Katie Kuehner-Hebert
Sep 22, 2022

With countless pitfalls possible, institutions must stay focused on what’s important to better ensure a smooth integration.

After banks shifted marketing online, they populated their sites with financial advice, success stories of small businesses and tools to calculate useful information from car payments to accounts receivable turnover.

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How do community banks and credit unions best cater to the needs of millennial consumers and business owners? On the first episode of BAI Banking Strategies’ new podcast, we talk with Graham Seel, founder at BankTech Consulting, about the impact millennials and technology have on community-based financial services organizations.

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Many bank executives still view marketing as the champion of brand building, essentially a middleman that funnels leads to sales and adds little value to the bottom line.

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For consumers, alerts have become commonplace.

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EMV has been a much-discussed payments topic in recent years.

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Cross-selling is in the crosshairs of anyone who has anything to say about financial services these days—from Congress, to the media, to consumer protection groups.

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So what would you do to avoid sharing your financial details? Floss your teeth with a shoelace? Wear moose antlers to a tuxedo formal? Before you plumb the depths of your desperation, you might want to check out Citi’s latest marketing campaign, where otherwise composed adults can’t face the truth-or-dare challenges of a cheeky 12-year-old British girl.

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There’s something to be said for experiences.

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Customer analytics has received a lot of attention at banks in recent years.

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The rush to mobile platforms and apps might be transforming the banking industry—especially when it comes to attracting and retaining Millennial customers.

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In an article last month, I listed some of the major challenges facing smaller financial institutions.

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Not too long ago in financial services professionals built relationships — and created a positive experience — by meeting the customer in person for coffee or lunch.

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Banks have always possessed copious amounts of information about their customers, but until recently, used that storehouse almost exclusively to work with existing account holders.

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Many banks approach account generation as a gamble: Spend enough money on marketing and existing customers will hopefully sign up for a new product, or new customers will open accounts.

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With just a few weeks left in the calendar year, 2016 has presented financial institutions with a multitude of growing-edge challenges sure to spill over into 2017.

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As they overtake Baby Boomers as America’s largest generation, Millennials may not automatically equal mobile tech—but in the banking world, it’s getting pretty close.

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Data is taking a new role front and center at many financial institutions.

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Cross-sell has long involved selling additional products and services to bank customers, based on an assessment and understanding of their needs.

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Many bank wealth management groups serve young people as “accommodation clients” – because they are family members of existing clients.

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