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Preparing for a Cyber Attack: A How-To Guide for Financials

A study performed by Kaspersky Lab in Woburn, Massachusetts revealed that, of businesses surveyed (including financial institutions), 40% are not confident that they are protected against cyber threats. The 2016 survey shared that businesses are most vulnerable to threats such as targeted attacks (using malware) and DDoS (Distributed Denial of Service) attacks – where many […]


Content is Everything

You’ve heard the phrase “Location, Location, Location!” when it comes to brick and mortar buildings. Building branch offices is no different. However, when it comes to digital marketing, it’s all about “Content, Content, Content!” When you think about it, content is what keeps the internet relevant and moving forward. Think about your bank’s website. Without […]


3 Ways to Avoid Wells Fargo Cross-Selling

Wells Fargo’s recent headlines regarding their bank-wide account opening scandal, resulting in numerous fines, staff replacements and goal reorganizations, has effectively changed the conversation about cross-selling across the financial industry. As cross-selling and customer share-of-wallet continue to top the list of organizational goals for financial institutions, there is now a more apparent responsibility to ensure […]


3 Ways to Capture Millennial Market Share

Capturing market share – through new customer acquisition or existing customer cross-sell – has been at the forefront of financial institution’s goals for years. In fact, the 2016 State of Financial Marketing Report ranks this goal as number one among those polled. A staggering 49% rate this as their top priority. It is no surprise […]


Four Financial Marketing Trends for 2017

As 2016 winds down, many of us in the financial industry are busy diligently planning our “next steps” for 2017. Part of the strategic planning process for any bank or credit union is find the answer to this difficult question: Of all of the things you CAN do next year, what SHOULD you do? A […]


3 Ways to Keep Your Customers Cyber-Safe

With words like “trust” and “security” ranking among the top reasons people ultimately choose to do business with a financial institution, today’s banks are now in a circumstance that requires them to be ever-vigilant with their cyber security practices. The cyber security landscape of today seems to be continually worsening. Hackers are finding new ways […]


How To Give Your Content Staying Power

The amount of content being written about content marketing these days is astounding. While the  term “content marketing” has evolved to mean many different things on many different levels in the marketing space, one thing has not changed: CMOs across all industries, all over the world, are allocating time, energy and substantial budgets to ensure […]


Effective Branch Strategy for 2016

How have the times changed? Within the Financial Marketing world, there are a few interesting trends. Some of these are direct impacts from the changing consumer landscape. One of those impacts is the (sometimes contested) necessity and functionality of physical branches. More and more, transactions that would normally take place within branches can now take […]


Maximal Delivery, Maximal Impact

Content marketing is part of every marketing plan, whether or not it’s recognized as such. Content is the way we connect. When we learn or teach, we use content. As important as the message that we distribute is, a key component of content is the way by which it’s distributed. Delivery Channels: Reaching Your Full […]


Mobile and Expanded Delivery Channels

  Previously, we’ve discussed how mobile usage has become more and more widespread, and how we best should utilize mobile apps and mobile sites to connect with our customers. Today, we will wrap up our discussion about the trend in mobile with a discussion about where it fits in as a delivery channel. Mobile And […]