How Insurance Agencies Can Earn & Maintain Customer Trust

If you do a quick search of almost any insurance website or marketing piece, you will find the word “trust” in prominent use.  It has proven a valuable word in identifying the north star that the industry, and those who work in it, are pointed towards. It can also be the hardest thing to secure … Continued

FAQs About Financial Services Customer Communication Management

FAQs About Financial Services Customer Communication Management Are you curious how Customer Communication Management (CCM) can enhance the creation, organization, and delivery of outbound communications, including personalized customer communications?  Do you have questions about the role of CCM in business communication for financial services? How can AI impact and enhance efforts to connect with customers? … Continued

Presenting the Future of Credit Union Advocacy: CUNA GAC 2024

The Governmental Affairs Conference In March of 2024, credit union advocates from across the nation will gather in Washington, D.C. for the Governmental Affairs Conference, scheduled to run from March 3rd through 7th at the Walter E. Washington Convention Center. This riveting event is expected to be one of the largest credit union advocacy events … Continued

Cracking the Code of Technology-Resistant Insurance Customers

Cracking the Code of Technology-Resistant Insurance Customers   Technology has unlocked innovation and opportunity in so many areas of modern life, including in the insurance industry.  What seemed impossible or even unimaginable just a few short years ago has given way to wonder and excitement around the potential of digital answers to real-world challenges. The … Continued

The Importance of Color in Branding

The Fundamentals of Branding and Why They Matter Branding is essential to making your business stand out as a unique and recognizable entity. It not only helps cement yourself in the minds of your customers and clients, but it can also help you manage how your financial institution is perceived by the outside world, with … Continued

#Finfluencing 101: Understanding and Integrating Influencer Marketing in the Financial Services Industry

Have you seen an uptick lately in the number of members asking about high-yield savings accounts? Does it seem more than coincidental? Do you recognize the name Tori Dunlap? Your clients just might. If you Googled her, you’d find she has over 1.5 million followers on TikTok and 40 thousand on Instagram through her brand … Continued

Navigating Compliance and Empathy: Writing Effective Compliance Communications in Mortgage Lending

Navigating Compliance and Empathy: Writing Effective Compliance Communications in Mortgage Lending   The delicate balance between regulation and customer satisfaction has proven a challenge for many mortgage lenders.  Effective compliance communications have traditionally been viewed from the standpoint of adherence to legal requirements, with less concern for ensuring they don’t veer off toward being impersonal, … Continued