AI and the Modern Marketer’s Toolkit

Posted by Nicole Harper

Wed, Jan 09, 2019 @ 11:00 AM

Gartner research tells us that CMOs spend an average of 18% of their overall marketing budgets on customer experience (CX) initiatives – signaling the importance of investing in CX improvements to make your company stand out so you can gain a competitive edge. Big Techs like Amazon are already delivering seamless, simple, intuitive experiences, and as they continue to raise the bar for consumer expectations, it’s hard for community banks and credit unions to keep pace. While financial institutions may not have the fun factor of online shopping or content streaming, they still have an opportunity to create delightful and contextually relevant experiences by revving their marketing engine with artificial intelligence (AI).

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Topics: digital experience, Customer Experience, banks, Credit Unions, Marketing

Three Lessons from "The Four Freedoms": What Norman Rockwell Can Teach Us about Marketing Financial Services

Posted by Peggy Gordon

Fri, Nov 16, 2018 @ 07:00 AM


Norman Rockwell’s Freedom from Want is the most iconic depiction of Thanksgiving dinner ever set to canvas. Even if you don’t know the title, you know the image … grandma setting a massive, roasted turkey on a dining room table that’s aglow with white light and framed by a gleeful family. Everyone’s happy, healthy, and outwardly well adjusted. It’s the aspirational image you have in mind when you optimistically plan your own family gathering, even if your family doesn’t get along-and some of them are vegan.

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Topics: Commercial Lending, sales, Marketing, Thanksgiving

Give Me My Screen Time

Posted by Danny Payne

Wed, Jan 03, 2018 @ 11:00 AM

From Gen X to baby boomers, everyone is inundated with screen time. If it isn’t “on-demand” television, it’s “on-demand” devices. Smart TVs, phones, tablets, computers … they’re all designed to provide us with a new level of screen time. And you can find them everywhere: coffee shops, airports, doctors’ offices. News agencies and studies across the U.S. are calling this a screen time epidemic.

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Topics: Marketing

The Four Elements of a Successful Presentation Opening

Posted by Kristin Halvin

Wed, Nov 29, 2017 @ 11:00 AM


Can you recall a time when you were at a conference, in a breakout session, and you realized within the first two minutes that this was going to be a boring presentation? What did you do? Did you pull out your phone and catch up on Twitter®? Did you look for a back door so you could sneak out? Or did you think, “I’d better stay … after all, I am the presenter.”

A powerful presentation opening makes the difference between having an engaged audience or a disconnected one.

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Topics: Marketing

Why Banks and Credit Unions Should Stop with the Shenanigans and Focus on Creating Content that Matters

Posted by Bryan McCarty

Wed, Jun 14, 2017 @ 11:45 AM

Intercom said it best in one of their recent posts:

“Where playbook content marketing goes wrong is in trying to market and sell from the get-go. We have to give you, our readers, something of value – our knowledge, insight and experience – before we earn the right to market to you.”

This got me thinking about the shenanigans that come with white papers, e-books, industry research, and other pieces of digital content. To access this type of content, companies often require you to give them your personal details: name, email, and sometimes a lot more.

Companies believe that because they put a lot of work into their content that they should get something in return. They’re looking for the classic ROI. That something is the right to market to you. Because you downloaded that white paper, you now get the pleasure of being added to their newsletter, receiving invites to webinars and getting a slew of other marketing offers thrown at you. Yippee!

Unfortunately, this method doesn’t work.

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Topics: Marketing

Digital Marketing Trends: A Primer for Financial Brands

Posted by Chelsea Fisher

Fri, Jun 02, 2017 @ 11:00 AM

As a marketer working in the financial sector, I know as well as you that our approach to marketing must be nimble if it’s going to keep up with product innovations, disruptive technologies, and the ever-changing demands of customers. It’s a daily battle to stay current!

That’s why I recently attended a marketing conference heavily focused on digital marketing. The event brought together some of the sharpest, most creative minds in the business to provide inspiration and practical advice. It was information too good not to share.

So, here are my takeaways from the conference, a primer on the latest digital marketing trends, fully applicable to the financial space.

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Topics: Commercial Lending, Marketing

Do You Need a Professional Brand?

Posted by Shane Purnell

Wed, Sep 14, 2016 @ 10:30 AM

Remember 10 years ago when only narcissists and celebrities searched their names on the Internet? Wow! Have times changed. Now over 56% of people Google themselves (Search Engine Land) and 60% of employers say they do social media searches on potential employees (PR NewsWire).

More and more, who we are online is equated with who we are in real life. Even if you’re a great person, people are making assumptions about you and your professional abilities based on what they’re seeing and reading about you. The scary part is, it’s happening before they ever meet you.

So how do we make sure we put our best professional foot forward in this digital world to ensure we’re seen the way we want to be seen? To me, the answer seems obvious. We need to intentionally and unapologetically create professional brands for ourselves. I realize, however, not everyone sees the merit of this idea, so I asked for help making my case.

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Topics: Marketing

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