Digital Growth Perspectives
Explore insights on digital growth, revenue strategy, customer experience, marketing, AI, and digital transformation for banks, credit unions, RIAs, trust companies, and specialty financial services organizations.
Smart Marketing When Budgets Get Tight
When economic uncertainty looms, most businesses reach for the marketing budget scissors. We’ve seen this pattern repeatedly, and it’s one of the costliest mistakes small businesses make. The…
Beyond Data: The Art of Strategic Customer Listening
Technology has transformed how businesses gather customer feedback. For smaller institutions, this shift levels the playing field in ways we’ve never seen before. In my 25+ years in marketing, I’ve…
Why Gen Z Trusts TikTok Over Financial Experts
When I learned that 70% of Gen Z is influenced by financial trends they discover online compared to only 27% of Gen X, I wasn’t surprised. The newer generation has grown up with social media as their…
Banking Giants Reshape Small Business Opportunities
I’ve watched the Capital One-Discover merger with growing concern. Two major financial players consolidating means fewer choices for consumers and small businesses alike. This $35 billion deal…
From Keywords to Conversations: The AEO Revolution
The website click is dying. For decades, marketing success meant ranking high on Google, getting clicks, and controlling what happens next. That world is vanishing before our eyes. I’ve watched this…
Banking’s Digital Transformation: Beyond Branch Closures
TD Bank’s recent announcement to close 38 branches across 10 states reveals something most banking executives won’t admit publicly: maintaining physical branches has become an inefficient use of…