While today’s technology is disrupting all industries, those of us in financial services think of it mostly in terms of digital bank services and marketing. We ask, how do our members want to interact [...]
Recent negative media attention on mishandled sales programs and incentives doesn’t mean you should reduce your own attention on the importance of selling. In fact, I would argue the opposite. Now is the perfect [...]
The holidays are as much a time to get together and be thankful for our friends and family as they are to give back to those less fortunate than ourselves. As you think how you [...]
Live streaming video YouTube changed the game for content creators, businesses, and marketers alike in 2004. In 2016 we saw live video reach a new level of popularity as Facebook introduced new features to compete [...]
It’s the middle of December, with Thanksgiving just behind us and Christmas, Hannukah and Kwanza just ahead. Are you using the calendar to inspire your Lifecycle Marketing Campaign? Each of these holidays lends itself [...]
Pendulums tend to swing, and the Fair Lending pendulum is no exception. Over the last few years, with the transition of HMDA rulemaking to the Consumer Financial Protection Bureau, and with the CFPB's new final [...]
A chatbot is a form of artificial intelligence (AI) that talks with people, provides information, and performs tasks. Contrary to a fad like bellbottoms, AI is becoming more entrenched in our lives as it becomes [...]
If you haven’t heard of Cards Against Humanity, there might be a reason. It is described as the “party game for horrible people.” Trust me, it’s not a game that you want play [...]
Facebook, Netflix, and companies like Apple are changing the way that consumers are perceiving a great mobile user experience. As a credit union this change the expectations of what your users are considering a great [...]
How many times have you heard that? How does it make you feel? When I was working the front line at a credit union many moons ago it used to make me cringe a bit. “[...]
I can already hear the skepticism. “You can build a credit union website in four months?” My response is, “Actually, in the last six months, we’ve launched three new credit union websites, each with [...]
While everyone here in the States was enjoying their turkey and dressing, I had the wonderful opportunity to travel to Italy over the Thanksgiving holiday. I have not had much time abroad, but after a [...]
Help them grow through experience If your desire is to grow employees, you need to provide them with experiences that are outside their norm. Extra training in house or helping them pay for formal education [...]
As any financial institution will attest, a lot of time, energy and resources go into developing a best-in-class card program – and for good reason. Offering just the right mix of credit and debit card products [...]
These are goals and trends driving change for financial institutions. Four out of five already offer digital account opening, or plan offer it within a year. The pressure is on to get there fast. But [...]
