The Financial Brand 2015 Marketing Survey

blogginI’m collaborating with The Financial Brand to look at the state of bank and credit union marketing for 2015. Respondents who complete the survey by December 31, 2014 will receive two reports, one on marketing trends in the retail banking sector, and one either on mobile marketing trends in banking or marketing analytics in banking. Please help by filling out the survey.

Bankers’ Data-Driven Delusions

blogginIf you think banks aren’t “data-driven,” then try the following: Ask for a mortgage, but refuse to provide any information that would enable the bank to figure out your credit score or credit history. Ask the bank to decide on your loan-worthiness based on their “gut” reaction. Do this especially if you belong to a group considered to be a “minority.”