‘Say goodbye to these relics’: Ally’s new campaign positions going to the bank as a thing of the past

Designing new products, Member Exclusive, The Customer Effect

Gen Z’s new financial playbook: Not just digital, but guided

• The old financial services formula of early capture, single-product selling, and assumed lifetime loyalty is beginning to crack.
• This shift is giving rise to a new form of financial trust among Gen Z, combining digital ease with real-world guidance.

Designing new products, Modern Marketing

The tri-fold strategy: How Intuit Credit Karma is turning UX, marketing, and product into Gen Z’s financial on-ramp

• Gen Z wants smooth tech and financial tools that feel like guidance, not grind. Their expectations are forcing platforms to reimagine every layer of the experience -- and Credit Karma is already on it.
• The company is reengineering its product experience – from UX to AI-driven personalization to cultural marketing – to meet this generation where their financial story begins.

CMO Corner, Modern Marketing

CMO Corner: “People always say that between speed, quality, and price, you can’t have all three, you can only pick two. My goal is to break that idea,” ft. Public’s Zach Dioneda

• While other investing platforms use gamification, Public is taking a different approach.
• Zach Dioneda, Public's VP of Marketing, discusses how they're using podcasts, brand content, and celebrity partnerships to build trust and promote educated investing.

Getting customers to act, Modern Marketing

CMO Corner: Acorns’ Kasia Leyden on how the firm is driving consumer action through warmth and education

• Welcome to our new special edition series "CMO Corner". In the spotlight today is Kasia Leyden, CMO at Acorns.
• Leyden explains Acorns' unique communication strategy, its success in capturing customer attention amid market saturation, and how educational content strengthens customer relationships.

CMO Corner, Modern Marketing

CMO Corner: How Greenlight’s Sushil Sharma balances, partnership, engagement, and reach in the path to profitability

• Welcome to our new special edition series "CMO Corner". In the spotlight today is Sushil Sharma, who serves as both Chief Marketing Officer and Chief Product Officer at Greenlight.
• This article explores Greenlight's strategies for marketing to multiple generations within families, their approach to balancing B2C and B2B2C growth models, and how they're adapting engagement tactics for shorter attention spans while building meaningful partnerships that drive business outcomes.