Articles about how banking providers can leverage financial education, financial wellness, financial literacy programs, budgeting tools, and other personal financial management tools (PFM) as part of their marketing and growth strategies.
Credit unions are known for prioritizing the customer experience. The advent of certain digital tools make that easier than ever. Here's why.
Using Alternative Data Sources to Credit Score Millennials
Many Millennials will soon be buying homes and cars — purchases that require decent credit. But do traditional scoring models work for them?
How Competing On Financial Health Could Impact Banking
A financial health metric could change the basis of competition in banking. At the least, it's an important tool for marketers.
The Psychology of Savings: Americans Struggle to Stash Cash
For most Americans, saving money gets the short straw when it comes to managing the budget. Why don't more consumers sock money away?
The World’s First Bluetooth Digital Piggybank for Kids
Meet Clever Kash, an innovative device using Bluetooth technology, WiFi and online banking to bring the piggybank into the 21st century.
5 Ways to Refresh Your Financial Education Program
When was the last time your financial education program got a refresh? Here's what banks and credit unions need to reignite their youth initiatives.
Bank of America’s Millennial Marketing ‘Pays Off’ With Pinterest
Few financial institutions find any traction on Pinterest. But BofA says its formula works — an unusual three-way marketing partnership.
Digital Consumers Ripe With Cross-Selling Opportunities
Digital banking users are far more likely to adopt other financial products. Marketers will find fertile ground targeting this audience.
Top 10 Fintech Interviews
Here are a few of the biggest fintech interviews with some of the most influential leaders in banking as heard on Breaking Banks.
Half of America is $400 Away From Financial Disaster
Nearly half of all Americans save virtually nothing. In fact, most are only one minor emergency away from a major financial catastrophe.
New Developments In PFM User Interface Design
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.
Financial Health Is The New Marketing
Grading and monitoring consumers' financial health will become the new marketing in financial services.
10 Reasons You Can’t Miss The Financial Brand Forum 2015
There are many reasons hundreds of bank and credit union executives attend The Financial Brand Forum every year. Here are 10 of them.
What Will It Take To Get Americans To Save More?
There is no killer app to get Americans to save more. But banks are just not doing enough to help their customers manage their money.
Is Digit The PFM App To Finally Get America to Save?
Saving money challenges the majority of Americans. Digit combines simplicity & consumer analytics to build savings automatically.
Delivering a Digital PFM Solution: One Bank’s Journey
Offering Personal Financial Management solutions is an important decision in banking. One banker shares his implementation experience.
Is Your Credit Union’s Financial Education Content Awful or Awesome?
Here's a new option for credit unions struggling to craft quality financial education content for their social media channels.
Consumers Know Diddly Squat About Their Basic Banking Rights
Only 30% of U.S. consumers earn passing grades when it comes to understanding their financial rights. The rest get an "F."
Credit Union Taps Teen Spirit to Drive Down Average Membership Age
Summit recruits high-school students to act as spokespeople and help promote the credit union via videos and social media.
Next Gen PFM: Contextual Money Management
While the demand for standalone PFM never materialized, digital money management with real-time insights is finally about to take off.
What Women Want: Budgeting Tools From Banks
Do you provide personal financial management tools within your institution's online banking system? Because that's what women want.
Are Cash and Prepaid Cards the Secret to Helping Consumers Budget?
People want help with their finances, they just have trouble admitting it. Coach them on how cash and prepaid helps control their spending.
Gen Y Hopes Their Next Bank Helps Them Budget Better
Half of all Gen Y consumers looking to switch banks want their next institution to offer online personal financial management (PFM) tools.
