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Modern Marketing

How The Points Guy became the industry’s best content marketing channel

It's not clear that content marketing efforts are effective or that millennials want a relationship beyond their financial products
The Points Guy offers digital investment startups a model for their own "financial education" or "financial literacy" ventures

Tanaya Macheel | October 02, 2017

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Modern Marketing

New social media channels like TikTok are largely unexplored by financial institutions, in today's story we dive into the why and how FIs can benefit from building a strategy for these channels.
The CBA's recent Credit Card Confidence campaign maybe a signal that FIs may start to leverage this channel more and to do this well they need to understand how to build content that is trustworthy, engaging, and have a strategy that measures success effectively.

Rabab Ahsan | October 15, 2024

Designing new products, Running an SMB, The Customer Effect

FIs have yet to build a strategy for the creator economy, and a big reason why are the differences between the needs of creators and the traditional customers that FIs are already quite skilled at serving.
Explore how FIs' reticence impacts creators and how these institutions can build a strategy for this segment.

Rabab Ahsan | October 01, 2024

Banking, Financial Education, Getting customers to act

Ally Bank is dialing into psychology to connect deeper with customers. Its Money Roots campaign encourages customers to explore the narratives they tell each other about money through free workshops.
It's an example of a campaign that brings customers into contact with the bank without feeling there are strings attached. We dive into how the campaign is built and what strategies it uses to rise above the noise.

Rabab Ahsan | September 03, 2024

The Customer Effect

This article explores how Kasheesh is addressing the changing dynamics of consumer credit behavior and payment strategies in the financial services industry.
CEO Sam Miller provides insights into emerging trends like the rise of Buy Now, Pay Later (BNPL) and AI-driven credit utilization tools, highlighting their impact on both consumers and traditional financial institutions.

Zachary Miller | August 30, 2024

Keys to growth, Modern Marketing, Partner, Podcasts

The US financial industry is due for a reckoning according to Suzy's CEO Matt Britton. Effects of the pandemic, AI, and change in consumers' relationship with their FIs are about to show.
In this episode, Britton zooms out and highlights the changes the industry can expect as a whole: How AI will reorder sectors like wealth management, and how BNPL and social media are impacting the consumers' relationship with their FIs.

Zachary Miller | August 27, 2024