Other Planning & Strategy
Posted by Becca Cooper -
July 02, 2025
Did you know? National Commerce Day takes place on the first Monday of every August – in 2025, that’s August 4.
In many countries, it’s a day dedicated to celebrating the businesses and trade that nurture economies and shape communities. While National Commerce Day isn’t as well known in America, it’s still a great time to focus your marketing...
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May 27, 2025
Home loans have been a popular point of discussion for the last few years. A number of causes, including inflation, low housing volume and more, caused the prices of homes to skyrocket all over the country. However, it seems like the market is starting to stabilize, meaning promoting home loans might be back on the menu. The question becomes: How...
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April 16, 2025
By now, you may have heard that Zelle® has discontinued its standalone mobile app. As of April 1, 2025, Zelle® can only be accessed through the apps and websites of financial institutions. If you’re worried about your communications surrounding this or want to make sure your accountholders know that they have alternatives to send and receive money...
Posted by Becca Cooper -
April 02, 2025
SEO is not just a buzzword. Short for “search engine optimization,” it refers to adapting your website’s content so that it organically ranks high on a search engine results page (SERP).
Maintaining a blog on your website by posting regularly is a great strategy for boosting your entire site’s SEO, even if the blog itself is not optimized. It...
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January 17, 2025
Are you ready for a year full of marketing magic? Luckily for you, our 2025 Idea Book is here! With catchy designs, client testimonials and on-trend strategies, let our Idea Book serve as your guide for a year of fantastic marketing.
As you explore the pages of our Idea Book, you’ll discover a world of creative solutions made with financial...
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November 20, 2024
Can you believe it’s almost the new year? That means it’s time to create a bold marketing plan to stand out from your competitors! Our team recently presented a webinar where we shared smart strategies, discussed the importance of timely marketing and gave examples of successful campaigns.
If you didn’t attend, you can watch the recorded webinar...
Posted by Allie Habeck -
September 18, 2024
As technology advances and we continue to become an increasingly digital society, financial technology companies – fintechs – are on the rise. Various fintech companies offer a wide range of technologies and services, including apps for banking, P2P payments, budgeting and investing, just to name a few.
Fintech banking companies like Chime and...
Posted by Charity Wanta -
September 04, 2024
The day is coming! October 15 is an ideal opportunity to promote the benefits of opening a Health Savings Account (HSA). The day brings together our communities, the healthcare benefits industry and financial institutions, and it touches on two hot topics: managing health-related expenses and financial planning.
Leading up to National HSA...
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June 26, 2024
Customers who are new to your bank or credit union likely don’t know everything you offer or the perks of using your services for all their financial needs.
To close that gap, we recommend being proactive and consistent with your marketing to strengthen the relationships you have with accountholders – and that’s what we talked about in our most...
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May 21, 2024
When it comes to picking a bank or credit union, local financial institutions undoubtedly have an edge over big banks.
According to a study from The Harris Poll, 58% of consumers prefer holding an account with a local or regional financial institution, which may be good news if one of your competitors is acquired by a bigger bank with weaker...