Staying Ahead of the Curve in a Rising Rate Environment

Rising-Rate Environment for Financial Institutions

Today’s rising interest-rate environment is a popular topic of conversation at corporate conference tables — as well as family kitchen tables – across America. Investors, financial advisors, stock brokers, securities traders, bond portfolio managers, and consumers alike have a stake in understanding the implications of the higher interest rates we’ve seen in the last three years—and in anticipating future rate … Read More

All In

To paraphrase the old saying, all courses of action are risky, so fortune favors those who calculate risk and act decisively. The same goes for poker players who know when to go all in, and for community financial institutions that want to win and attract all the customers they can. By Stephanie Kubert Over the last several years, “all in” … Read More

3 Myths Keeping Your Institution from Becoming a Sales Culture

By Jenifer Snook Community banks and credit unions are facing tougher competition every day. Pair that with many financial institutions losing important NSF fee revenue and it is more important than ever to make sure each and every customer is profitable. There are two ways to increase sales: gain new customers and sell new products to existing customers. Community banks … Read More

New Year, new look for your organization?

A new year is perfect for starting anew, which is why we choose this time to create resolutions. It’s also a good time to think about the health of our organizations and how we can make them better, too.

Who is the face of your financial institution?

First impressions matter, of course, but they mean so much more in business. Do you know who is making that impression at your FI, and who customers — and prospects — are identifying with your brand?