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Posted on July 6th, 2019

Financial Services, Marketing, Strategy

Enhancing the Financial Experience Through AI

The Digital Era of Big Data The advanced technology of artificial intelligence (AI) has eased the experience of everyday lives—so much that it oftentimes goes unnoticed. From gathering data on buying habits […]

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Posted on May 30th, 2019

Financial Services, Marketing, Research, Strategy

Insights Ad Agencies Can Offer Credit Unions About Creating Marketing Personas

How to Create (Effective) Personas for Credit Union Marketing The jack-of-all-trades is the master of none, and the same applies for your credit union’s marketing. By striving to be a financial institution […]

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Posted on April 18th, 2019

Financial Services, Marketing, Research, Strategy

Credit Union Marketing: Differentiating Your Credit Union from Banks

What makes your credit union different from your competitor down the road? From our experience in branding and marketing financial institutions, we can attest this question doesn’t often have an easy answer. […]

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Posted on March 1st, 2019

Financial Services, Marketing

Credit Education Month: Marketing to Your Members

March is National Credit Education Month, but that doesn’t mean it’s the only month in which financial responsibility matters. As a financial institution, you know everything about credit, but how educated are […]

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Posted on February 14th, 2019

Content Creation, Financial Services

How Content Marketing Can Build Trust in Your Financial Institution

Content is the way to customers’ hearts—but you’ve got to stay on top of it. Consumers have come to expect the availability of different forms of interaction with brands, which has led […]

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Posted on January 17th, 2019

Financial Services, Marketing

The Formula to an Effective Marketing Budget for Financial Institutions

Marketing Budgets Should Evolve with Marketing Channels Credit unions and banks are constantly striving to drive new accounts opened, products per customer and overall sales through marketing efforts. In 2017, banks spent […]

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Posted on December 18th, 2018

Financial Services, Strategy

4 Steps to Earning Customer Loyalty with a Relationship Banking Strategy

How Relationship Banking Helps Reduce Customer Attrition If another financial institution offered your customers or members a better deal, would they take it? According to a recent survey, 43% of bank customers […]

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Posted on November 20th, 2018

Financial Services, Strategy

Partnering with Fintechs to Market to Millennials and Gen Z

Successfully Partnering with Fintechs to Elevate Your Financial Institution’s Position Are you missing the mark when it comes to capturing Millennials or Generation Z? Whether you see it in branch or in […]

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Posted on October 12th, 2018

Financial Services, Marketing

Elevate Your Bank’s Cross-Selling Strategy

The Personal Side to Cross-Selling Strategies for Your Bank You might feel like a broken record constantly instructing your bank or credit union employees to push new products to current customers. But […]

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