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Bank of America's New Fee Plan

Bank of America needs to recover lost interchange and fee revenue, but are new fees really the best answer?read more

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Legacy Technology—It’s Time to Re-vamp Core Systems

If you have it, you know it’s a problem, and if you don’t your customers are probably more satisfied—I’m talking about old, outdated legacy technology.  Financial Institutions are at a major...

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The Hidden Value of Financial Advising

It’s no secret that banks and credit unions are looking for revenue sources. Cross-sell is a top priority in 2012 with financial institution managers and marketers dreaming of auto loans, mortgages,...

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Who's the Competition?

“Who are your competitors?” I’ve been asked this question by potential clients, friends, and colleagues. It is a seemingly easy question, but the answer is far less direct than you might expect....

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New Banking Regulations will Change FI Sales Culture

Discussions of new regulations for banks and credit unions are huge right now. I’ll be honest and admit that I don’t know all the details about the proposals being made, but I know that banks aren’t...

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Online Interaction is the Future, and Personalization is the Key

There is a whole lot of noise being made about the best marketing tactics for financial institutions. The general consensus seems to be: get personal! Sean McDonald even titled his article, Marketing:...

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Three Online Banking Stats and How They'll Affect Your FI

There has been a lot of debate about the usefulness of the branch bank recently. Although branch locations cost quite a bit for banks to operate, I think the banks are far less willing to see them go...

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Introducing Micronotes Cross-Sell™

Pretend you’re at a meet and greet when someone introduces themselves as John David Robertson from Newport Beach, Rhode Island, with a PHD in mechanical engineering who now specializes in computational...

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Use Tech to Boost, Not Bypass Customer Relationships

Suze Orman took the stage at the Money2020 conference in Las Vegas this week and admonished 70% of the crowd first for failing to take care of their own financial affairs (e.g. "Stand up only if you...

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What Do The Gun and Bank Debates Have In Common?

Both have obvious solutions that are “hard to get done.” read more

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One Institution Introduces Popmoney

What’s easy, fast, secure, and costs $1?read more

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Solving the Engagement Problem to Deepen Relationships

In 6 months we interviewed 20% of our customer’s online banking population. Below are the high level conclusions.Customers want:read more

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