Customer retention is more critical than ever for banks and credit unions, especially as acquiring new clients can cost significantly more than keeping existing ones. With 13% of retail banking customers likely to switch within two years and ongoing marketing challenges, financial institutions must take a strategic approach. This playbook outlines five proven customer retention strategies for banks to boost engagement, reduce churn, and increase customer lifetime value.

Most organizations don’t write marketing requests for proposals (RFPs) very often, and that’s understandable. When you do, it usually means your business is facing a moment of change. Whatever the reason, the goal is the same: to find the partner that can help you move your brand forward. However, sometimes that’s where the trouble starts.

Because most teams are unfamiliar with the RFP process, they often write documents that are too vague, too rigid, or too focused on the wrong things. In this edition of Plain Talk, we’ll share some practical steps to help you write better marketing RFPs—the kind that lead you to the right agency partner.

There was a time, not so long ago, when healthcare marketing meant making sure your hospital had a good billboard and your practice showed up on Google Maps. But those days are over. Today, healthcare decisions are shaped less by proximity and more by trust, experience, and emotional connection. Today’s patients aren’t just looking for care, they’re looking for care they can believe in. And that has changed everything. In this edition of Vital Signs, we’ll explore how the rules of modern patient engagement have changed, what healthcare marketers need to do differently, and why empathy, authenticity, and personalization aren’t just nice-to-haves anymore-they’re the price of entry

In this edition of Plain Talk, you’ll learn how to work more effectively with your marketing agency. We’ll go over how to kick things off with clarity, communicate without confusion, and build a partnership that gets better over time. On your mark, get set, let’s go!

From start-ups to mature companies, mom n’ pops to multinationals, every product or service should have a marketing strategy. While surprisingly there are many definitions of strategy (and tactics)—some good, some not so good, we can all agree that when marketing is working, there will come a time when your strategy will need to scale to keep your business ahead of competitors. In this edition of Plain Talk, we’ll dig into how marketing strategies must scale to support (and keep up with) your brand and, more importantly, how to recognize the signs when it is time for a change.

The level of effort that financial institutions place on developing engaging content has sky-rocketed in recent years. This isn’t surprising, given that an effective content strategy can help attract new customers and retain existing ones. It also serves as an opportunity to educate your community on financial matters. But with so many institutions taking this approach, what sets the winners apart from the losers? The most successful content marketers in the financial industry have one thing in common—a great strategic foundation for their content. In this edition of Compound Interest, we examine what goes into a content marketing strategy for financial services that will set you up for success.

Keeping up with social media trends and updates sometimes feels impossible. Algorithm changes, new features, and even entirely new platforms are popping up regularly. From the uncertain future of TikTok in the U.S. to the rise of artificial intelligence (AI) and augmented reality (AR) reshaping the digital landscape, 2024 saw its fair share of changes to social media. In this edition of Plain Talk, we’re diving into the most significant social media shifts of 2024 and sharing our predictions for what’s on the horizon in 2025.

Community banks have long been a trusted partner for individuals and businesses, yet as Gen Z’s banking needs continue to grow and diversify, many community banks struggle to capture their attention. In this edition of Compound Interest we’ll examine why a generation known for its values-driven decision-making has not been choosing community banks and how these institutions might succeed at attracting them.

In 2024, an astonishing 40% of all consumer goods will be sold on Amazon, and an even more impressive 56% of shoppers will start their product searches there. If you’re selling products that could shine on Amazon but aren’t showing up in a meaningful way, you’re missing out—big time.

In this edition of Plain Talk, we’re diving into how to use Amazon Seller Central. Yes, the learning curve is steep, but as a full-service marketing agency that’s waded through the depths of this e-commerce ocean, we’ve uncovered some pearls of wisdom. Whether you’re a seasoned seller or just starting out, this guide will break down Amazon’s unique (and occasionally frustrating) algorithm to help you make it work for you.

For the past dozen years or so, the advertising industry has been pushing the value and effectiveness of social media influencers hard. There’s been some pretty solid logic backing those recommendations up too. Influencer product pitches and endorsements, everything from unboxing to live demos, have helped businesses in many verticals see significant improvements from brand affinity to sales. But are times changing? Recent data, driven largely by Gen Z and younger millennials, shows new attitudes toward influencer authenticity, dwindling engagement rates, and increases in private micro-communities. In this edition of Plain Talk, we’ll look at what these changes may mean to how you balance the social media plan in your marketing mix and when it still makes sense to work with influencers.