Trends: Financial Services

Patients increasingly want the same level of customer service at the hospital that they get at the Genius Bar, according to McKinsey & Company research. Respondents said that great customer servic … Read article

From year to year, most insurance products stay the same, but there’s one thing that does change: The way they’re marketed. What does 2017 have in store? Let’s take a look at the trends. Social m … Read article

Just in time for the holidays, GiftOfCollege.com presents the gift that truly keeps on giving in convenient gift card form. Grandparents take heed. You guessed it—plastic 529 gift cards that let peopl … Read article

Look who’s talking money now. Gen We is growing up and growing into bank accounts, credit cards and student loans. They’re approaching finances with eyes wide open, taking a decidedly sophisticated ap … Read article

Is it us, or does Gen We rhyme with money? According to CEB Iconoculture research, Gen We encompasses kids up to age 18 (born between 1996 and 2016) and has distinct and unique attitudes when it comes … Read article

Yes. No. Maybe. Well, it’s complicated. What’s the deal with Millennials and credit cards? Here are four things financial marketers should know: Only a third of Millennials have credit cards. Unlike t … Read article

You can take the consumer out of the Great Recession, but you can’t take the Great Recession out of the consumer. What does mean for your financial brand? It’s time to get creative. Like doling out in … Read article

“There’s a coupon for that.” Not only does this phrase seem to permeate conversation when talking about upcoming purchases, but it has turned into a financial mindset. Consumers may be out of the Grea … Read article

Nonsmokers and seat-belt wearers can get a break on insurance. So can people with healthy BMI, blood pressure and cholesterol levels. So, why not go deeper and reward consumers for the tactics they us … Read article

What do you think of when you hear the word “Millennial?” While some believe this cohort is “carefree,” “entitled” or “selfish,” some are shaking this notion altogether when it comes to this cohort’s … Read article