Millennials who join credit unions are different from other members. Winning this market requires an understanding of these differences.
Spoiler alert: All four of the financial services-related commercials shown during the 2016 Super Bowl get failing grades.
It's scary how many marketers think they effectively tell their brand's story, because research suggests otherwise.
The financial crisis of 2008 created a new villain in America: banks. That view is changing though, and it has big marketing implications.
As banking products become more self-relevant, WOM will increase and become an even more important source of customer acquisition.
New survey data suggests banks' customer service is good, and that banks have no reason to mention the word "omnichannel" ever again.
The key to Venmo's future is moving upstream in the P2P value chain — not into the retail or B2C environment.
Talk of the 'Überization of banking' misinterprets what Über really did, and contradicts a trend surrounding the banking rebundling.
Banks and credit unions lack a language — a set of metrics — to discuss the impact of digital marketing. These four metrics could change that.
According to a study, bank advertising primarily creates awareness, as opposed to being a primary driver of consideration or choice.
Fintech startups aren't disrupting banking — they're re-architecting the industry's hierarchy of needs.
If you have to struggle to "keep branches relevant," maybe you shouldn't even try.
The Federal Reserve Bank released its annual study on mobile banking, and some of the findings are a bit hard to stomach.
Gallup released the results of its annual survey on consumers' perceptions of various industries. For the banking industry, there's bad news, good news, and surprising news.
Without facts and logic, opinions on the impact that fintech is having on the banking industry are just fiction, fallacies, and fantasies.
The hype surrounding analytics obscures the value that can be derived from simply making better use of data. It makes me want to go jump in a data lake.
I've been conducting consumer research in banking for years: There IS such a thing as a stupid question when it comes to market research.
The discussion of financial literacy and health is unproductive as long as we lack a quantifiable, objective, and agreed-upon approach to measuring it.
If you drive without a license, you can be fined. You should be fined for misusing statistics without a license.
Financial institutions will be the "attractors" of the future, rebundling an emerging set of banking services from a variety of providers.
JD Power released the first wave of its 2015 bank customer satisfaction research. My take: Big bank bashing is a thing of the past.
In a world where firms are supposed to provide customized offerings, PFM design has been a one-size-fits-all world. But not for long.