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From digital assistants and new branching strategies to revamped hiring processes and improved cybersecurity, these are the winners of the 2018 Best Practices Awards.
November 21 -
It started with financial literacy classes, but now Chelsea Groton Bank in Connecticut is offering crafts and other so-called lifestyle courses, all in an effort to connect with the public and drive traffic to its branches.
November 20 -
Patelco Credit Union wanted to boost membership so it launched a referral program that help add more than 3,000 members in less than three months.
November 20 -
The new promotion illustrates how banks are going beyond traditional advertising as they try to find something that customers will share on their own.
November 20 -
A new partnership from one of Silicon Valley’s biggest credit unions aims to offer additional lifestyle perks to members.
November 16 -
After a previous campaign netted disappointing results, management narrowed the time frame and upped the advertising for bigger, better results.
November 15 -
The Federal Trade Commission, which issued a formal complaint against SoFi, is urging other lenders to review their advertisements for false claims about the benefits of refinancing.
October 29 -
Executives offer support to lift investment bankers’ morale; retailer’s move from Synchrony Financial could force card issuers to make concessions.
October 25 -
Ballinger National Bank would be renamed Keystone Bank and its headquarters would move to an Austin suburb.
October 24 -
The change comes two months after the bank was spun off from its Venezuelan parent company.
October 24 -
Now known as Inclusiv, the name change also brings several high-profile programs under one umbrella.
October 23 -
The regional bank is putting its corporate stamp on branches in the two states.
October 3 -
Hamlin caught the attention of the bank's senior leaders when she oversaw the successful launch of a checking product. Now she sits at the center of every major marketing initiative.
September 26 -
At Beth Johnson's insistence, the bank built an analytics platform that can anticipate customers' needs. It's an investment that is paying off in big ways.
September 26 -
Beth Johnson, who has risen over three decades to become chief marketing officer and head of virtual channels at Citizens Bank, has advanced by looking for opportunities rather than maintaining a fixed idea of where to go.
September 23 -
As Monique Herena sees it, financial firms and investors are bypassing huge opportunities by failing to invest in industries that could increase economic opportunity for women across the globe.
September 23 -
Hannah Grove has made it her goal to make State Street's leaders better at storytelling, launching a two-day event that features TED-style talks with execs as well as influential names in fintech.
September 23 -
This year, Kate Quinn, U.S. Bank's chief administrative officer, put the bank's brand in the national spotlight, launching a social media campaign and overseeing a marketing blitz during the Super Bowl.
September 23 -
Julie Demarigny will be in charge of mobile and online strategies at the San Francisco bank.
September 18 -
Ellie Mae EVP Joe Tyrrell talks customer acquisition strategy. Crafting a personalized consumer experience, he says, starts with data.
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