2018 State of Financial Marketing: Adoption of Martech Solutions Remains Anemic

The use of digital marketing technology tools remains low in the banking industry, impacting marketing effectiveness and customer experience. Read article

Financial Institutions Must Explore Open Banking Options Today

Now is the time for all banks and credit unions to start planning the best direction for their open banking platform strategies. Read article

The Banking Industry’s Guide to Major PFM Providers

Personal financial management tools need to do more than simple budgeting. Here are seven solutions that provide analytics that can help consumers assess their overall financial health. Read article

A Hybrid Channel Approach to New Customer Onboarding

While the future points to digital channel engagement in banking, physical branches still play a role with new customer onboarding. Read article

Financial Marketers Must Resist Millennials Myths and Gen Z Traps

Millennials are lazy, and Gen Z feels entitled. These are among the generational myths that thwart banks and credit unions because they aren't true. Read article

The Banking CMO’s Guide to Earning Your Seat in the C-Suite

Here’s how CMOs can build bridges and strengthen relationships with their CEO, CFO, COO and other peers in the C-suite. Read article

How The Consumer’s Connected Lifestyle Is Impacting Banking

As the lines between retail and banking blur, financial marketers need to respond to consumers' expectations and become part of their overall digital lifestyle. Read article

How PayPal Will Become People’s Primary Financial Institution

The expansion of financial solutions offered by large tech firms are encroaching on legacy banking products, stealing customers and revenues. Read article

Have Credit Unions Become The New Community Banks?

With mergers slashing the number of community banks in half, credit unions have stepped in to fill the void. And some are getting very big. Read article

Around The Web

Is Your Onboarding Strategy Focused on the Total Customer Lifecycle?

Reduce attrition with a customer-focused onboarding and communications strategy. Ask these three key questions to ensure your onboarding program improves the customer experience at every touchpoint.

Transforming Market & Branch Performance in 5 Steps

Leveraging big data, segmentation and user experience design to optimize results in 2021.

How to Generate 10X More Loans and Deposits With Content Marketing

Stop wasting time posting content to social media and hoping for the best. You can produce and distribute content that generates 10X more loans and deposits.

Are You Being Out-Marketed by the Competition?

New research shows your most loyal PFI members may be taking loans elsewhere.

Vehicle Protection Has Evolved

The latest evolution is GAP with PowerBuy, which helps cover a borrower’s outstanding auto loan balance plus reimburse for depreciation after a total loss.

Banking Services vs. Banking Benefits

Offering benefits to our customers first, and services second, goes without saying. Or does it? Thinking this way takes practice. Find out why it's worth the effort.

View More Recent Articles