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All Organizations Should Review Open Banking Options

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

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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.

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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.

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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.

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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.

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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.

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How PayPal Became My Primary Financial Institution

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

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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.

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Marketing Automation and Personalization Critical in Digital Banking Relationships

Financial marketers must automate customer communications with messages that are personalized and customized for the stage of the customer's journey.

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2018 Google Search Trends in Banking, Digital Channels & Marketing

A look at the major Google search trends impacting the banking industry — what consumers and executives in the financial industry are looking for most, and when.

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How Open Banking Can Save Banking From Threat of Tech Giants

Future banking ecosystems will require the use of open API data and advanced analytics to provide an expanded array of financial solutions.

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New Study Shatters Myth That Digital Channels Are Killing Branches

Findings from new research disprove the theory that people would prefer to do all their banking digitally, if only the experience in online and mobile channels was better

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Banking Providers Must Think Mobile-First in Today’s Omni-Channel World

Here's why digital channels — particularly mobile — simply must be the cornerstone of every retail financial institution's delivery strategy.

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How Financial Marketers Can Use Video to Tell Their Brand Story

To build a banking brand, you have to tell your story. Using online video is one of the most powerful, effective storytelling mediums available to financial marketers today.

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What Bank and Credit Union Marketers Can Learn From Auto Dealerships

Banks and credit unions need to improve retention and reduce attrition. Here's some tips to foster more loyal relationships.

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4 Factors to Consider When Crafting Your Credit Card Marketing Strategy

Credit cards are consumers' favorite payment method. But what consumers want in their credit cards — and how they should be marketed — has changed.

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5 Ways to Tap the Power of Non-Credit Data When Marketing Consumer Loans

When marketing consumer lending products, you can improve your ROI by constantly seeking new and unique data sources your competition may not have. Here's how.

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Financial Marketers Either Get Onboarding Right or Pay a Heavy Price

Banks and credit unions that don't have a sophisticated, digital-first onboarding strategy will see sagging satisfaction scores and a balance sheet that suffers.

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Consumers Threaten to Bail If Banking Providers Can’t Improve Digital CX

Impatient consumers threaten to abandon traditional banking providers if the experience in digital channels doesn't get better. People have alternatives, and they're not afraid to use them.

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Digital Darwinism Puts Banks and Credit Unions at Risk

Banking industry underestimates the impact of technological changes and increasing customer expectations says Brian Solis.

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