The most innovative tech product: Trust
Sales and marketing technology should enable deeper, more human relationships.
3 keys to creating more inclusive marketing
Examine your process, resources and business integration to inspire meaningful progress for your brand.
Break down those marketing silos
Unleash your inner branding genius with this three-step playbook for creating your own multichannel strategy.
Brand, spanking new
In the wake of COVID-19, banks must revisit how customers view their brand and what the organization can do to boost its reputation at this critical time.
LIBOR phaseout: Will your communication plan be ready?
With a new interest-rate benchmark set to be in place by the end of 2021, complex issues remain to be sorted out and shared in house and with clients.
Using social media principles to better meet customer expectations
Banks and credit unions should target four key engagement factors: choice, discoverability, ease of use and fun.
Developing competitive points of difference in a parity business
To stand out from the crowd, banks and credit unions must create effective messaging on the institution they are and the institution they want to become.
Marketing today: Strong brands, strong bonds
This troubled year presents a sizable challenge for bank and credit union marketers: How do we put together messaging that is both authentic and effective, while also being sensitive to the stressful times that so many Read More
Using EPM to plan an optimal go-forward strategy
Danny Baker, vice president of market strategy at Fiserv, discusses how EPM works and how it may provide value for banks and credit unions dealing with a disrupted financial services landscape.
Using direct mail to break through the digital marketing clutter
Surveys indicate that using a multichannel approach can be especially effective in getting the attention of customers and prospects.
Why all chatbots are not created equal
Successful automated support should do more than just answers questions. It should engage consumers in a journey that is constantly improving.
Forging stronger bonds between marketing and compliance
One side isn’t reckless about risk, and the other knows more words than "no."
Social selling is a winning strategy for banks
Key reason: Research shows that customers are more likely to trust messaging that comes from real people than from institutions.
Optimized pricing is the secret to a consistently profitable pipeline
Identifying profitable opportunities in attractive markets that align with your strategy is the key to success.
Trends in Marketing and Customer Acquisition
This BAI Banking Outlook research study focused on discovering if financial service organizations’ marketing and customer acquisition strategies are in line with customers’ expectations.
Need to up the social game at your FI? Follow the campaign trail
While he was still a presidential candidate, Mike Bloomberg ran an ad campaign that, while it may not have been too well-received, can teach us something about what works on social media — Read More
Taming data is key to the sales strategy at banks
The words “sales data strategy” can seem overwhelming to even the most seasoned sales executives. The right sales data strategy can provide sales leaders, managers, and salespeople with insights to make more informed decisions and Read More
Making finance content stand out for millennials, Gen Z
The financial industry is being reinvented as mobile-first generations grow in buying power. Physical branches sit empty as customers flock to digital solutions. Almost everything customers want to do can be done online — and millennials Read More
Finding your marketplace: How customer data maximizes marketing performance
Big data, small data, and that’s-not-all data: It’s everywhere. But harnessing it to create an actionable strategy can prove overwhelming. Regardless of what kind of data you work with, know that you can—and should—use it Read More
Success through selling the sales environment
In an effort to drive revenue, banks continue to place inordinate time and attention on improving sales culture. Experience shows this effort often ends up fruitless and yields disappointing results. Wells Fargo’s toxic sales culture mentality and the Read More