5 Steps to Up Your Engagement Marketing Efforts

Attract and retain consumers with engaging benefits and a plan to educate people about it   By Trae Turner   It’s not breaking news that people’s lives are tied to their mobile devices. Look around. Whether it’s a phone, tablet or laptop, it seems wherever you go, people are incorporating their lives in one place…

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Redefining Primary Relationships

By Mike Branton and Dave DeFazio This article originally appeared in Bank Director.   Ask 100 bankers to define what it means to be the primary financial institution for a consumer, and you’ll likely get 100 different answers. Ask 100 consultants to bankers what being the primary FI entails, and you’ll probably get 100 more…

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Make Your Financial Institution a Financial First Responder

By Gregg Early   When we talk about first responders, we usually envision law enforcement, military, and fire and rescue workers running towards danger as everyone else is running from it. But banks and credit unions can be financial first responders to the dangers – and opportunities – that occur in the lives of customers…

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Primacy: The Bigfoot of Banking

With the acceleration of digital banking, we’ve heard a lot about customer primacy (or primary account holders). By Gregg Early   But as we asked bankers around the country about this, we seem to get a number of answers and non-answers. Almost to a person all of them say that maintaining and expanding primary accounts…

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Adapt or Die Is More Than Metaphor in This New Digital Banking World

By Gregg Early There is no doubt that the banking and financial services industry has transformed significantly since 2008. On a broader scale you can see from the chart below that the only asset size that’s really gaining any ground in recent years are the mega banks. Source: Next City And no community bank or…

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The Scoop: Hot Takes on Today’s Retail Banking Issues

June  30, 2022 The issues bankers face regarding modern retail banking products and strategies aren’t for the faint-hearted. You have to make decisions with conviction and then be able to zig when you need to and zag when you have to. Otherwise, your FI will fall behind. And catching up isn’t easy. Here’s our scoop…

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The Scoop: The Future of Checking Accounts

May 18, 2022 With fundamental financial changes reverberating around the globe, one thing we don’t anticipate will change is demand for checking accounts and the march forward of digital product delivery. Here’s our scoop on the latest industry news. The Future of Checking Accounts Whatever they’re called in the future, checking accounts remain a primary…

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