Financial Services Insights

ISO: A Viable Solution to a Deposit Growth Challenge

ISO: A Viable Solution to a Deposit Growth Challenge

Core deposits — primarily checking accounts, savings accounts, and money market accounts — are stable, low-cost deposits that are the foundation of a bank's funding. Unfortunately, core deposit growth has become one of the greatest challenges facing FIs, including community banks. And so, consumer and business deposit acquisitions (a 2025 priority) will remain a focus in 2026 and beyond.

Get our latest Marketing Insights

Sign Up Now

Game On: The World Cup is a Prime Gen Z Acquisition Opportunity

Game On: The World Cup is a Prime Gen Z Acquisition Opportunity

The FIFA World Cup 2026™ offers a unique, time-limited opportunity for financial brands to engage Gen Z and millennial consumers who are culturally engaged and ready to spend. This global event attracts a younger, diverse U.S. audience with strong spending intent, making it ideal for financial services marketing.

Star Power on the Pitch: Financial Services Ads at the FIFA World Cup 2026™

Star Power on the Pitch: Financial Services Ads at the FIFA World Cup 2026™

The FIFA World Cup 2026™ gives financial services brands a massive global stage, but U.S. advertisers face a challenge: many soccer stars still lack broad mainstream recognition here. The article explores how brands like Visa, Chase, Wells Fargo, Bank of America and Mastercard are using celebrity partnerships, sponsorships and long-game campaign strategies to connect with American audiences while still tapping into the tournament's global scale.

Small Business, Big Opportunity: Understanding the SBO Segment in 2026

Small business owners have always occupied a unique space in the financial services landscape- different from standard consumer products, yet often too small to access the tools built for corporate clients. But in 2026, that gap appears to be closing. New research reveals a segment defined by ambition, self-reliance, and a growing frustration with the status quo. Understanding what drives SBOs (their mindset, their pain points, and the opportunities they represent) is the first step toward building messaging and products that resonate.

The More AI Does, the More Branches Matter

The More AI Does, the More Branches Matter

An asteroid killed the dinosaurs. Video killed the radio star. AI will kill the bank branch.  Each of those statements is a little true and a little false. Because the disruptive force didn’t eliminate the endangered species – it triggered (or is triggering) significant evolution.   Dinosaur DNA lives on in birds. Thanks to Spotify algorithms, musicians still break through without video. And bank branches are being reimagined in […]

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.

Financial Services Ads Take the Field at Super Bowl LX

Financial Services Ads Take the Field at Super Bowl LX

Super Bowl LX drew 125M+ viewers and record-breaking ad prices, with financial services brands going big. The dominant theme was "AI is the new crypto", while others leaned on humor and humanity. Our takeaway: the strongest ads paired entertainment with a clear product message.