William Mills

JUNE 29, 2017

PLEASE FORWARD YOUR IDEAS ASAP to the PR team so we can continue telling the story…thanks in advance. In most cases, new clients communicate their desire to have public relations “move the needle” for sales, and that desire doesn’t wane over time – it can even intensify as the client relationship matures. Shorter sales cycles.

social media 68

social media Case Study Branding Meeting 68

South State Correspondent

MAY 31, 2023

It is a dangerous troupe in banking that an omnichannel approach is best. The concept that we allow the customer to choose how they want to bank often enables the bank to be passive in its position and give up agency. Branching is likely your bank’s highest functional cost, just ahead of loan production.

Data 195

Data Branch Strategies Strategy Mobile 195

South State Correspondent

MARCH 7, 2024

By now your bank is likely convinced on the merits of generative AI. Microsoft’s Office 365 CoPilot, the integration of the Microsoft version of OpenAI’s Chat GPT into the Office suite, represents the fastest, and likely safest way, to integrate the latest technology within your bank. What is CoPilot for Banks?

Training 195

Training Data Tools Technology 195

MyBankTracker

JULY 30, 2020

Bonds are low-risk investments with predictable returns that can help diversify a portfolio filled with stocks. Or, bonds can be used as part of an income investing strategy. Regardless of your investing mindset and risk tolerance, find out how bonds can be important investments for you. What Are Bonds?

How To 52

How To Strategy Community Taxes 52

South State Correspondent

MAY 25, 2022

While every bank talks about delivering on their service promise, only about 35% of banks have a formal effort and track key performance indicators (KPI). It is no surprise that these banks not only have higher customer experience performance but have a higher return on equity numbers.

Customer Experience 195

Customer Experience Survey Examples Branding 195

Gonzobanker

AUGUST 25, 2016

Not a week goes by that we don’t hear another message about how branches are all closing tomorrow or they are indispensable forever. First, it’s the irreplaceable warm and fuzzy in-person branch experience. Then, it’s how banks are dinosaurs that need to rid themselves of branches so fintech omni-nirvana can be reached.

Resources 60

Resources Maine Training System 60

MyBankTracker

JULY 13, 2020

Opening an online brokerage account can be an easy way to start investing. You can trade stocks, ETFs, mutual funds and other securities. Trading platforms can be difficult to navigate for beginners. You can open both individual and joint brokerage accounts with TD Ameritrade. Broker-assisted trades will cost you more.

Taxes 52

Taxes Tools Online Management 52

Gonzobanker

NOVEMBER 29, 2016

As banks and credit unions continually strive to find efficiency and differentiation in their branch networks, many are wondering if they should invest in video teller machines (aka interactive teller machines). What is the return on investment? Will the institution have dedicated staff teaching customers how to use these new machines?

Video 60

Video Strategy Branch Strategies ATM 60

Gonzobanker

NOVEMBER 29, 2016

As banks and credit unions continually strive to find efficiency and differentiation in their branch networks, many are wondering if they should invest in video teller machines (aka interactive teller machines). What is the return on investment? Will the institution have dedicated staff teaching customers how to use these new machines?

Video 60

Video Strategy Branch Strategies ATM 60

William Mills

AUGUST 11, 2016

They discuss key insights from their article in the 2016 Bankers as Buyers Report titled, “The Payoff of Bank-Branded Mobile Wallets With Tender Reciprocity.” Interview Topic: The Payoff of Bank-Branded Mobile Wallets with Tender Reciprocity. They authored an article for us for the 2016 Bankers as Buyers.

Branding 40

Branding Mobile Retail Strategy 40

FICO

OCTOBER 2, 2019

Currently, small banks and credit unions only have 9% of all small business loans under $100,000. The room for expansion is extensive and I don’t think it will take extraordinary measures in order to increase that market share significantly. Why do small businesses (SB) pursue loans at large banks? What can small banks do?

Lending 40

Lending Marketing Community Bank Online 40

Banking 2020

AUGUST 27, 2015

According to a recent article in ATMMarketplace.com, card skimming accounted for more than $2 billion in losses. One new approach that banks are exploring to mitigate this particular vector of fraud is the notion of using smartphones as a second factor of authentication since most people always have their phone with them.

ATM 40

ATM User Experience Fraud UX 40

South State Correspondent

MAY 2, 2022

Most banks think in terms of linear growth. Unfortunately, there are many problems with sales funnels, and in this article, we will show why banks should be thinking in terms of “Growth Loops” instead. Here is a fun exercise – Ask a bank product team, “How do you grow customers?”

social media 195

social media Management Marketing Resources 195

South State Correspondent

APRIL 3, 2023

Banking has now arrived at a speed that it cannot handle. While there have always been problems in banks’ asset-liability models (ALM) and liquidity stress test models, the current environment exacerbates this problem. As a result, most banks are overestimating their liability sensitivity and, thus, their deposit value.

social media 195

social media Community Bank Analysis Training 195

PYMNTS

SEPTEMBER 5, 2016

Winter and cold weather enthusiasts, on the other hand, are ready to stop sweating, burning and lying around waiting for their energy to return. Right now, everyone is looking forward to the iPhone 7 … I think it can only disappoint,” noted Steven Grasso, director of institutional sales at Stuart Frankel. Not such a cheery outlook.

