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Marketing and Sales Articles for Financial Brands

Why Your Audience Demands Influencer Marketing: Brands Sell, People Tell

"A consumer is going to need to touch a brand at least 10 to 15 times before they make a decision. The more that you're mentioned in these different places, the more likely you're going to start to build some credibility around your institution and what you have to offer." - Alana Lev …

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Banking on Humanity Through Digital Communities

“Whether you’re a brand or entrepreneur, a community allows your members to get smarter faster and understand the world.” -Gina Bianchini Have you ever noticed how people talk at each other online, rather than talking to each other? Social media discussions often feel more like argume …

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Long-Term Data Strategy: Are You Standing Still?

“I want credit unions and financial brands to think about the cost of inaction,” she argued. “The cost of standing still is a defined cost.” -Anne Legg

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Transforming the Digital Landscape: Insights and Opportunities for Financial Institutions

“A banking executive is going to have maybe a very different experience personally than the 73 year old grandma who's a member of that credit union. And the moment you can break that barrier of perception and get them thinking along the lines of the member base of the customer base, t …

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Breaking Bad Habits for a Brighter Financial Future

“Define your habits. What is a good habit you want to repeat? What is a bad habit you want to stop?” -Jedidiah Collins Bad financial habits are painfully common. Even Wall Street wizards and business billionaires would probably admit to making at least a few major financial mistakes. …

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The Importance of Communication in Innovation: Connecting IQ and EQ

“Entertain the possibility that you might not be doing something that well. It just makes you more open, more receptive to the feedback that you do get, and the idea that maybe there you are learning something, that you should be doing something differently.” -Greg Palmer The pandemic …

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Moving Past the Commodity of Price at Your Financial Brand

“We all are emotional beings and we all have brands that we love. That builds long-term revenue when somebody is emotionally connected.” -Martha Bartlett Piland While the rest of the world settles into a post-COVID economic slump, the financial world feels busier than ever. Financial …

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Tips From a Fraud Investigator: Financial Empowerment During Divorce

“I wanted to offer resources to help reassure, empower, and provide a framework through which someone can tackle something that seems insurmountable.” -Tracy Coenen Money is a leading cause of marital trouble in the U.S., so it’s common for people to have financial friction during div …

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It’s Not the 90s Anymore! New Operations Models for Financial Brands

“We are behaving in 1994 models of operating while thinking in 2020s strategy.” -Alex Castro

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Strategic Storytelling: Intentional Communication in Marketing

“You don’t walk up to somebody and say, ‘Will you marry me?’ You say, ‘Hello.’ You introduce yourself.” -Sarah Cooke

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