Insight Series

Our latest thinking on the issues that are timely and relevant to inspire, empower, transform, and guide the financial industry and executive leadership.

Twitter LinkedIn
Data

5 Key Facets of a New Data-driven DX

October 5, 2022 — The rapid acceleration of technology, the value of data, and increasing data insights redefine what it means to be “data-driven”. FIs that embrace data-supported capabilities and dynamic technology have a much better chance of growing their balance sheets and providing exceptional experiences for accountholders.

Learn More
Strategy

Gen Z Is Where Banking Is Heading, Give Them the Products They Want Now

July 26, 2022 — Forget about the baby boomers, Gen Z is the largest generation by population – Gen X is almost as big – and it’s changing the digital landscape. As digital natives, they’re transforming thinking and attitudes towards money, spending, investing, and saving.

Learn More
Personalization

Getting and Keeping New Members — How to Pull Without Pushing

July 21, 2022 — Simply put, maintaining any relationship takes work—and keeping credit union members is no exception. Give them the same quality service in the eighth month as you did in the first. Neglecting or abandoning them after you feel you’ve “got them” will hurt you and the credit union in the long run. Pull them in. Don’t push them away.

Learn More
Lead Generation

How to Boost Lead Generation for Your Bank

July 14, 2022 — If you’re a bank marketer, you’re looking for ways to increase leads for products and services. No doubt you’re doing mailings, eblasts, online banner ads, and in-branch promotions, along with keeping your website updated. The truth is most banks don’t work hard enough in cultivating their current customers. It costs 5x less to develop your existing customers than to acquire new ones. And success in generating more leads will come more quickly from your established base that already uses financial services from you.

Learn More
Lead Generation

How to Boost Lead Generation for Your Credit Union

July 12, 2022 — If you’re a credit union marketer, you’re looking for ways to increase leads for products and services. No doubt you’re doing mailings, eblasts, online banner ads, and in-branch promotions, along with keeping your website updated. The truth is most credit unions don’t work hard enough in cultivating their current members. It costs 5x less to develop your existing members than to acquire new ones. And success in generating more leads will come more quickly from your established base that already uses financial services from you.

Learn More
Agile Methodology

Agile Marketing: Helping Create a Hyper-Relevant Customer Experience

July 7, 2022 — The financial institutions that have the most success in terms of offering relevant experiences to customers are those that use Agile Marketing, regardless of size. The agile approach allows marketers to incrementally test marketing strategies to ensure they’re effective. Agile Marketers excel at accomplishing big things by breaking them down into smaller tasks with measurable outcomes. An agile approach focuses on the customer benefits that are necessary.

Learn More
Strategy

Advantages of Cross-Selling

June 30, 2022 — The beauty of cross-selling is that there are so many ways to do it. Whatever technique you come up with becomes your personal selling advantage that separates you from competitors. If your approach is reasonable and valuable, you’ll add to that member loyalty that’s so important. Credit Unions need to make the most of the first 120 days of every new member relationship - it’s when members are most receptive to engagement.

Learn More
Data

Creating Data Success in 2022

June 9, 2022 — Data is the fuel that puts the rubber on the road. Data-driven experiences are a long road, and credit unions will succeed through a walk, run, and ballet approach. The elements that will maximize success thru data come from understanding and servicing members’ needs.

Learn More
Personalization

Personalization at Scale – Unlock the Value for Financial Institutions

April 13, 2022 — The demand for personalization is part of a larger growing trend that is taking the financial service industry by storm. A broad change in how account holders have switched to more digital financial solutions since the pandemic started, are increasing the demand for greater personalization. In a saturated financial market with many new digital only options, personalization at scale will be the key factor driving future growth.

Learn More
Strategy

Basic Personalization Email is Dead, Build Relationships That Email Can’t

April 5, 2022 — Financial Institutions (FIs) are sending out offers and other messaging to individuals in email and are convinced they are generating a personal experience. Generic automated email offers don’t cut it for today’s digital-savvy consumers. They expect relevant individualized advice, education, and benefits tailored to their life stage, financial goals, and personal needs.

Learn More
Strategy

The Value of a Rock-Solid Digital Engagement Strategy in 2022 for Credit Unions

February 2, 2022 — The past two years have shown a harsh light on the gaps in digital engagement for credit unions. Members have struggled with getting an individualized experience for their banking needs.

Learn More
Strategy

The Value of a Rock-Solid Digital Engagement Strategy in 2022 for Banks

February 2, 2022 — The past two years have shown a harsh light on the gaps in digital engagement for banks. Customers have struggled with getting an individualized experience for their banking needs.

Learn More
Technology

Credit Unions and How Technology is Driving Disruption Moving into 2022

January 27, 2022 — The demand for personalization is part of a larger growing trend that is taking the financial service industry by storm. A broad change in how account holders have switched to more digital financial solutions since the pandemic started, are increasing the demand for greater personalization. In a saturated financial market with many new digital only options, personalization at scale will be the key factor driving future growth.

Learn More
Technology

Banks and How Technology is Driving Disruption Moving into 2022

January 27, 2022 — The demand for personalization is part of a larger growing trend that is taking the financial service industry by storm. A broad change in how account holders have switched to more digital financial solutions since the pandemic started, are increasing the demand for greater personalization. In a saturated financial market with many new digital only options, personalization at scale will be the key factor driving future growth.

Learn More
Technology

2022 Priorities for Credit Union CIOs’ Continued Success

December 20, 2021 — Many have realized their goals are unreachable without engaging in technology. The further away IT is from the member, the less it can understand what members value and technology’s role in delivering that value. CIOs need to marry their tech leadership duties with their business drivers to help their credit unions grow.

Learn More