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Subscribing to simplification at the expense of nuance is hugely counter-productive, and will alienate both existing and potential customers, writes Elina Mattila, executive director at Mobey Forum.
June 12
Mobey Forum -
Millennials may be the largest demographic in America today, but one marketing expert says credit unions who ignore older potential borrowers do so at their own peril.
June 11 -
Comprehensive analysis of the banking industry's first big legislative victory since the crisis; lawsuits target banks with websites in violation of the Americans with Disabilities Act; what a homegrown app for millennials has to teach Wells Fargo; and more from this week's most-read stories.
May 25 -
The bank found that mixing personal finance management with positive reinforcement allowed it to appeal to younger customers.
May 22 -
Envestnet's aggregator rolls out PFM features meant to appeal to younger clients — and links to Alexa.
May 17 -
There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.
May 16 -
If an organization can’t evolve to create the level of customer experience expected, someone else will, writes Jay King, president of financial services for Alorica.
May 14
Alorica -
Millennials view the ATM as central to how they manage their money and go about their daily lives, writes Yonas Marcos, president and CEO of Star Financial Services.
May 9
Star Financial Services -
Nymbus is offering its bank clients a service to create a digital brand under their existing charter in as little as 90 days.
April 25 -
BMO Wealth Management aims to modernize its investment service and give advisers better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.
April 6 -
Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.
March 28 -
Offering simple financial guidance is a great way for community banks to connect with younger consumers.
March 27
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Small institutions need to rethink their approach to younger employees, giving them more opportunities and responsibilities — and borrowing from their digital know-how.
March 22
Q2 -
One fintech has a new twist on gamification — tie savings contributions to achievement in the most popular games.
March 20 -
An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.
March 12 -
Shortly after taking the job, Federal Reserve Chairman Jerome Powell highlighted the need to communicate monetary policy better. He could learn a thing or two from central bank with the most Twitter followers.
March 12 -
The tech giant is reportedly in talks with JP Morgan Chase and Capital One about creating a checking account product, and two analysts say that could create major challenges for credit unions.
March 9 -
To attract new customers, banks are getting rid of the paper-based payments process between builders and subcontractors.
March 2 -
Quicken Loans, Citizens Bank and Better Mortgage are refinancing loans using Airbnb income as part of a pilot project with Fannie Mae.
February 9 -
Digital alerts for clients aren't new, but they can still provide small banks a platform to reach new markets and appeal to younger clients.
January 25












