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Marketing and Sales Articles for Financial Brands

Encouraging Wise Investments and Pinpointing Motivating Factors

"One of the comments you often get is, ‘Rich people don't need help with their money. And if you're a young doctor, $150-$200 thousand a year, you're golden. You don't need help.’ And that couldn't be further from the truth. The other comment I heard early on is, ‘But all the banks wa …

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The Impact of COVID-19 on Digital Transformation

“What have been the biggest effects COVID has had on digital transformation?” Brett King, guest editor of the 35th edition of The Fintech Times, posed this question to me, wanting me to share some insights with the world’s FinTech newspaper.

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Digital Growth: It’s About Serving People and Working with Purpose

“Digital growth is not a journey that you travel alone. It's one that you travel with a team.” -Jonathan Clay Jonathan Clay, the digital marketing specialist at Louisiana Federal Credit Union, has consistently elevated his digital marketing capabilities and his knowledge year after ye …

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Competing with the Big Banks: Content Marketing

Marketing budgets are getting cut left and right in 2021, thanks to financial constraints associated with the COVID-19 pandemic. It’s no secret that the COVID pandemic has impacted everybody’s budgets. But the businesses that are really feeling that pinch are the smaller community fin …

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The Opportunity for Growth and Innovation? It’s Here and Now

“When disruption happens, great change and innovation happen even more quickly.” -Mina Worthington There’s no question that the past year has brought with it a tremendous amount of disruption and even turmoil for some. But there is no better opportunity to rebuild stronger, bolder, an …

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Building Culture, Relationships, and Content: The Keys to Exponential Growth

“Build a media property that is not based on your expertise, but it is based on the expertise of your most profitable customer.” -James Carbary If there was any doubt that we are moving into a digital world before the COVID-19 pandemic, that’s only been further cemented by the past ye …

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Taking Management Company Wide: Redefining the Culture of Leadership

“Everybody has to feel like they have a safe place to work, and that they have a voice at work.” - Rich Jones Credit unions and banks have been experiencing growing pains for the last decade or so. It’s time for them to make their products and services more available in an increasingl …

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Connecting and Serving Your Financial Brand's Community: The Key to Growth in Challenging Times

“There's very different feelings when people feel served versus feeling sold to.” Lynne Jarman-Johnson, the Chief Marketing Officer at Consumers Credit Union has some valuable insights to share regarding how financial institutions are interacting with their customers during this perio …

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Powering Your Brand: Building and Implementing Your Purpose Internally

Much can be said about the impact of building a financial brand with purpose. It reminds us that the focus should be on our clients and that, as an organization, we want to move our financial brands beyond the commoditization trap to build a human-centered operation with heart. That’s …

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All About Growth: Bridging the Gap Between Marketing and Sales Teams

In the financial industry, marketing departments often see and understand the value of digital growth, but the culture of our sales teams is so heavily entrenched in what happens at individual branches. How can we begin to bridge the gap between marketing and sales teams?

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