Building Deposits (and a Healthy Bank)
Banks across the nation are rushing to gather deposits to fund lending. There’s a feeding frenzy of CDs, Money Markets and DDAs. Rates, terms, repricing!? It’s all bit much. Let Josh guide you through some easy steps to focus to build deposits—and a longer lasting strategy.
10 Reasons Your Community Bank isn’t Beating the Competition
Do you ever feel like your bank’s growth is stalled? Josh has researched this problem across the nation and boiled it down to 10 key factors. Are you guilty of one (or more) of these cardinal sins?
Winning the Big Battle: Connect with Clients via Understanding
Nike and Coke have it easy. Consumers understand their role in buying a soft drink or a pair of shoes. But they’re confused as hell what role they play in choosing a bank. Study with Josh to unlock the secret to connecting with clients.
High Tech or High Touch? Innovation’s Role at Your Bank.
The two most common strengths self-identified in banks: our service and our people. We don’t want artificial flavors, colors or ingredients, so why are we fighting for Artificial Intelligence and Chatbots? Josh give several factors to consider in your next tech investment.
The State of Banking and the Near Future
Your bank is anywhere from 10 to 20 years behind national brands when it comes to marketing. Don’t worry. It’s actually good news. Learn how to take leverage the innovation gap to maintain a low risk profile and emerge victorious.
Merger Smerger — Maintaining Sanity During Acquisition
When the applause clears following a merger announcement, the real work is left to be done. Where do you start in communicating to clients who didn’t ask for a bank change? Explore five tips to win while onboarding an acquired bank.
How to Build a Marketing Plan and Budget
Sound a little too simple? We hear about trend after trend at each new conference. Bank marketers don’t know which trend to chase, yet the number one fear for bank marketers is foundational: budgeting. Learn how to build a solid marketing plan, budget around it, and track results.
Taking a Byte out of Digital Marketing
You know you’re missing a large segment of your audience by lagging on digital marketing. Josh leads you through an easy-to-follow path that makes digital marketing more accessible for the first-timers and enhances strategy for those who’ve taken the dip already. From geotargeting to digital display, upgrade your marketing.
Online Account Opening
A primer on how to kickstart the future of your bank. You’ll learn best practices around customer attraction, lead capture, onboarding, and nurturing. You can’t ignore this portion of the industry for long.
The Truth About Millennials (and the other generations)
Wait. There’s another generation? When did GenZ start mattering? But what about Boomers? Don’t worry. Josh will guide you through each of these generations and help you connect with each.