When It Comes to Social Proof, We Think Alike
As a financial services marketing professional, your job is to persuade likely prospects to open new accounts and take advantage of services at your institution. That description almost makes it sound...
View ArticleYour Complicated Offers Can Be a Counter-Incentive
Let’s assume you already know an offer increases your chances of marketing success. So here I plan to focus on one type of offer that’s very common in today’s financial services marketing. It’s the...
View ArticleBanishing Boardroom Boredom: Tips for better board packages
Audience: Credit Unions – May 19 | 1 pm ET | 12 pm CT Webinar Details The buzz about interest rates is sure to be a hot topic at your next board meeting. But you don’t want your board to get stuck on...
View ArticleLack of Insight at the Leadership Level
Imagine the chaos on the deck of a ship if the captain had no idea where he wanted to steer. Or the lack of coordination on the football field if the quarterback couldn’t figure out whether he wanted...
View ArticleBasic Reasons for Attrition Remain Consistent
Let’s look at some factors that have remained consistent for decades — and they still affect your bank’s or credit union’s successes today. In the early 1980s, when checking account marketing became a...
View ArticleStop Trying to Attract Everyone in Your Advertising
Many advertisers, including banks and credit unions, waste advertising budgets by producing ads that don’t attract the audience who most want the product or service they’re promoting. With a little...
View ArticleMarketers, Don’t Let Legal Write Your Website Copy
A visit to a financial institution’s website reminded me how too often website copy is composed by people who know nothing about good marketing practices. Your website is a high-profile marketing...
View ArticleTwo Marketing Lessons from a 31-Day Campaign Blitz
Even if you don’t create TV promotions for your financial institution, there are two important lessons to take away from today’s featured marketing campaign. During a 31-day period that spanned mid-May...
View ArticleIs Your Financial Institution Ready for Digital Natives?
If you’re the kind of person that likes statistics and meshes that with a love of marketing, the following from Pew Research Center is right up your alley: By the year 2020, 40% of the United States...
View Article4 Things Lenders Should Know about Their Customers But Probably Don’t
In a marketplace where it’s just as easy for a small financial institution to offer the services customers want most as it is for a large bank, it’s their level of personal touch that continues to -set...
View Article6 Ways Successful CFOs are Smarter than You (So Far)
When you look at how the CFO role has evolved in the past decade or so, you can’t help but think your predecessors had it easy. In the old days, the CFO’s thought processes might have gone something...
View ArticleMaking Life Easier as a Small Marketing Team or a ‘Team’ of One
We work with a lot of bank marketers and hear a lot of the same comments over and over, especially from our community bank and credit union clients: This sounds great but my team is too small to make...
View ArticleMove Strategic Planning from Mundane to Game Changer
In bank and credit union boardrooms across the country, strategic planning sessions typically shake out in one of three ways: The stakeholders/participants are unevenly (or not at all) invested in the...
View ArticleCreating an Effective Board through Assessments and Succession Planning
“Choose your friends wisely.” “You are known by the company you keep.” “Surround yourself with amazing people.” If you’re anything like me, you’ve imparted these words of wisdom to your own children...
View ArticleTop-4 Cyber Crime Threats to Small Businesses and Banks Alike
By Eugene Bekker Bankers and small business owners: protecting your business against cyber crime is now more important than ever. In 2015, the U.S. Director of National Intelligence ranked cybercrime...
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