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Featured in the Press and News / Article (5)

Medium: Breaking Free from the Legacy Growth Models of Financial Brands

Brett King, the founder of neobank Moven, once wrote, “Banking is no longer somewhere you go but something you do.” But now, banking is evolving further, beyond something you do to something you experience.

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Author Hour: Banking on Digital Growth

As James Robert Lay was writing his book, Banking on Digital Growth, it was clear to him that the financial industry was already in the midst of exponential change that requires their marketing, sales, and leadership teams to think differently. Now that we find ourselves in the midst …

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Banking New England: What The Future Holds After COVID-19

The coronavirus pandemic has upended the banking business much more so than the 2008 financial crisis. While banks may be in a better financial condition to weather this storm, the current crisis has had a more profound effect on how they operate and how their customers use their serv …

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The Financial Brand: Coronavirus Communication: How Banks Can Take Email to Next Stage

The frenetic early days of the COVID-19 crisis made it necessary to break some financial institution emailing rules to get the word out about how to bank remotely. Now that America is settling into new habits, fresh thinking is surfacing about email and the way to push content to cons …

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CUES: Create A Bigger, Better And Brighter Future For Your Members

Be a trusted money advisor who can be turned to for anxiety-reducing help.

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CUES: Grow Your Slice Of The Digital Pie

A successful marketing strategy means defining goals, using data wisely and giving members the starring role.

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The Financial Brand: How Financial Marketers Must Prepare as Chrome Cookies Crumble

Within two years the third-party cookie will be dead, as Google's Chrome engineers devise privacy-friendly digital replacements, similar to what's already used on the Safari and Firefox browsers. Experts assess the impact and offer suggestions on how banks and credit unions can adapt.

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The Financial Brand: Is It Game Over for Community Financial Institutions?

Some experts predict the gradual demise of traditional community institutions, squeezed by changed consumer habits, fintech threats and big-bank dominance. It's a bleak outlook for a big piece of the industry. Bank and credit union executives and other commentators say smaller players …

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Credit Union Times: Credit Union Marketers to Focus on Values, Financial Wellness in 2020

Americans are anxious and concerned that their core shared values – privacy, preserving the environment, safety, fairness, open-mindedness, independence, compassion and honesty – are being threatened because the state of the union is divided, according to one marketing firm. It is a p …

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How Digital Marketing Training Empowers Bank and Credit Union Marketing Teams

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A couple of weeks ago I was in Washington, DC speaking to hundreds of financial institutions from around the country about how they can plan to generate digital leads for loans and new accounts.

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