Credit union members are happier than bank customers, but membership growth has stalled at 1.81%. Here is how to close the gap — segmentation, local SEO, paid social, onboarding automation, and fair-lending guardrails that keep marketing defensible.
Most advisory firms are already investing in marketing. They’re publishing blog articles, posting on LinkedIn, asking for referrals, sending email newsletters, or running paid advertising campaigns. The challenge isn’t deciding whether to market—it’s making sure those efforts work together to support the same business goals. That’s where a financial advisor marketing plan comes in. Rather … Read more
The insurance industry has never had more ways to reach prospective customers. Search engines, social media, email marketing, digital advertising, direct mail, webinars, automation platforms—the options are nearly endless. Yet many agencies and insurance organizations find themselves facing the same challenge: more marketing activity doesn’t always translate into more policies. Whether you’re an independent agency, … Read more
The banking industry is in the middle of a fundamental shift. Customers increasingly manage their finances through mobile apps rather than branch visits. Digital-first competitors are capturing market share without a single physical location. Marketing budgets continue to migrate toward digital channels, while customer expectations for personalized experiences continue to rise. Most banking leaders understand … Read more
At first glance, marketing for a medical association, a financial organization, and a legal association may seem completely different. The audiences are different, the challenges are different, the industries are different. But the principles that drive success tend to be remarkably consistent. The most effective association marketing isn’t built around industry-specific tactics. It’s built around … Read more
In a business world where nearly every update, trend report, and thought leadership article is available online, it is fair to ask whether industry conferences still matter. For agencies, especially those working in complex industries like insurance, financial services, and affinity marketing, the answer is yes. But not only for the reasons most people list. … Read more
When it comes to adopting new marketing and CRM technology, banks and financial institutions often move with deliberate caution. That’s not reluctance, it’s prudence. In an industry defined by risk management, regulation, and trust, every platform decision carries weight. But in a rapidly shifting financial landscape where digital-first competitors are winning younger customers and traditional … Read more
“I’m not an AI guru. I just want to survive the AI uprising.” That was my opening line at the 2025 PIMA Conference—and while it got some laughs, it hits on a real truth: AI is disrupting marketing in weird, wonderful, and occasionally unsettling ways. It’s no longer a question of if you should … Read more
The financial world has rapidly moved online, and customers now expect their banking experience to be seamless and effortless. However, many traditional banks still struggle to deliver the digital simplicity that today’s consumers demand. Each click or tap is a decisive moment—complicated platforms, confusing navigation, and a lack of mobile responsiveness can quickly lead to … Read more
The financial industry is undergoing a profound transformation, driven by the rapid rise of fintech companies. These agile, tech-savvy startups are reshaping the way consumers interact with financial services, offering everything from seamless mobile payments to unconventional lending solutions. For traditional banks, this presents both a challenge and an opportunity. To stay competitive and thrive … Read more