Ideas to Build and Live Your Brand

Building and living your bank or credit union brand is challenging. After all, if it were easy financial institutions would be perceived as an Apple, Google or Coca-Cola (some of the best brands going today). Instead, most banks and credit unions come across as...
Conduct a Brand Audit

Conduct a Brand Audit

Note: The following is an excerpt from 30 Ideas to Build and Live Your Brand. For a free copy of the complete book, click here. Your brand is everything your financial institution does and stands for – products and services, customer service, branch appearance,...

To Re-Name or Not to Re-Name

A recent article in Adweek magazine highlighted the absurdities in a number of Internet start-up company names. These ran the goofy gamut from Qoop and Heekya to Fairtilizer and the surreal Doostang. The crux of the article is that social media platforms are slowly...
Label at Your Own Risk

Label at Your Own Risk

Marketers love labels. After all, labeling helps us focus our promotions. Since we know for a fact certain demographics are drawn to certain products and services we design entire campaigns geared to one or two groups with mediums we know they use. But what if that...

The Three Fs of Strategic Planning

Strategic planning is one of the most important things your financial institution does. It’s unfortunate that so many planning sessions result in chaos, unproductive decision making and a plan that serves as a paper weight instead of guiding the organization to...

Follow-Up Key To Strategic Planning

Keith Ferazzi, author of Never Eat Alone, once said, “Follow-up is the key to success in any business.” That is certainly true when it comes to the success of your strategic plan. No matter what great strategies you create, if you don’t execute that plan with superior...

Don’t Forget These Demographic Groups

In a recent iMedia post, Greg Kihlstrom identified “Three Forgotten Demographics You Should Be Watching.” It’s an excellent piece and one every marketer—especially financial marketers—should read. He eloquently says, “We have more discourse about Millennials….but what...