FINANCIAL MARKETING INSIGHTS
Successful bank leadership programs: Five critical elements of success
The idea of company executive leadership programs to develop employees is not new. IBM pioneered employee training in 1916 and grew it to what many consider legendary status. And for years, this focus on employee development has spread and crossed industries far beyond the halls of that company.
Mind your (banker's) manners with customers
Does your institution teach your employees good manners? Great customer service boils down to this. This isn't about being fancy or pretentious. It's about treating the other person in a way that makes them feel comfortable, welcome and valued. And for customers, this isn't a one-size-fits-all.
Four Ways to Foster a Blazing Culture of Creativity in Your Organization
Imagine creating an environment in your organization where creativity blazes with the fervor of a Taylor Swift fan. Even with the help of AI tools like Bard and ChatGPT, it will probably never be completely effortless. But with practice and establishing the right work ethic, creativity can burn hot.
A Millennial Home Loan Horror Story
This is a tale of woe.
Of stress. Of wasted time. Of a frustrated home buyer whose lender let him down. A cautionary tale for lenders.
For the buyer, the home buying process is exciting. And hard. The lender’s job is to help the buyer through it in a responsible way. Buyers must understand the scope of their new financial obligation, and the bank/credit union must operate within the institution’s guidelines for safety and soundness.
Brainstorm Bootcamp: 3 steps to train your brain (and team) for more fruitful idea generation
"Let's brainstorm" is a phrase that makes many financial marketers—and their teams—cringe. But it doesn't have to.