Does Being a ‘Primary Financial Institution’ Mean What It Used To?
A few megabanks dominate PFI status and fintechs and challengers are in ankle-deep. For Gen Z, however, 'primary bank' may not even matter.
Bank Culture
Articles about bank culture, including HR topics like leadership, mission statements, vision statements, core values, employees, recruitment, and training.
Solving the Gender Bias That Afflicts Both Banks & Fintechs
Women are underrepresented at all levels of the financial ecosystem, from leadership to founders to funding and services offered.
Will Bankers Ever Go Back to the Office Again?
Working from home has tremendous appeal to many of those working in the banking industry. But are financial institutions ready for this?
Banks 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 produced.
6 CX Developments Banks & Credit Unions Can’t Ignore
COVID's a retail banking gamechanger, accelerating digital and contactless trends. Expect more ITMs plus video 'telebanking' consultation.
How Financial Marketers Can Overcome Branding Black Eyes
The long history of mergers among financial institutions is just one place where uncomfortable history may lurk.
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 engagement.
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 strategy.
Truist’s 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.
Successful Banking M&A Needs Creative Communication in 5 Key Areas
There’s no such thing as too much communication when executing mergers or acquisitions. That may actually be the key to your success.
Crisis as a Catalyst for Leadership, Digital Transformation & Cultural Growth
The pandemic helped financial institutions redefine leadership roles, corporate purpose, strategic priorities and business models.
How the #$%& Do You Build a 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 change.
7 Essentials of Digital Banking Transformation Success
The pandemic increased the importance of digital transformation. Financial institutions must move forward aggressively to succeed.
Are Financial Institutions Wasting Their Time Chasing a Digital Dream?
Customer experience is more than a great mobile app. Your digital banking must be very good, but great relationships are what you want.
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 there.
Fintech Buys Bank in Pursuit of Radical New Business Model
New twist on what a bank is blends concepts of deposits with spendable Treasury bills and Netflix-style pricing. It's just square 1 for Jiko.
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 position.
Financial Marketers Must Eradicate Fine Print Surprises
When did you last really read what your institution tells consumers in agreements? Does your contact staff quote text that doesn't exist?
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.
Six Crisis Communication Blunders Banks Must Stop
COVID-19 exposed shortcomings in customer and employee communications, leading to a loss of confidence. The experience provides key lessons.
How Financial Marketers Can Prevent Legal and Compliance Breaches
6 ways marketing technology can help financial institutions manage brand compliance issues before they blossom into regulatory disasters.
What Big Techs Like Apple Can Teach Banks About Brand Loyalty
The pandemic emphasizes the need for financial institutions to build better bridges to consumers by doing more to improve their lives.
