Todd Robertson
Aug 6, 2021

A switch from "passive" to "active" web technology can help banks meet customer-journey expectations being molded by other industries.

In an effort to drive revenue, banks continue to place inordinate time and attention on improving sales culture.

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You can wait for customers to find you or meet them where they already live. Here’s how online social and strong mortgage guidance intersect.

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It turns out that it’s not just the banking industry’s conservative nature and relatively slow innovation cadence that makes them a juicy target for fintechs.

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In an oversaturated market rife with competition, financial service providers struggle for differentiation—clamoring to shatter the noise floor and garner customer attention.

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Hotel chains such as Marriott International—with multiple brands under a corporate umbrella—can provide bank marketers for with the ultimate destination for fresh ideas.

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Much has been said about millennials (those born between 1981 and 1996) and how they don’t seem interested in traditional banks—a curious state of affairs, given that people need and use banking services for life.

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While financial services organizations know the importance of search engine optimization (SEO), few emphasize the need to optimize search and support on their websites.

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Whatever news the cheery Monday morning email passes on from the C-suite to the ground troops, everyone needs to make sure they absolutely, positive know who sent it.

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Facebook, Twitter, Instagram, Snapchat and other social media channels play a tremendous role in the everyday lives of many businesses–including banks and other financial institutions.

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Most people would sooner talk about politics, religion and romance than start a conversation on income levels or credit scores.

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Relationship management has changed.

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Customer engagement is a two-way street.

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“Know your customer” (KYC), while a critical regulatory requirement, can quickly get gummy and frustrating when data is scattered across multiple systems.

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Can marketing’s creative, spontaneous spirit productively partner with IT’s more structured, security-obsessed culture? It has to.

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Let’s say your bank or credit union wants to raise its customer experience game.

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Here’s how I think about successful customer relationships these days: Entanglement does not equal engagement.

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Despite a newfound fascination with customer engagement, banks know it’s a constantly moving target that doesn’t reward indecision or momentary distractions.

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Financial services professionals traditionally see their marketing efforts through the lens of the “sales funnel” or “marketing funnel”; it’s been that way for decades.

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It’s been almost 250 years since Adam Smith penned “The Wealth of Nations,” helping set off an industrial revolution now in its fourth iteration.

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While social media has become an important marketing channel in the financial services industry, many banks maintain a presence simply for the sake of it.

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