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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.

Inside Marketing: 4 Social Media Channels To Better Engage With Gen Zers And Millennials

Consistently sharing the right content on the right platform will boost credit unions’ education and membership efforts.

Credit unions have lost a lot of ground with Gen Z and millennials. Why? Mainly because the majority of young adults are not familiar with credit unions. According to a survey of more than 500 college students done by Zogo, 76% of respondents did not know what a credit union was. Those that do know are likely to believe that credit unions are less accessible and more complicated to sign up for than banks.

Inside Marketing: Are Neobanks Stealing Credit Unions’ Thunder?

Increased and high-quality competition on the digital banking front is now targeting specialized consumer bases. 

For decades, credit unions have set themselves apart from their bank competitors through focusing on superior levels of service to their membership, driven in large part by hyper-specialization in serving a particular professional, demographic or geographic membership base. Increasingly, however, banks—and so-called “neobanks,” in particular—have begun to shift their strategy to incorporate more of the credit union playbook into their own marketing and growth initiatives.

How Sales and Marketing Can Work Together to Create B2B Content for Fintechs

One of the most common roadblocks we face as B2B marketers is lack of alignment between sales and marketing. For fintechs to create a well-rounded content marketing program that truly supports company goals, the two disciplines must work together. Read on to find out how your sales and marketing teams can collaborate to create B2B content that drives meaningful results for your fintech.

Inside Marketing: Embracing Digital Tools To Revitalize Member Engagement


Leverage these five tools to create a positive lasting impression with your growing digital member base.

It’s no secret that the coronavirus pandemic has altered the ways in which businesses interact with consumers—many engagements have shifted to online and mobile channels to protect the health and safety of customers and employees alike.  According to data from McKinsey, we “vaulted five years forward in consumer and business digital adoption in a matter of around eight weeks” at the beginning of the pandemic. It is safe to say that digital will only continue to expand its reach, as reports predict that “nearly two-thirds of the global population will have internet access” and 70% will have mobile connectivity by 2023.

Building Fintech Brand Authority Through Earned and Owned Media

Owned media includes anything that is produced and housed on the company’s own channels, including its website, emails or social media platforms. Typically, this encompasses all content marketing activities. Owned media is not only crucial for SEO, it also helps position the company as a helpful resource. Companies have complete control over their owned media, enabling them to pivot quickly to create content about trending topics or emerging pain points.

3 Crucial Elements of a Successful Content Marketing Program (and how to get started for free!)

Before diving into a content marketing program, it’s wise to lay the right foundation. Even if you’re crafting high-quality, relevant content, you’re unlikely to get very far without a well-maintained contact database, lead capturing technology, and robust reporting.

Read on to learn more about these three crucial elements and find out how you can get started with email, forms, analytics, chatbots and advertising – all for free!

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5 Digital Ways to Connect with Prospects While Social Distancing

Building relationships with prospects is crucial for B2B companies selling robust financial services solutions and social distancing is having an significant impact on the sales practices that most are used to. In response, financial technology companies are finding that there are a host of digital tools they can use to continue building relationships in the absence of in-person meetings.

Inside Marketing: Top 3 Trends For 2020

Voice search, lead nurturing platforms and chatbots are top technologies for credit unions to watch.

Brand awareness and effective marketing are crucial elements of growth for every organization, including credit unions. But staying on top of the latest trends and strategies can be challenging, especially as consumer expectations and technologies evolve at lightning speeds.

5 Ways to Leverage Social Media as Part of Your 2020 Fintech Conference Strategy

Download the  2020 Trade Show Directory

Social media participation has evolved to become a necessary aspect of a successful fintech conference strategy. After all, why limit the impact of your attendance to fellow attendees when you can potentially reach exponentially more people online? While B2B companies have leveraged trade shows to increase visibility in their markets, generate leads, build relationships and establish themselves as leaders in their industry for many years, knowing exactly how to incorporate social media into the equation doesn’t always come naturally. Read on for 5 ways to leverage social media as part of your 2020 fintech conference strategy.

5 B2B Blogging Mistakes that Cost You Readers and Customers

In today’s digital landscape, consumers want to be educated first before making a purchasing decision, and one of the best ways to share your company’s expertise and build credibility with your prospects is to have a strong blogging strategy.  According to a recent Inbound Marketing Report, 81% of B2B companies use blogging as a content marketing tactic. However, there are a few important best practices companies overlook when developing content for their websites.

1. Not Choosing Relevant Topics

There’s so much going on in the financial services industry today. From data breaches, to new technologies and changing regulations, there are many topics to choose from to engage your readers. But before choosing a direction and title for a blog post, it’s important to understand your audience and define your buyer personas.

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