As the competition for member and consumer attention continues to increase from both high-tech and high-touch financial organizations, the absolute need for us to focus, align our vision across the organization and, most of all, [...]
We work in a very urban neighborhood, South Lake Union, just a few blocks north of Downtown Seattle. The SLU area has been undergoing a significant makeover during the past 10 years - from an [...]
Being all things to all people is stifling many financial institutions ability for achieving market distinction, tailored brand experiences, digital evolution or personalization. Today, successful marketing results require identifying, nurturing and targeting your fastest growing, [...]
First impressions are important. From a first date, to trying a new restaurant, one lousy encounter can be the deal breaker for a second chance. This same logic goes for a company’s online experience – [...]
In college, students fear showing up late to class, but don’t want be first to show up at a party. Many financial institutions have struggled in a “pioneering” effort to appeal to the unique [...]
This is this second series of a two-part story about the immense challenge facing countless financial service executives: amidst a dynamically changing mobile and fin tech shift, coupled with a fickle and challenging millennial market, [...]
Some stories are simply too important and too complex to tell in one sitting. So I’ve written a two-part story about the immense challenge facing financial service executives, and shared the stories from several [...]
When used strategically, a merchandising program can establish a powerful, personal, and long-lasting relationship between your organization and the member. In best practices, merchandising can be one of the most powerful marketing tools, one that [...]
Suffering from branch traffic being down and you own a plethora of teller line stanchion posts and belts that you don’t need any more? Well, I just may have identified a market for you [...]
Yes, you read that right. If you were actually answering that question, you might have said the iPhone. Maybe even the iPad, MacBook, Apple TV or Apple Watch… but I doubt you would have answered [...]
When your credit union’s logo conjures up associations with Waste Management, the trash people, you know you may be in need of a brand makeover. Actually, the senior leadership team at $1.4 billion [...]
A few weeks back I got hit up with an attractive promotional offer from Uber. It arrived via email and for the most part I tend to read stuff I get from them. And why [...]
I’ve traveled my entire career. A lot. Over the decades I have directed my loyalty and patronage to a handful of travel partners. It makes sense, right? If I’m going to slog across [...]
Change is scary. That’s a fact of life. We as humans have a tendency to find comfort in the familiar—to embrace routine (that’s why my boyfriend has yet to update his iPhone [...]
If you’re like everyone else in retail banking, you’re probably trying to figure out how to keep your branches relevant and profitable in a traffic-declining environment. It might surprise you that some of [...]
