Dave Crook Shares Three Strategies for Growing Primary Checking Relationships

Even before the coronavirus, there was a passionate renewal of relationship banking’s importance, with a specific focus on primacy — primary versus non-primary households. What’s evident is that all relationships are not created equal: Half your customers see your FI as their bank and about half don’t. It’s the curse of free checking. Free worked…

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FI FOCUS: CS Bancshares, Inc.

State Bank customer service representatives Lisa Hobbs, Vicki Posch, Terra Allen, and Shelley Tate show off the bank’s new checking account features. For years, Chillicothe State Bank, State Bank of Missouri, and The State Bank have passed along a rich tradition of community banking, service, and values to residents of five cities in North-central Missouri. …

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Interview with Martha Bartlett Piland

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We had the pleasure of chatting with Banktastic CEO Martha Bartlett Piland about ways financial services can differentiate in a commoditized industry. We hope you’ll find this conversation to be as interesting as we do.  Are banks and credit unions doing enough to remain relevant to millennials and Generation Z? Many financial institutions are trying…

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How Financial Institutions Can Help During This Unprecedented Time

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During these unprecedented times, community banks and credit unions should do all they can to support their employees and also provide relief to their customers and members. See what several financial experts have to say on this topic, including Bryan Clagett, Director of Strategic Initiatives at StrategyCorps, and Ron Shevlin, Director of Research at Cornerstone Advisors, in…

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Interview with Jim Marous

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How has COVID-19 become a wake-up call for financial services? The COVID-19 crisis has been almost an instantaneous reveal of those institutions that had embraced digital transformation and those that only were presenting a pretty façade.  If your firm required the consumer to visit your branch office at any time during a ‘digital’ new account…

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Interview with Bo McDonald

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Clearly, no brand should exploit the Coronavirus pandemic, but what can banks and credit unions now do to demonstrate authenticity?  I love stats, so let me start with that. According to a recent consumer study from Vision Critical, 91% of consumers value honesty in the brands they do business with, and 63% choose brands who…

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Interview with Ron Shevlin

What advice do you have for the financial institution that’s considering revamping their deposit product strategy? Look at product quality and design—not just rates, fees, and customer experience. Too many institutions focus on rates as the central piece of their revamped deposit strategy. For sure, that can work—in just a few years, Marcus has amassed…

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