FINANCIAL MARKETING INSIGHTS
How to measure the ROI of a bank or credit union brand or rebrand
A brand ROI can be difficult to measure, but don’t let that stop you. It’s essential work that can’t be put off till later.
Developing or evolving a brand is expensive. It’s a significant investment of time and money. So you have to do it for the right reasons, do it properly and maximize its impact. The buck stops with you.
What millennials really think about estate planning (and why many still haven’t started)
A recent survey with Banktastic’s National Millennial Advisory Board reveals many millennials recognize the importance of an estate plan—even if they haven’t taken steps to put plans in place.
This research uncovers not only what they’re doing, but why they are doing it—or avoiding it.
7 Rules branders should use EVERY day
There are seven rules savvy branders apply to their daily work. Why? It keeps them focused, balanced and highly functioning. Some call 7 the number of perfection.
Why your bank needs a campfire, not a water cooler
Companies everywhere have a proverbial water cooler. It’s the place to chat about sports or a new Dilbert-esque project handed down from above. Yawn. The special ones—high growth institutions who rely on innovative employees—build a roaring campfire.
Millennial Financial Wellness in 2025: What the Numbers—and Voices—Reveal
If you ask a millennial how they feel about their financial wellness, you’re likely to get a nuanced answer—one that blends hope, anxiety and a healthy dose of realism. The May 2025 survey of Banktastic’s National Millennial Advisory Board offers a look at how millennials rate their own financial wellness, what keeps them up at night and what they wish financial brands would do differently.
