Author: Financial Services Team

TikTok Compliance, Consumers, and What Comes Next for Financial Institutions 

TikTok Compliance, Consumers, and What Comes Next for Financial Institutions 

Prefer to Listen?  Click the sound bar below to hear timely TikTok information and insights from our logicians.   If you work in financial services marketing and are not using TikTok as a social platform, it’s time to reconsider. The financial community on TikTok (known as #FinTok) has become one of the most influential financial education channels.   However, with that immense influence, comes a rapidly evolving compliance landscape. For financial institutions, the question is […]

Checking in: The American Express Platinum Card

Checking in: The American Express Platinum Card

Prefer to Listen? Hear the latest from our financial services team as they discuss AMEX’s platinum card strategies: In a 2025 conversation between Fortune and the American Express Chairman and CEO Steve Squeri, it is clear that Amex is laser-focused on capturing Millennials and Gen Z spending. At that time, the Platinum Card underwent a […]

Trends in Credit Card Acquisition

Trends in Credit Card Acquisition

Behind the credit card growth are strategies ranging from the tried and true to emerging trends in successfully acquiring cardholders and attracting new audiences.

Pay Later, Budget Now: How BNPL Is Reshaping Everyday Consumer Finance 

Pay Later, Budget Now: How BNPL Is Reshaping Everyday Consumer Finance 

Buy Now, Pay Later (BNPL) is no longer a novelty reserved for sneaker drops and flat-screen TVs. It has quietly become a household budgeting tool, woven into how consumers pay for groceries, utility bills, subscription services, and travel. That shift has profound implications for banks, credit unions, payment issuers, and fintechs — not just in product strategy, but in how marketing teams attract, retain, and engage customers.

How LLMs Can Turn Static Websites into Interactive Conversations

How LLMs Can Turn Static Websites into Interactive Conversations

Large Language Models (LLMs) are poised to transform websites from static digital readouts into dynamic, conversational experiences that adapt to each visitor's needs in real time. By enabling truly personalized 1:1 journey instead of predetermined segment paths, LLMs allow brands to deliver tailored responses through natural dialogue while maintaining strategic control over messaging and user engagement.

Reaching the Unbanked and Underbanked: What Financial Marketers Need to Know

Nearly 25 million U.S. households remain unbanked or underbanked, representing a significant market opportunity for financial institutions willing to address the unique barriers these digitally engaged, financially active consumers face. Success requires more than marketing messaging—it demands transparent products, no-fee accounts, community partnerships, and actionable strategies that rebuild trust with populations disproportionately affected by traditional banking exclusion.