Marketing

NASAA's proposal would align state laws with the SEC's marketing rule, eliminating concerns advisors have about running afoul of more local laws as they accept testimonials and reviews.

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.

After Silicon Valley Bank collapsed in 2023, its remains were acquired by First Citizens Bancshares, which kept using the failed bank's name and logo. At the end of 2026, that's coming to an end.

Four years ago, the Detroit-based auto lender made a pledge to support men's and women's sports with equal advertising dollars. It's reached that goal a year ahead of schedule — and it's not stopping there.

The card brand introduced tech for businesses to tap agentic AI, while Revolut counters Italy's accusations of inaccurate marketing. That and more in the American Banker global payments and fintech roundup.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

While San Francisco had the biggest improvement in affordability for prices today versus 2019, Hartford remains in a very deep freeze, First American said.

The 30-year fixed mortgage has increased by 40 basis points since February, while the 15-year is 14 basis points lower than a year ago, Freddie Mac reported.

The company dropped the broker channel just months after Frank Martell became CEO; now that Anthony Hsieh is running things again, LoanDepot brought it back.

With the likes of Amex and JPMorganChase upgrading card perks, BofA is expanding no-fee access to more customers and products and adding incentives.

In tests, generative AI models gave different answers to questions about banks, and those answers changed as users added new prompts.

Some observers say changes to MSR risk-weighting would have limited near-term impact and are unlikely to prompt banks to rush back.

In the 11 months after Fifth Third completes its acquisition of Comerica, the Cincinnati bank plans to send 13 million-to-14 million pieces of paper mail to retail customers. CEO Tim Spence says the old-fashioned method "still works," and actually has some advantages over more modern modes of communication.

The 81-year-old Metamora State Bank renamed itself Bank419 to better align its brand with its business after years of regional expansion.

Community banks are always looking for ways to expand local engagement. But for some banks, sponsoring disc golf courses, clubs and events offers a relatively inexpensive way to boost their profile among a very loyal customer base.

It's not just Capital One Cafés; banks all over the country are repurposing branches and offices. Marketing experts call it innovative, but critics say some lenders are crossing a legal boundary between banking and commerce.

Early Warning's online checkout tool signed a multi-year partnership with NYCFC to be the official online checkout and digital wallet of the Major League Soccer franchise and a founding partner of its forthcoming stadium, Etihad Park.

Bank of America was the leader in this study, with Rocket as the only nonbank mortgage lender which got a score higher than the industry average.

The Montreal-based bank brought its earned media value up to $1 million by building an internal system for employees to share social posts about BMO.

While Rocket increased 15 points, it slipped to 11th overall as other mortgage lenders had higher customer service score growth, J.D, Power said.