News, tips, resources, and advice for the finance industry.

October 18, 2018

by Cindy Donaldson in Featured, Finance, Fun Stuff, Healthcare, Insurance, Marketing, Must Read Blogs, Sales, Small Business, Uncategorized

Marketing – it’s a TEAM effort!

As the saying goes – there is no “I” in TEAM. I wish the word Marketing didn’t have an “I” in it so I could carry the saying over – but I think you know where I’m going here. You can spell team using the letters in Marketing though! Marketing is a TEAM effort – […]

September 14, 2017

by Jenn Donovan in Featured, Finance, Must Read Blogs

Why You Should Care About the Equifax Breach

By now, you’ve most likely heard the news: Equifax — one of the three major credit bureaus — announced on Sept. 7 that 143 million consumers’ information was leaked in a security breach. Information leaked includes social security numbers, dates of birth, names, credit card numbers, addresses and more. Scary, right?! We all assume because […]

February 2, 2017

by Cindy Donaldson in Finance, Marketing, Sales, Uncategorized

5 Tips for Using LinkedIn to Help Grow Your Business

The beauty of social media is that it allows us to extend our network far beyond our physical location. We’re no longer limited to the people nearby. As a business-to-business tool, LinkedIn is unmatched. 450 million of the world’s professionals and business leaders use it to connect, share ideas, and develop business opportunities. According to Content […]

January 19, 2017

by Cindy Donaldson in Culture, Finance, Uncategorized

Community outreach — How your bank can make a big impact (and get more customers)

With so much emphasis on online marketing and digital advertising, it’s easy to forget that one of the most powerful ways a bank or credit union can reach people is in the real world. We’re not talking about TV, radio, or print ads (although they can help) — We’re thinking of something a bit more […]

November 1, 2016

by Jenn Donovan in Finance, Marketing, Uncategorized

The Department of Justice is looking at your website – are you ADA compliant?

Compliance. It’s a word that finance managers are all too familiar with. We know it might cause a slight sinking feeling, but compliance guidelines exist to protect everyone — You and your customers. That’s why it’s vital to understand the impact and implications of the new Americans with Disabilities Act (ADA) guidelines issued by the […]

October 15, 2016

by Cindy Donaldson in Finance, Marketing, Uncategorized

Getting Your Banking Website ADA Compliant – What Does It Take?

As we covered in our last article, getting your website ADA compliant by 2018 is critical if you want to avoid problems (read; big, big problems) from the Department of Justice. Here’s a quick refresher. Essentially, the DOJ wants all banking websites to be fully accessible for visual and hearing impaired people by 2018. If […]

October 10, 2016

by Jenn Donovan in Finance, Marketing, Uncategorized

Banks and the social media compliance debate

We work with several financial institutions, and we know that one of their main concerns is compliance – How do you make sure that what you’re saying in your Facebook or Twitter feeds meets all of the rules, regulations, and guidelines of the financial industry? Compliance can be a headache, but that shouldn’t stop you […]

September 27, 2016

by Cindy Donaldson in Finance, Marketing, Must Read Blogs, Uncategorized

How to Get New Bank Customers with Beautiful Content like Blogging

We all know that switching to a new bank can be…well, painful. The more accounts you have, and the more you automate the banking experience, the higher your retention rate. That’s great for your existing customers, but it doesn’t help when it comes to attracting new people to your business. Most banks offer similar products […]

February 1, 2016

by Jenn Donovan in Finance, Marketing, Sales, Uncategorized

Creating New Banking Customers – The Art of the Email Drip

If you oversee the marketing or sales for a bank or credit union, you’ve probably placed your fair share of ads in local newspapers, had some promotions on the local radio show, and launched a fabulous Facebook page. Hopefully, you’ve gotten some feedback, adjusted your strategy, and carried on. One marketing avenue you might have […]

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