Don’t Fight the Tape: Get Beyond Chasing New Deposits

While certainly an arrow in the quiver, community financial institutions can’t solely rely on growing deposits to thrive.   By Mike Branton and Gregg Early   It has been a wild ride for banks and credit unions. The shift from a low-growth, low interest rate environment to its complete opposite in less than 12 months…

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Clip: A Conversation with John Hanley of Equity Bank

Equity Bank is a $5B full-service community bank with offices throughout Kansas, Missouri, Arkansas, and Oklahoma. They offer a full range of financial solutions, including commercial loans, consumer banking, mortgage loans, and treasury management services. Today, we’re talking about checking accounts with Equity Bank SVP and Senior Director of Marketing John Hanley. John, who has…

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Recording: How Are Bankers Planning for
This Year’s Revenue Challenges?

Download Mike’s Presentation (PDF) You can get your free copy of the survey results here. Industry researchers, investors, stock analysts, and major media outlets are telling a consistent story – 2023 will be a challenging year for financial institutions. This media echo chamber got us wondering – what are actual frontline banking executives thinking? And…

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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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Recording: Fintech Transformers – Rise of Primacy

In the ever-transforming battle for customers/members, fintechs seek to be the new rulers of the banking universe. And the tides have turned. From 2019 to 2022, digital banks have the largest growth rates of primary relationships. Now, for the first time ever, more consumers in the Gen Y and Gen Z age groups name a…

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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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Recording: The Best of Mobile CX & Fintech Apps

Here’s your opportunity to see how fintech apps are taking over the minds of today’s consumers and changing the definition of financial advice. StrategyCorps’ Dave DeFazio demonstrates trending apps like Robinhood, Cash App, SoFi, and Affirm to better understand the new features that are increasing competitive pressures on today’s banking products. He shares ongoing research…

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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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Presentation: Bye Bye Primary FI?

Download Slides Why primary relationships still matter and how to identify, optimize and lock them down. Is it still realistic to expect to be the primary financial institution for consumers who have so many choices where to bank? Does it still even matter if your financial institution is the primary one for consumers? The answer…

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