Insights that
drive results

Posts tagged with "bank"


On a Roll: High-Performing Banks Forecast Frequently

How will your board react when they see your end-of-year numbers? Pleasantly surprised? Shocked? Neither reaction should occur if you regularly prepare a rolling forecast. A rolling forecast, according to the Corporate Finance Institute (CFI), is a type of financial model that predicts the future performance of a business over a continuous period, based on…

Read More >


Top-4 Cyber Crime Threats to Small Businesses and Banks Alike

By Eugene Bekker Bankers and small business owners: protecting your business against cyber crime is now more important than ever. In 2015, the U.S. Director of National Intelligence ranked cybercrime as the No. 1 security threat in the country. Despite popular belief, cyber criminals actually prefer small businesses institutions simply because they are easier to…

Read More >


The Importance of the Press Release

Your marketing department focuses on creating advertising and promotions that open new accounts. You may even use branding-style advertising to keep your financial institution’s name in front of the public. Event and sponsorships might be part of your plan. But don’t overlook the importance of a well-devised press release to give you “good press” and…

Read More >


Two Marketing Lessons from a 31-Day Campaign Blitz

Even if you don’t create TV promotions for your financial institution, there are two important lessons to take away from today’s featured marketing campaign. During a 31-day period that spanned mid-May to mid-June this year, McDonald’s, the fast-food giant, aired 25 different TV commercials that promoted its limited-time sirloin burger. Sure, your marketing budget would…

Read More >


Relationships and Revenue: Advantages to Offering ID Theft Protection

Americans are more afraid of their financial information and personal devices getting hacked than falling victim to any other type of crime, including violent offenses like getting mugged, murdered or assaulted by a co-worker. That sobering revelation from a 2014 Gallup poll makes perfect sense when you consider the many headlines about high-profile, large-scale data breaches. Thanks…

Read More >


Marketers, Don’t Let Legal Write Your Website Copy

A visit to a financial institution’s website reminded me how too often website copy is composed by people who know nothing about good marketing practices. Your website is a high-profile marketing medium, available to anyone, whenever they want to see it. Prospects are likely visiting your financial institution’s website to find information. They’re curious about…

Read More >


Stop Trying to Attract Everyone in Your Advertising

Many advertisers, including banks and credit unions, waste advertising budgets by producing ads that don’t attract the audience who most want the product or service they’re promoting. With a little care and knowledge of what to look for, it doesn’t need to be that way. One of the biggest mistakes advertisers make is to assume…

Read More >