‘We’ll see more innovative storytelling tactics’: 2021’s biggest marketing trends in financial services

Modern Marketing, Partner

Why e-commerce brands have the processes but lack the resources to execute personalization programs

• Over the next five years, businesses that excel at creating tailored experiences and communications stand to capture $2 trillion in revenue.
• Despite recognizing personalization's value, only 50% of organizations have established dedicated personalization teams with proper expertise. Learn how businesses can realize topline benefits from finetuning their personalization programs across four key dimensions: culture, resources, processes, and effectiveness.

Artificial Intelligence, Innovation, Lending, Modern Marketing

How Credit Unions are empowering their lending and marketing teams with Gen AI

• Today's micro case studies focus on two CUs: First, how Commonwealth Credit Union is using Gen AI to improve lending intelligence. And secondly, how Duke University Federal Credit Union is using the tech for enhanced marketing content creation.
• Both case studies show us how limited resources and budgets are driving small CUs towards Gen AI adoption.

Modern Marketing

“We’ve been inventing new possibilities in finance for over 12 years, it was time to reinvent ourselves”: Plaid’s Heads of Creative and Design break down the firm’s recent rebrand

• Plaid's growth has served as a catalyst for the firm's recent rebrand. The new look showcases their expanded capabilities, reach businesses beyond fintech, and forge stronger connections with both B2B and B2C customers.
• In their rebrand, Plaid maintained their recognizable logo but updated most visual touchpoints by incorporating elements inspired by paper money and historical figures like Benjamin Franklin and Abraham Lincoln.

Modern Marketing, Payments

From safe blue to citrus green: How Wise rebranded to an identity that is exciting and good for its bottom line

• Rebrands are difficult but when done right they can deeply impact how firm's communicate their identities and value to their audiences as well as improve the bottom line by deepening recognition and connection with customers.
• Explore why Wise decided to rebrand, what the firm changed, and how it rallied its teams to reach the branding finish line.

Designing new products, Future of Investing, Modern Marketing, The Quarterly Review

The Quarterly Review: How Acorns’ CFO Seth Wunder turns insights from market research into products and brand awareness

• In this edition, we check back in with Acorns' Seth Wunder about how his plans to distill market research done by the firm into product development panned out.
• Wunder breaks down how the firm has been enhancing its current product suite by focusing on GoHenry, and shares plans to release a new app for its Acorns Early product.