Results include
- 1 Webpages
- 19 BID Newsletters
Webpages
May 18, 2023
Read the latest banking news, trends, facts, and opinions focused on issues vital to community financial institutions.
Oct 5, 2023
Your institution’s social media channels aren’t just for marketing purposes: more customers are using them to ask questions and seek help regarding account issues. We discuss the best ways to handle customer service and support via social media.
May 11, 2023
Social media and self-service tools that let customers access and move money both played a role in recent bank failures. While these types of technology are important parts of any CFI’s toolkit, they also add risk for organizations. We provide five tips to help manage these risks.
Jun 29, 2022
With social media platforms constantly altering their algorithms, CFIs can find true value moving beyond free content on social media channels. To boost your brand recognition, consider developing a budget for social media advertising. We will share a few things to consider to help navigate and execute more effective social media that reaches your target groups.
Aug 16, 2023
Are you a new lender who needs to build your base of potential clients? Networking at local events or on social media can be daunting, but there are ways to make it less so — and even fun and satisfying in the process.
Mar 17, 2023
TikTok is more than just a site filled with entertaining videos. It has also become a go-to source of financial advice for younger consumers. We provide five tips on how to leverage this social media platform to connect with Gen Z.
Aug 16, 2022
As the world’s attention span increasingly diminishes, microcasts — mini-podcasts — have become a popular and effective way of marketing to customers . These short audio segments can drive your SEO rankings and social media following while helping establish your CFI as an industry expert.
Apr 15, 2024
We talk about the need for CFIs to have a quality digital onboarding process. But what exactly makes an onboarding process convenient, and how does it impact the overall customer experience? We explain the qualities a CFI needs in its onboarding process to compete successfully for new customers and keep existing ones.
Mar 26, 2024
Small business customers have no shortage of financial service options, from traditional banks to fintech offerings. Fostering loyalty among this group not only requires providing them with added value, but with the sense that your CFI understands their individual businesses and their unique needs.
Jan 24, 2024
Economists are predicting a downturn in consumer spending this year along with a slowing economy. We discuss strategies CFIs can use to prepare themselves and their small business customers for the impact.
Nov 30, 2023
What exactly does Gen Z want from CFIs? We delve into some specific products and services that the generation now reaching adulthood wants most, and the future is digital.
Oct 31, 2023
As CFIs strive to make greater inroads with younger generations, both as customers and employees, a Gen Z advisory board may be the key to gaining the critical insight necessary to do so in the most effective way. We provide examples of businesses that have implemented this strategy and how it could help your organization.
Oct 26, 2023
Autorenewals and hidden language within contracts aren’t just a headache for consumers — they exist within the third-party relationships that CFIs have as well. Taking the time to review outdated contracts and redundancies within all aspects of your organization can lead to significant savings and a better overall service experience for your customers.
Oct 19, 2023
Financial literacy that is well thought out, touches on relevant topics, and is readily accessible can be a valuable tool to help you attract new customers and cement relationships with existing ones. We provide tips on how to revamp your financial literacy offerings for businesses and consumers.
Sep 26, 2023
Voice of the customer programs are getting ever more sophisticated, particularly with the aid of AI-powered analytics. We delve into the technical details that would be involved with implementing such programs.
Aug 7, 2023
Colleges are often a key economic driver for their surrounding towns and cities because they attract spending power, encourage innovation, and drive demand. We explore these drivers and discuss some of the opportunities available for CFIs in college towns.
Jul 24, 2023
As phishing attempts constantly evolve, CFIs must train their employees to keep up, such as regularly testing employees through simulated fake phishing campaigns. We share additional tips to help you develop the most effective cybersecurity training program you can to minimize these threats.
Jun 12, 2023
Artificial intelligence is taking voice recognition capabilities to new levels, creating multiple applications for financial institutions — both added conveniences for customers and enhanced security. Before embracing AI-backed voice software, however, financial institutions should be aware of the security risks they can create.
Jun 1, 2023
Following recent bank failures, there is a sense of unease in the industry and depositors may have concerns about the reliability of their institutions. We share four strategies CFIs can use to effectively communicate with their customers and alleviate their fears.
May 17, 2023
The business case for hiring staff from diverse socioeconomic backgrounds is strong, both for institutions and the wider community. While many CFIs have a track record of championing diversity, equity, and inclusion in terms of race and gender, we consider what they can do to bolster their efforts in this often-forgotten area.