Apple 100

Apple Taxes Conference Innovation 100

PYMNTS

JULY 9, 2018

Banking is being unbundled. Open banking, set in motion globally by a regulatory fiat called PSD2 , gives licensed third parties access to banking infrastructure so that they can make their services available to existing bank customers. Or they just check out articles at PYMNTS.com. Is unbundling the future?

Strategy 105

Strategy Millennials Online Branding 105

CB Insights

OCTOBER 31, 2019

The rise and fall of chatbot hype: How the bubble burst. Commercial Banking: How JP Morgan’s chatbot saves the company 360,000 hours a year. Mental health: How CBT chatbots help patients reframe negative thoughts. Personalized shopping: How an on-page concierge helps Levi’s sell more jeans. Table of Contents.

Industry 78

Industry Examples Tools Retail 78

CB Insights

FEBRUARY 28, 2019

It’s returned an average compounded gain of more than 20% per year — significantly better than the 9.7% For investors as a whole, returns decrease as motion increases.” ( 2005 ). “Be Save your money in peacetime so you can buy more during war. Investors in his company have also been rewarded. Market volatility.

Omaha 78

Omaha Company Capital Management 78

Gonzobanker

OCTOBER 14, 2015

Customer experience should be best in class at most businesses in America this year. If all of those five-year plans were developed and executed, then customer experience would only be noticed in the 20% that didn’t focus on it. One of the most fundamental pieces to a customer experience strategy is managing complaints.

Customer Experience 60

Customer Experience Strategy Management Analytics 60

MyBankTracker

OCTOBER 26, 2020

It can be a real opportunity to save hundreds of dollars if you only drive a few thousand miles each year. For example, it can include comprehensive and collision coverage, as well as uninsured motorist, medical payments, and other provisions. How Much Can You Save With Pay-per-Mile Car Insurance? Will it work for you?

Policies 40

Policies Examples Company Comparison 40

FICO

MARCH 6, 2020

In this excerpt from that article, Jürgen elaborates on the importance of compliance. . A partnership aimed at helping banks, payment providers and fintechs meet the ever stronger regulatory demands while reducing effort and expense. . How long have you been in the industry? What solutions do you have?

Compliance 81

Compliance Technology Fraud Analytics 81

MyBankTracker

JUNE 5, 2020

This can prevent late fees and negative marks on your credit report. If you don’t cancel these payments, money might continue to come out of your bank account every month. It provides a measure of financial protection from property loss or damage. A house payment can make it difficult to pay off other balances.

Taxes 52

Taxes Payments Cards Online 52

Gonzobanker

AUGUST 17, 2016

Business intelligence has been listed as a top priority for CIOs and executive teams for the past several years across many industries, including banking. For banking, top business drivers have included customer engagement and innovation, but also just plain old know-your-customer regulatory and compliance expectations.

Leadership 60

Leadership Tools Big Data Risk Management 60

PYMNTS

DECEMBER 19, 2016

How big the income gap between those 70 million people and their parents depends on a few things, including how well-heeled their parents are. Chetty and his team did that by gaining access to the anonymized tax returns of people in their mid-30s over a 40-year period between 1940 and 1980. population. Source: nytimes.com.

Millennials 100

Millennials Fintech Cards Groups 100

CB Insights

JUNE 6, 2019

It’s also one where traditional lenders, because of the uncertain returns, are less likely to extend credit. want to know THE TOP 20 REASONS STARTUPS FAIL? want to know THE TOP 20 REASONS STARTUPS FAIL? We analyzed 101 startup failures to bring you the reasons why startups don’t make it. Download the full 25-page report.

Apple 78

Apple Branding Google Company 78

CB Insights

MARCH 6, 2019

Carreyrou became suspicious after reading a New Yorker story that detailed how Holmes had founded the company after dropping out of college, and how Theranos’ technology had not been evaluated by a peer-reviewed publication. Select investors : BlueCross BlueShield Venture Partners, Rupert Murdoch, Walgreens. Takeaways & lessons.

Report 78

Report San Francisco Capital New York 78

South State Correspondent

JULY 19, 2023

If you are looking to see the future of how banks will utilize artificial intelligence (AI), look no further than marketing. Even if you are not a bank marketer, this article is worth a read to understand AI’s capabilities. Bank marketing AI is ground zero to showcase the transformation that is already taking place.

Marketing 195

Marketing Training Video Tools 195