“Generation I” Seeks Advice, Guidance

June 15th, 2021|

Many first-time investors – of all ages – came into the market in 2020 flush with stimulus cash and seeking higher returns. Some have chased GameStop, crypto currencies, and other YOLO investing choices, tempted by fast returns but setting themselves up to pay the price with an even faster reckoning. These new investors, which Schwab dubbed “Generation I(nvestor)” in […]

  • Spanish Language Financial Tools

Does Your Website Speak ESPAÑOL?

February 8th, 2021|

These days, a Spanish-language website is more of a necessity than ever before. Several large financial institutions announced significant initiatives last year to provide economic opportunity and affordable housing to under-served communities, especially the Black and Latino communities.

Furthermore, according to a Pew Research Center analysis of new U.S. Census Bureau population estimates, the number of Hispanics reached a record 60.6 […]

  • Increasing Bank Revenue

In Pursuit of Revenue

February 7th, 2021|

In December, McKinsey & Company’s Global Banking Annual Review observed that the coming challenges to the banking industry due to COVID will be presented in two stages. In the first stage, banks and credit unions will have to work through credit losses related to business failures and consumer bankruptcies. While this will be challenging, the banking system in the […]

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Getting The Best Return From Your SEO Investment

February 6th, 2021|

Organic search results are one of the best ways to drive traffic to your site, improve brand awareness, and drive new account openings. This is especially true as more and more consumers live a digital-first life. Improving ranking in search engines (search engine optimization or SEO) has often been cast as a ‘mysterious art’ involving special incantations and secrets known […]

Rate Drop Creates Tidal Wave of Inbound Mortgage Customers

November 24th, 2020|

Lower rates are often good news for fee income, as it spurs new home buying and a wave of refinancing. However, this time it’s different: lending standards are tighter, the branch network is not operating at full capacity, and MLO teams are working remotely. With nowhere to go, new customers are crashing the contact center and experiencing inordinately long […]

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Are You Receiving Maximum SEO Credit?

October 12th, 2020|

While you always receive full search engine optimization (SEO) credit for all Leadfusion solutions integrated into your website or other searchable digital properties, your implementation strategy may be preventing you from achieving higher SEO scores. Higher scores improve organic search traffic, supplement paid search advertising, increase brand credibility in the digital domain, and help to establish your FI’s digital channel […]

Retail Banking Without Branches: 7 Critical Elements of the New Reality

May 15th, 2020|

In the blink of an eye the world of retail banking has changed. Traditional branch banking, long a pillar of the sales strategy for financial institutions, has all but disappeared. Furthermore, consumer habits and behavior have permanently changed. When the current health crisis is finally behind us, we will not be returning to the high-touch world of the recent […]

Financial Website Design for a Digital-First Era

April 7th, 2020|

We recently launched two new demonstration platforms – trustebank.com and trustecu.org – that bring many of best design principles to life. Let us show you how to quickly pivot to a P2P relationship from your digital self-service branch, create new digital journeys that sell, and compete in the world of digital-first. To request a guided tour, please contact your account […]

“ZMOT” and Financial Services

November 24th, 2019|

In 2011, Google introduced Zero Moment of Truth, or ZMOT, which described, “a revolution in the way consumers search for information online and make decisions about brands.” Google argued for being present at the exact moment a consumer had a need to fulfill. The approach seemed to follow Woody Allen’s advice: “showing up is 80% of life.” Of course, because […]

Did You Know? – Guided Selling® Streamline Mode

September 26th, 2019|

While most customers or prospects visiting your website need help in determining the right product for their needs, a certain segment know exactly what they want and are seeking a quick pricing estimate. For this audience, consider using Guided Selling in streamline mode – a single page experience that presents personalized rate and payment information on product pages. Contact your […]

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