Blog

By Devon Kinkead Large, unusual deposits are almost always life events. If your tech is already flagging them and booking banker meetings, you’re halfway there. The other half is how you design the work—so the right...

By Devon Kinkead In “Navigating Compliance Challenges in the Age of Data‑Driven Financial Marketing,” Alyssa Armor, VP Product, Financial Services at Vericast reminds financial marketers that the era of...

By Devon Kinkead Banks talk endlessly about personalization. They invest millions in analytics, algorithms, and dashboards designed to “know the customer.” Yet, as The Financial Brand recently pointed out...

By Devon Kinkead When Nelson Repenning, my former professor at MITSloan, business partner, and friend and Don Kieffer tell the Standard Chartered story in their new book, There’s Got to Be a Better Way, the...

By Devon Kinkead Introduction Banking futurists keep announcing the death of the branch. Yet, real data tells a more complicated story. Micronotes’ post-campaign analytics revealed that home equity loan...

By Devon Kinkead The numbers paint a stark picture for traditional financial institutions. According to recent research from Curinos, fintechs’ share of checking account openings grew by six percentage points...

By Devon Kinkead The shift in American retirement investing over the past two decades offers crucial strategic insights for community financial institutions. According to Parker et al.’s forthcoming Journal of...