Tag: financial services marketing

Financial service marketers - brace yourself - there has been a shift in how consumers discover, evaluate, and act on financial advice. FinTok, TikTok's thriving financial education community, has emerged as a primary source of financial guidance, with Sprout social reporting 71% of Gen Z and 68% of Millennials reporting that social media positively impacts their financial decisions. This isn't just another social media trend; it's a democratization of financial advice that's reshaping how entire generations approach money management, creating both unprecedented opportunities and challenges for banks, credit unions, and financial technology companies.

It starts with a non-traditional premise: forward-flow funding is based on a company's anticipated future, not traditional assets or credit history. Instead of assessing credit scores, loan eligibility and amounts are determined through a business's projected revenue and cash flow statements. The SBO benefits from a steady source of funds, and the lender enjoys a predictable stream of assets.

For financial services brands, it's not enough to simply have influencer representation. To be competitive, FS brands need to do it *and* do it right, with an informed, strategic approach.

In a fiercely competitive credit card market, the true prize is not merely customer acquisition - it's achieving the coveted "top-of-wallet" (TOW) status. New research reveals just how crucial this position has become for issuer revenue and provides actionable insights for financial services teams looking to elevate their card acquisition and engagement strategies.

A historic wealth transfer is underway—and next-gen investors are changing the game. Our Next Generation Wealth Insights offer key strategies to stay relevant as trillions shift to Millennials and Gen Z.

Direct mail is thriving in the financial services industry, outperforming digital channels in ROI, retention, and engagement. Explore key insights from the Lob 2025 State of Direct Mail report, including trends in personalization, automation, and omnichannel integration.

At Media Logic, direct marketing is part of our DNA — and staying ahead of industry trends is key to delivering exceptional results for our clients. That’s why we recently convened for our first Direct Marketing Symposium — a collaborative event designed to inspire, inform, and innovate.

Direct mail has re-emerged as a prominent player in bank marketing strategies, a trend which has been labeled with terms such as resurgence, renaissance or simply counterintuitive. While many marketers may be surprised by this trend, Media Logic has consistently recognized and championed direct mail for its enduring power and effectiveness. We have continuously highlighted its exceptional ROI, advanced personalization capabilities and innovative formats that drive measurable success. We believe it has remained a vital, strategic component of the modern omnichannel plan.

The Media Logic Financial Services blog regularly features content on understanding generational cohorts: Millennials, Gen Z, and Alphas. Although Boomers are less frequently our primary focus, our Healthcare Industry blog is rich with Medicare marketing and senior content.

Community banks and credit unions are gaining momentum in the credit card issuing space. One critical strategy for maximizing the value of new cardholders is early month on book (EMOB) engagement. Media Logic's card marketing experts outline the truths, consequences and best practices you should know in our newest EMOB tip sheet.