Banks’ Social Media Challenges

I had the chance to participate on a SMB Boston panel last week on Driving Business Value Through Social within Financial and Regulated Environments, which I think was just a fancy way of saying “social media in financial services.” The main message of my presentation: Financial institutions should integrate social media approaches into their marketing and customer service…

What Do We Need Marketing For?

In my (very glamorous, high-profile) job as an industry analyst, I’m supposed to be on top of industry trends and happenings. For other analysts, that means talking to a lot of people. Ugh. Mr. Cranky doesn’t like talking to people.  So I’ve planted listening devices in the offices of leading financial services execs to hear…

Bank Transfer Day Needs A New Name

Bank Transfer Day is a gawdawful name. I saw one CU person’s tweet alluding to it as BTD. Ugh. What the hell does it mean? Transfer your money from one bank account to another? Yes, I know full well it’s about moving your money OUT OF a bank (and into a credit union).  But how is…