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.
SavvyMoney CEO JB Orecchia discusses innovative approaches to credit monitoring, customer engagement and the company's new "Get My Rate" product.
BofA Has 6 (Six!) Brand Heritage Museums
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 a gorgeous, professionally-produced “interactive museum.” The first one opened in Charlotte in January, 2006. The bank says it created its Heritage Centers so people could “experience our story firsthand through […]
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
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 people to “Get lost!” Literally. In a maze. O Bee Credit Union has partnered with a local newspaper and the Washington State Department of Financial Institutions to create one of […]
KeyBank Says ‘Money Needs Attention’
“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 Attention.” The campaign includes print, TV and outdoor advertising, as well as a microsite. The TV spots share the stories and concerns of real KeyBank customers, told in their own […]
BofA Targets College Crowd With ‘Morris On Campus’
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 bank with confidence in this new academic year,” the bank says. Unlike other Gen-Y online promotions, “Morris” is not the product of a “spokester contest,” but is instead a 23-year […]
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.
