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Marketing and Sales Articles for Financial Brands

A Strategy for Standing Out in the Crowded World of Fintech

"It isn't really a strategy if everyone else would choose to do it, right? That just means it's common sense.” -Jason Henrichs

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Financial Brands, Are You Banking On Your Communities?

"A thriving community is the seedbed for a thriving financial institution.” -Jeff Marsico

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Unimpressive Customer Service vs. The Ultimate Customer Experience

"In the digital space, I like to operate under the umbrella of the persistent pursuit of the ultimate customer experience.” -Todd Treadway

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The Professional Side of Personal Branding

"Personal branding is about building and creating content, and telling your story in a way that’s meaningful.” -Kyle Lacy

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Is the 1% Barrier Limiting 100% Digital Transformation?

"Digital isn’t a channel. It’s not an app. It’s not a website. Digital is an operating model.” -David Brear

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Falling Flat: Why Financial Brands Are Letting Customers Down

"Customer experience is the difference between what customers think will happen and what actually happens.” -Jay Baer

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Bad Habits: The Best Way to Ruin Your Strategic Planning

"If you don’t talk about what you mean by change, then you’re never going to get a shared understanding of change.” -Todd Feldman

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The Power of Personal Branding in the Financial World

"What people have learned to value is that the individual person is more important than the overall brand.” -Donnie Boivin

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Social Media for Financial Brands, It's All About Engagement

"Social media now is about engagement. If there is no engagement, then you have no social media presence.” -Liz McIntyre

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Financial Brand Lessons From the Real-Life Rookie

"Life is not all easy and it’s not all hard. It’s what we make of it.” -Jim Morris Adversity is a part of life and our failures shouldn’t define us. Too often, people allow their minor stumbles to become full-on obstacles. This is the intriguing topic of a discussion on a recent Banki …

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