Using digital and social to build new customers from within.

When Credit Union ONE wanted to grow their Cash Back Checking Account business, they wisely targeted existing members who didn’t have a checking account. We helped them develop a fun summer cash back promotion and used a two-pronged approach to reach as many members as possible.

Targeted emails allowed us to connect with specific member prospects, while paid social ads on Facebook helped us cast a wider net. Both were offered a fun, aspirational message that easily communicated the special offer while cashing in on Credit Union ONE’s distinctive brand.

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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 […]