A 2024 online survey conducted by Jack Henry™ of 127 bank and credit union CEOs with assets ranging from under $500 million to more than $10 billion highlighted the need for fraud prevention and mitigation. According to the “2024 Strategy Benchmark” report, check...
Every one of Beratung Advisors’ clients go through its 6-step Financial Planning process. The process, which is succinctly outlined on its website, every aspect of a client’s financial picture is reviewed and presented so that they understand the dynamics. In the...
The financial planning services at The Monitor Group is a highly personalized process complemented by a genuine interest in protecting its clients. The Rockville, Maryland firm’s annual retention rate is 99%, with many of its clients having been there for 10, 15 and...
Right now banks are highly focused on bringing in new customers and in many cases attracting new customers involves persuading them to switch from their current bank. This can be challenging, as people tend to stick with their banks, even if they’re not fully...
Obsession. Agility. Business acumen. Quick, when you think of the characteristics that define today’s financial marketers, how would you answer? Brock Pernice believes that if you are going to succeed in today’s fast-paced financial landscape where...
In a recent study of the financial sector conducted by Monotype with CITE research, 49% of consumers said trust is the most important factor when choosing a financial institution. You think financial marketers aren’t listening. The same study showed that 46% of...
