Personal Financial Management 4.0: Moving Forward
This report argues while PFM is the most important part of online/mobile banking, it's time to stop thinking of it as "product."
Financial Education
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.
Latest Spotlight Article:
The 0% Loan: Why a Dozen Lenders Are Leaning into the Novel Idea
There's no catch. Executives at several credit unions share what they like about the no-interest, no-fee loans, which are designed to be offered as an employee benefit.
Popular Articles within Financial Education:
Elements of Money Wins Credit Union Award For Financial Education
The Elements of Money website, a financial ed program for teenage members of U.S. credit unions, just won a marketing award.
My Savings Goals: Mental Accounting Trick Or Practical PFM?
A new automatic savings tool from ING Direct aims to breakdown behavioral barriers to savings, but is it really useful?
LGBT Investors Feel Confident, Positive About Retirement
Most of the world is feeling pretty gloomy about their prospects for retirement. But not the LGBT crowd, according to a survey by Wells Fargo.
The Piggy Bank Origin Story: An Accidental Invention
Ever wonder why kids stuff money into little pink ceramic pigs? It has nothing to do with the farm animal, and everything to do with ancient clay and rhetoric.
Hopping 3 Tropical Isles of Financial Education
Ready for some island-hopping? Take a look at these 3 financial education websites, all using a tropical theme as a backdrop to simulate life’s decisions.
56 Sage Street: Barclays Cool Online Money-Management Game
Facebook Twitter LinkedIn Email Print Barclays has introduced 56 Sage Street, a free, online, single-player money-management game built around an interactive virtual city. The big, Flash-based game is intended to help the European banking giant reach younger consumers. When 56 Sage Street begins you have just arrived in the city, with only £4 in your […]
Beneficial Decorates Branches with Books
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. This past weekend, Beneficial Bank christened two new education-themed branches in Cherry Hill, New Jersey. The bank describes the branches as “campuses,” designed to be […]
Does ‘Financial Literacy’ Work?
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. No one had ever heard of the term “financial literacy” when researchers first started measuring it back in the late 1990s. Today, hundreds of organizations […]
Content Marketing Lessons for Financial Institutions
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. By Luke “Kip” Owen, Account Manager for Truebridge Financial Marketing Financial marketers often wrestle with a difficult question: How do you “sell” to consumers when […]
Planet Orange for Kids
Facebook Twitter LinkedIn Email Print Reviewed and written by James Flores, CEO of Subcat Marketing. Subcat Marketing specializes in helping financial marketers reach “sub-categories” such as kids, teens, young adult and family markets. The firm develops fully-custom youth marketing and education programs for financial institutions across the country, and also offers a turnkey program for […]
Umpqua Bank’s New Marketing Campaign: ‘Save Hard. Spend Smart.’
Umpqua's "Save Hard, Spend Smart" initiative is a multifaceted website the bank describes as "a virtual financial support group for you."
BofA Has 6 (Six!) Brand Heritage Museums
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. BofA calls them Heritage Centers, including San Francisco, Charlotte, Boston, Los Angeles and Wilmington. A BofA facility in each these five cities is home to […]
What Gen X, Gen Y Think About Their Financial Situation
Banking only works when financial institutions understand customers and their needs. Gen X and Gen Y differ, and here's why.
The Amazing Money Maze
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. With economic upheaval on Wall Street, many Americans are looking for answers on a wide range of financial matters. O Bee Credit Union is telling […]
KeyBank Says ‘Money Needs Attention’
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. “Money creates money concerns. And genuine attention to money helps eliminate them.” That’s the underlying premise behind Key Bank’s latest brand ad campaign, “Money Needs […]
BofA Targets College Crowd With ‘Morris On Campus’
Facebook Twitter LinkedIn Email Print Subscribe Now! Stay on top of all the latest news and trends in banking industry.Email(Required) Untitled(Required) I accept the Terms & Conditions and Privacy Policy. Bank of America’s Morris on Campus,™ Life According to an Upperclassman™ is designed to “educate and empower students to take control of their finances and […]
Wachovia Ties New Automatic Savings Product to Debits
Wachovia is making it easier to save money with an automatic savings system similar to Bank of America's "Keep the Change" program.