Trends: Financial Services

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Money in 2018: The economy’s up, but we’re not buying it.

If we were to sum up in one word the way people are feeling about money going into the new year, that word would be “nervous.” The current administration came into office vowing to repeal the Affordab … Read more

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Weekly Recap – December 1, 2017

We’re still full from Thanksgiving, but when we’re ready to start cooking again, you’ll find us shopping for these brands that are disrupting the grocery industry. Transparency, customization and auth … Read more

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Weekly Recap – November 17, 2017

It’s science. Spreading kindness improves your well-being. Kind, kinder and kindest. This Chrome extension lets you moderate your social media. Gens X, Y and Z love giving back. Not surprisingly, this … Read more

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Talk finance to me: how to market your financial brand to women.

Marketing is not a one size fits all proposition. Especially when it comes to financial services. According to a 2013 Allianz survey, 54 percent of women believe that the financial services industry i … Read more

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Weekly Recap – November 10, 2017

Strange Mode. Some Lyft users found themselves on spooky, Stranger Things-inspired rides. Five spice girls. Six guys named Herb. KFC hints at secret recipe and rewards the Twitter user who notices. To … Read more

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Financial insecurity is making Millennials postpone marriage.

If you wanted to marry the love of your life, how much would it cost you? Probably a lot more than you’d think. Of course, everyone’s dream wedding is different, which means no grand total is the same … Read more

Marketing Statement – Fourth Quarter 2017

Blissfully ignorant. That’s one way to describe the financial state of Millennials as they head down the aisle today. Many know little or nothing about their partner’s spending habits, according to a … Read more

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Before the big day, fiancées aren’t talking finances.

Picture this. You’re standing at an alter in front of your family and friends. You’re vowing to love someone in sickness and in health. For better or for worse. For richer or for poorer. Yet… you have … Read more

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Customer loyalty is a long, winding road. Ask a banker.

Bank customers of all ages want financial tech and branches, too. This according to the ForeSee Experience Index (FXI): 2017 Banking Report (and the construction of new branches everywhere). To discov … Read more

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To manage joint finances, couples consider mobile apps.

After nine years of dating, it’s safe to say I tell my fiancée everything. And while I’m sure there are comments and conversations he wishes I would hold back, I see the value in being open and honest … Read more

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