed, banks and credit unions must recalibrate customer
4 Ways Banks Can Use Google Alerts & Social Monitoring to Drive Growth
New social media monitoring apps plus the free Google Alerts tool provide bank marketers with valuable competitive
Digital Banking Strategy: Four Essentials to Finding Success
More and more banks are considering creating a digital-only niche brand to propel growth. There are four key factors needed to
P2P Payment Scams Posing New Brand & Reputational Risks for Banks
Growing fraud in P2P payments is creating reputational risk for banks that fail to address it. Washington and the media have taken
Banks Must Prep for the Disruption (and Promise) of Real-Time Payments
Wider adoption of 'request for payment' messaging capability will hasten use of real-time payments, bypassing traditional payment
Four Key Factors Impacting Bank Marketing Strategy in 2022
Consumer use of multiple digital channels poses challenges for bank marketers relating to brand awareness, ROI, personalization and
4 Ways to Keep Younger Consumers from Leaving Your Bank for Fintechs
Digital banking features, crypto and sustainability are luring Millennials and Gen Z away from banks and into the arms of