Author Archive

Read outside the lines

December 19, 2013

My Holiday Gift to You: How to Filter Digital Media Content I love digital media. As one who makes a living helping financial institutions marshal their marketing power, I’d be a fool not to. Even so, digital media are a mixed blessing. They put mass audiences, once the exclusive province of the moneyed, within the […]

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Sloganitis

November 20, 2013

Thoughts looking forward to the 2014 Financial Brand Forum In my current article for The Financial Brand (you should read it—click here), I touched on a disease I call sloganitis—a condition in which the afflicted comes up with a slogan and mistakes it for a brand. I thought I’d talk a little more about that […]

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Making your app

one of the six …

November 6, 2013

… and not one of the 26 Senior Direct Marketing News writer Al Urbanski reports interesting findings from a recent LoyaltyOne and Northwestern University study. It seems that, on average, smartphone and tablet users sport some 26 to 29 apps, respectively. (That’s all? They should see my phone and tablet.) Yet the average user accesses […]

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one of the six …

Branding a Bank for the Rising Generation

October 31, 2013

A Peek Inside the Brainstorming Session Here’s a macabre thought to start your day: Older customers will die sooner than younger ones. It’s a fact of life that has many a financial institution concerned. Rightly so. I wouldn’t dream of suggesting that bankers’ concern is only for the bottom line. Surely many wish their customers […]

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A Most Promising Mess

October 24, 2013

When mine eyes behold what technology hath wrought upon today’s financial services industry, I cannot help but breathlessly marvel aloud, “What a mess.” Ah, but a promising mess it is. Estimote and JingIt want to feed product and pricing information to customers at point-of-sale while simultaneously feeding customer data back to merchants. PayPal Beacon promises […]

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