Marketing & Sales

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.

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

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.

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.

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

Relationship management has changed.

Customer engagement is a two-way street.

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

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

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