Bankers and advisors will almost always tell whomever asks that their business is founded on solid customer relations. They’ll tell you emphatically that financial services is a customer relationship business. It’s founded on trust and the only way to truly trust someone is to know them personally. But the reality of the matter is that [...]
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I got another customer satisfaction survey from my bank the other day. Once again a request for me to take my time to tell them how they are doing. Once again a perfectly framed poll asking closed ended questions so that someone, somewhere can report their score delta and check off an item on their [...]
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As a financial planner, your clients put their trust in your capable hands every day. They share their goals, dreams, hopes and expectations with you. They depend on you to navigate the curves, turbulence and life changes as a part of doing business and you do a fine job for them.
Did you ever stop to [...]
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Posted in banking, branding, community, consumer behavior, consumer engagement, customer engagement, customer interaction, financial services, marketing, network, social network on Jun 1st, 2011
I moved 11 years of account history with Bank of America to a local Overland Park, Kansas bank with one branch location.
When I say local, I mean 20.69 miles from my home. Pretty big inconvenience for me, wouldn’t you say? Yes and no.
I’m a loyal customer to my new bank for a few different reasons. [...]
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Posted in SPURspectives, Uncategorized, financial services, investment, leader, marketing innovation, network, nonprofit, social network, transformation on Apr 3rd, 2011
This week marks the 2nd anniversary of one of my favorite books written by one of my favorite people — The Pollyanna Principles by Hildy Gottlieb. Loyal readers of Spurspectives may have seen a few posts referencing this book. There are links to some of them below. This is one of my favorite books because [...]
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Posted in banking, consumer behavior, customer relationship management, donor engagement, financial services, marketing, marketing innovation, personalized marketing, social media, transformation on Jan 3rd, 2011
Gartner predicts U.S. tablet sales will exceed 20 million in 2011. By this time next year 10% of all Americans will have a tablet and half of us will have smartphones - a year later will see ⅓ of us with tablets. Gartner goes on to predict that by 2015 most [...]
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Posted in banking, community, consumer engagement, customer interaction, donor engagement, economic recession, financial services, follower, insurance, investment, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network on Oct 27th, 2010
Some transactions are pretty straightforward. Take me and shampoo for instance. I’m just another bald Boomer so I have very little vested interest in the shampoo that I buy. I can trust just about any shampoo to do what I need, as long as it doesn’t cause a rash. I understand that a whole lot [...]
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Posted in banking, branding, consumer behavior, consumer engagement, consumer perception, customer engagement, financial services, follower, imitation, individualized marketing, investment, leader, marketing, marketing budget, marketing innovation, personalized marketing, social marketing, social media, social network on Oct 18th, 2010
I talk to a lot of community bankers. They’re fascinating people. Just like anywhere else, no two are alike. Everyone has a unique story. The same is true of the banks they run. They’re all different with their own unique culture. Yet, they all seem to share a common problem with marketing differentiation. How can [...]
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Posted in banking, community, consumer engagement, consumer perception, customer engagement, customer interaction, donor engagement, financial services, follower, fundraising, individualized marketing, investment, lifecycle, marketing, network, non profit, personalized marketing, social marketing, social media, social network, twitter on Jul 27th, 2010
Frontline associates are often the most frequent point of human contact provided by an organization. I’m talking about folks like the teller at your bank and the undergrad working the alumni association telethon. They’re the tip of the spear, yet they are also among the least empowered in the organization. Their roles are viewed as [...]
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Posted in SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer perception, customer engagement, customer interaction, financial services, follower, leader, lifecycle, marketing, marketing budget, marketing innovation, social branding, social marketing, social network, spur communications, transformation on Jul 13th, 2010
Regular readers of SPURspectives know that Spur Communications provides marketing services for financial services and community benefit organizations. We are routinely asked to help with brand development. So, we spend a lot of time asking why — Why do you exist? Why do you matter? Why should someone care? As you can imagine, our nonprofit [...]
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