Credit Unions and Community Banks Struggle to Stay Relevant

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When I spoke in Michigan, last month, 35% of retail deposit market [...]

Late to the Party: 4 Things Your FI Needs to Compete on Today

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Do you ever feel like your bank or credit union is a [...]

I’ve Seen It All Before – Which Experience Are You?

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I’m sitting in O’Hare Airport, on my way to Michigan’s beautiful upper-peninsula. [...]

Increase Sales With Awesome Personalized Notes

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In a world full of emotionless emails and mass-texts with the grammar [...]

Should Online Reviews Be Important to Financials?

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  The conversation about financial institutions implementing online reviews is far from [...]

Unbelievable Customer Experience is Like Bird Poop.

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Unbelievable customer experience is like bird poop …. It’s out of the [...]

Marketing Minute – I Wonder…Product Development

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Marketing Minute – DIY Projects and Marketing Messages

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Marketing Minute – I Wonder…Ice Breakers and Building Relationships

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Becoming Top of Phone: Primary Financial Institution Status is Changing

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The checking account. The holy grail of the consumer financial relationship. The [...]

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