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Establishing a Financial Planning Offering: A How-to Guide for Banks

By Jay McAnelly

As customers save for children’s college expenses, prepare for retirement and manage their finances through other life stages, there is a real opportunity for community banks to help them reach their financial goals. In fact, a recent study from J.D. Power reveals that 78 percent of U.S. retail bank customers are interested in receiving financial advice or guidance from their bank. Community banks can position themselves to meet this need by making financial planning a part of their offering. In addition to driving customer satisfaction and loyalty, it can also create new sources of revenue and growth. If you’re a community bank leader contemplating ways to build out a financial planning capability for your customers, here are three strategies to get started.

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Winning in the Digital Age: A No-Nonsense Guide for Banks

By Jessica Cheney

The banking industry is in a time of tremendous digital transformation. The question today is what are the big steps banks need to undertake in order to meet the unique challenges of their customers and win business.

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Keep Calm and Market On

By Alaina Webster

When considering how to connect with current and prospective customers, many banks turn to events. Host an event on launching a startup business, maybe win yourselves a few more small business loans. But hosting an event and hosting an event well are two different things, something Kelly Bauer, associate director of the Bank Holding Company Association knows from experience.

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Equipped for Retirement

Don’t overlook equipment as an asset

By Mark Stock

As the farming population in the U.S. gets older, more and more farmers are thinking about retiring and what follows. The role of a commercial banker in the retirement process is an invaluable one: Helping their clients plan for retirement. From a farmer’s perspective, the retirement process can seem overwhelming, impacted by personal circumstances. Why are they retiring? How much money do they need to comfortably retire, and what can they do to get the most out of their assets?

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Content Is King

By Alaina Webster

Breaking Banks, the No. 1 fintech podcast in the world, doesn’t have a marketing budget.

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