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...

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...

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...

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...

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...

Tips From a Fraud Investigator: Financial Empowerment During Divorce

“I wanted to offer resources to help reassure, empower, and provide a framework through which...

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

Strategic Storytelling: Intentional Communication in Marketing

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

Q&A: Open Strategy at Financial Brands

"Open strategy invites minds from outside leadership to be part of the strategic planning process,...

Money and Mental Health: Do Your Customers Need Financial Therapy?

“Not only do we not have the skills from not having practiced for our money, we are then...

How to Defeat Procrastination (and Eat That Frog!)

“The number one reason for procrastination and a lack of motivation is a vagueness or confusion...