Article Archive: Social Media

‘The Arrival Guide’ for Gen-Y (The Good, Bad & Ugly)

  I always get excited when financial institutions venture out and try something new — to shrug off the hot and itchy grey flannel suit and put on some shorts, flops and sunglasses, and relax a little. This is the environment that marketers can really make their mark and prove their differentiation. That’s why I. Read More

BofA Takes Twitter to Next Level with CRM

Subscribe to The Financial Brand via email for FREE!Bank of America has been working on a CRM solution to monitor and manage its Twitter-based customer service efforts. It appears the bank has teamed with Salesforce to deploy the customer-service computing company’s Service Cloud 2 product that was introduced earlier this year. You can see a. Read More

Petition to Verify Twitter Accounts for Financial Firms

How do Twitter users know they are interacting with a legitimate person or company? The truth is, they don’t. That is, unless that person is someone like Brittney Spears. Twitter has been offering “Verified Accounts” since June, but the company only seems interested in verifying accounts of celebrities — people like movie stars and sports. Read More

Q&A: Integrated Social Media + Financial Marketing

Subscribe to The Financial Brand via email for FREE!The Financial Brand sat down with Tim McAlpine, president and creative director of Currency Marketing, to talk about integrated social media marketing for financial institutions. As one of the financial industry’s most accomplished and well-respected social media marketers, Tim’s firm has developed a number of successful programs. Read More

Twitter Phishing: It’s Here, Now

Subscribe to The Financial Brand via email for FREE!Two months ago, The Financial Brand warned of the phishing risks financial institutions face on Twitter. Yesterday, at least two financial institutions had their official corporate Twitter accounts hacked, maybe more. While it seems no serious harm was done, it’s something all banks and credit unions need. Read More

First Direct microsite serves up transparency and honesty

Subscribe to The Financial Brand via email for FREE! First Direct, the UK internet/telephone bank and subsidiary of HSBC, is leveraging its positive word of mouth reputation with a new microsite, First Direct Live, that highlights people’s sentiments about the bank — both good and bad. The Marketing Communications Manager for First Direct, Natalie Cowen,. Read More

Subscribe to The Financial Brand via email for FREE! Addison Avenue FCU is targeting those who may have a problem with “bank addiction” in its latest campaign, “Bank Intervention.” The promo, produced by Weber Marketing Group, has an overall tone that is wry and sassy, and its microsite is entertaining — all while successfully managing. Read More

Vantage CU’s Twitter 2.0 Banking Breakthrough

Subscribe to The Financial Brand via email for FREE!Every time you start to think the financial industry’s fixation with Twitter may be easing, something completely new comes along and shakes things up. Like this stunner: TweetMyMoney, a new fully-proprietary innovation from Vantage Credit Union that allows people to access account information and make transfers via. Read More


Subscribe to The Financial Brand via email for FREE! “In a tough economy, you can connect with others and share ideas.” That’s the stated purpose of USAA’s latest social media effort centered around an online forum hosted at In the forum, USAA encourages people to “share your thoughts and issues with us.” You don’t. Read More

ING Direct’s ‘Fee Tweeter’: First Ever Twitter Application

Subscribe to The Financial Brand via email for FREE! ING Direct in Canada has launched Fee Tweeter, a new Twitter application that will automatically track and tally bank fees. The project is a new component of the initiative previously covered by The Financial Brand. Those with Twitter account already can go to the Fee. Read More

HSBC Microsite: ‘Join the Values Conversation’

Subscribe to The Financial Brand via email for FREE!HSBC has introduced new components supporting its Soapbox promotion, including a microsite, TV spots and an exclusive sponsorship of the New York magazine video section. The (below) publishes people’s comments on education, jobs, technology and bottled water. The topics aren’t lightning rods that strike people’s hot. Read More

U22 Gen-Y Account Offers More Than Same-Old Checking

Subscribe to The Financial Brand via email for FREE! “Some parents will talk to their sons and daughters about the birds and the bees…but not the bills.” — GTE FCU’s U22 Account GTE Federal Credit Union’s U22 account, designed specifically for ages 12 to 22, includes parents as a segment of the target audience. The. Read More

Save Hard. Spend Smart.

Subscribe to The Financial Brand via email for FREE! “We believe in the idea that retirement, vacations and optimism are still very doable, and we’re initiating the ‘Save Hard, Spend Smart’ movement to prove it.” — Umpqua Bank The centerpiece of Umpqua’s “Save Hard, Spend Smart” initiative is a sprawling, multifaceted website that the bank. Read More

Say Why You ‘Intentionally Left Bank,’ Get a T-Shirt

Subscribe to The Financial Brand via email for FREE! Seattle Metropolitan Credit Union’s “Intentionally Left Bank” campaign (see previous story by The Financial Brand here), is now moving into its second phase. The Washington-based financial institution is asking  consumers to share their stories about why they’ve chosen a credit union over a large corporate bank.. Read More

Twitter Phishing: How Can It Be Stopped?

Since January, the number of financial institutions on Twitter has skyrocketed. At last count, no fewer than 500 retail banks and credit unions had a Twitter account. With more and more of them offering to help resolve service issue on Twitter, it’s inevitable that phishing attacks will soon target retail financial consumers…if it isn’t happening. Read More

Bank’s Social Media Hits High School Gridiron

Eastern Bank is asking high school football teams in eastern and central Massachusetts “What makes your team special?” Entries, submitted via email, can be videos, photos, audio recordings and essays. All submissions will be posted online at the promotion’s blog for the public to view. A select number of teams will be invited to send. Read More

3 Online Social Media Sites Offering Recession Help

Subscribe to The Financial Brand via email for FREE!From “Woe” to “Whoa” First Independent Bank of Nevada This website is all about stimulating the Northern Nevada economy, specifically the Reno area. From the website: “Let’s kick-start our local economy. Let’s come up with ideas so good the rest of the world steals them. Let’s. Read More

3 Tales of Twitter Success

Subscribe to The Financial Brand via email for FREE!An increasing number of frustrated financial consumer are finding out that Twitter can work as a service “express lane.” As the following stories show, more and more people are expressing their displeasure with various companies — including financial institutions (or rather, particularly financial institutions). Banks and credit. Read More

‘Fair Fees,’ Brought to You by ING DIRECT

Subscribe to The Financial Brand via email for FREE! The microsite has a petition signed by as many as 6,000 Canadians. ING Direct is trying to ignite a populist revolution in Canada over big bank fees. The project, built around a microsite at, is something the online bank describes as “an active and. Read More

Twitter Is White Hot in the Financial Industry

Subscribe to The Financial Brand via email for FREE!“Twitter is very hot right now. There’s been a major uptake in activity.” — James McGovern, Corporate Insight Twitter is ablaze in the financial industry right now. The popular Web 2.0 tool is spreading like wildfire among financial institutions, which has attracted a lot of attention in. Read More