Don’t Let Apple’s Data Privacy Rules Derail Your Bank’s Marketing
Consumers give the protections a thumbs-up, but the changes could negatively impact financial marketing strategies. Here’s how to adapt.
Articles by Lisa Joyce
More Banks Eye Rent-a-Charter Business Model for Fintechs & Neobanks
Banking as a service is hot and getting hotter. Here’s why you might want to jump on the BaaS train while it’s still in the station.
Do Traditional Banks Still Have a Chance to Win the Banking War?
Even without neobanks, it’s a tough fight out there as digitally-focused institutions duke it out with traditionals for market share.
Venmo’s Real Threat to Banking: Making Payments Fun
Zelle's dollar volume is higher, but Venmo's P2P app is growing. Banks must understand how it poses a significant risk to traditional models.
How Amex + Kabbage Partnership Is Disrupting Banking’s Status Quo
The offering (which also involves Green Dot) draws on heavyweight marketing and technology expertise targeting the lucrative SMB market.
Why Mobile Wallets Are Struggling
What problem do mobile wallets solve? From the consumer's perspective, not much. Which is why people don't see a reason to switch.
The Banking Industry’s Guide to Major PFM Providers
Personal financial management tools need to do more than simple budgeting. Here are seven solutions that provide analytics that can help consumers assess their overall financial health.
Financial Marketers Must Resist Millennials Myths and Gen Z Traps
Millennials are lazy, and Gen Z feels entitled. These are among the generational myths that thwart banks and credit unions because they aren't true.
4 Factors to Consider When Crafting Your Credit Card Marketing Strategy
Credit cards are consumers' favorite payment method. But what consumers want in their credit cards — and how they should be marketed — has changed.
Consumers Threaten to Bail If Banking Providers Can’t Improve Digital CX
Impatient consumers threaten to abandon traditional banking providers if the experience in digital channels doesn't get better. People have alternatives, and they're not afraid to use them.
The State of Video Banking: Trends, Stats & Facts
Four out of five financial institutions either offer video banking or plan to with online video catching up with in-branch video banking.
AI and The Banking Industry’s $1 Trillion Opportunity
If AI lives up to its potential — and consumers become more comfortable with it — banks could add over $1 trillion to balance sheets.
Five Banks and Credit Unions Rocking The Small Business Market
Small businesses would choose local institutions more often if they didn't struggle with a subpar mobile experience, lengthy loan applications and limited business products.
Fintechs and Digital-Only Alternatives Face a Consumer Backlash
All the hype in banking has been go-digital-or-die. But digital banks are losing their appeal, and consumers are souring on the startups.
Reality Check: Can The Banking Industry Make AI Pay Off?
Here’s why banks and credit unions may need to rethink their AI strategies and machine learning initiatives. Or put them on hold entirely.
The Forum 2018: The Power of Strategic Brand Storytelling
Even the best story — one that inspires and evokes emotions — is meaningless if the right people don’t read it, see it or hear it.
The Forum 2018: Major Trends Rocking the Banking Industry
Technologies like AI, machine learning, voice recognition, VR and data analytics transform how consumers interact with their banks.
Three Big Lessons From The Financial Brand Forum 2018
Here's what 1,750 banking executives learned about innovation, design and branding in their first day at The Financial Brand Forum 2018.
The 5 Biggest Mistakes Financial Marketers Make in Digital Channels
The Financial Brand asked digital marketing experts in the banking industry what mistakes they see financial marketers make most often. Here's what they said.
5 New Consumer Segments You May Be Overlooking (And How to Hook Them)
Using new behavioral segmentation models, banks can grow more relationships, steal market share from megabanks and maximize marketing ROI.
What Consumers Love (and Hate) About Mobile Banking Apps
Want people to love your mobile banking app? Don't kill off features or roll out buggy upgrades. People want a quick, intuitive experience.
How Banking Providers Can Achieve Hyper-Relevance in the Amazon Age
By following the footsteps of CX pioneers like Amazon, Netflix and Google, banks can deliver hyper-personalized experiences across channels.
