We want to share with you the trends we see in the financial services industry, including important events and media input. As an agency, our goal is to help you. That is why we also post our financial PR and Marketing best practices and opinion articles as a resource for your company.

Kerry Eagan

Recent Posts

Bankers as Buyers Highlights Data Management, Segmentation, Cybersecurity and CX

Technology has both enhanced and hindered the financial industry. While many institutions have used tech to modernize consumer experiences and streamline office processes, many institutions have fallen victim to “shiny object syndrome” and adopted solutions that have complicated their operations or simply don’t work as they should. 

Bankers as Buyers: APIs, Small Biz Banking and Real-time Payments

"Technology has made banking faster than ever before, and there's no going back to the slower pace of the past." – Suresh Renganathan, CTO for Teachers Federal Credit Union

Back By Popular Demand: 2023 Trade Show Directory

After a two-year hiatus of some shows and the introduction of virtual or hybrid models of others, we’re excited about the direction that events are headed in 2023.

INBOUND 2022: The Future of Marketing & Beyond

HubSpot’s INBOUND 2022 was back in person for the first time since the outbreak of the pandemic, and our marketing team was excited to travel to Boston for the conference. Joining approximately 10,000 other eager marketers in person (with an estimated 60,000 attending virtually) we experienced an electric atmosphere filled with continuous sessions, numerous HubSpot vendors and unlimited networking opportunities.

Inside Marketing: Maximizing ROI With Digital Branding

2 areas of consideration for enhancing your credit union’s digital presence in 2022

While the age of the average credit union member remains in the mid-40s, it is important to recognize that this age range is no longer held strongly by Gen X. Instead, the eldest millennials—otherwise known as the first digital natives—are turning 40 this year, and their expectations should not be taken lightly. A quick Google search paints a picture that has been discussed for years in the financial services industry related to these preferences: easy online account opening, a user-friendly mobile app and the ability to transfer between accounts seamlessly and instantly.

The Best of Modern Marketing: Lessons Learned from INBOUND 2021

HubSpot’s INBOUND 2021 Conference was an exciting three-day event where our team heard from some of the top industry leaders in marketing and business about current and future trends. Although still virtual, the insights and networking obtained from this experience mirrored the value of an in-person event. The sessions offered an understanding of topics ranging from email marketing, SEO, social media advertising and much more. Here are the key themes and takeaways from this year’s conference. 

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