Research & Insights

May 29, 2018
Three Ways to Build Confidence in Your Financial Services premium
If you had a crystal ball to peer into the minds of consumers, what would you look for? If you work for a community financial institution, two might pop into your mind: How soon will they need a mortgage, retirement fund, or insurance? What product feature or benefit do they secretly wish for? Every year […]
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May 21, 2018
Can You Change a Consumer’s Financial Behaviors? premium
Growing up, I hated reading. I know, that isn't exactly uncommon when it comes to little boys. My mother, being the responsible parent she was, tried to break this habit. She would read to me at night, take me to the library to pick out any book that seemed interesting, remind me of the academic […]
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Andrew Swinney
May 7, 2018
What Generation Comes After Millennials? Meet Gen Z. premium
Generation Z (Gen Z) is your greatest opportunity, both as new account holders and talent for your workforce. While Millennials are a crucial market for community financial institutions, the subsequent generation (Z) is taking their first steps into adulthood, and they need financial partners. Loosely defined as anyone born between 1995 and 2015, “this group […]
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April 9, 2018
Branch Location, Location, Location premium
You aren’t alone if you’re confused about how to proceed with your bank or credit union’s branch location strategy. For the past 25 years, there have been two very different schools of thought: one arguing that branches are dead and encouraging institutions to embrace ideas like Pop-up branches and heavy investments in digital. The other […]
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Andrew Swinney
February 23, 2018
The Looming Generation Crisis premium
There is a crisis looming in the form of an evaporating funding pool. Deposits might not be a strategic goal today, but increased competition and changing preferences of future generations could mean that by the time you need them, it's too late. Look at the age distribution of accounts and a picture becomes obvious: the […]
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Kasasa
The Kasasa Loan revolution begins — January 2018 premium
The Kasasa Loan is the biggest thing to happen to lending since interest rates. The revolutionary new Kasasa Loan finally breaks the age-old model of traditional term loans (pay every month, repeat…for YEARS) and gives the consumer control of their debt!
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Kasasa
November 3, 2017
Tell us more about that! Your feedback matters premium
We call it the Client Loyalty Survey because earning your loyalty is our goal. Help us improve the experience for all Kasasa clients — take the survey when it hits in early December.
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Kasasa
September 1, 2017
Different generations, different strategies: How to engage Generation X, Millennials, and Baby Boomers premium
Different generations respond to marketing in different ways. Most consumers fit into one of the big three — Millennials, Generation X, and Baby Boomers. Each group has unique marketing challenges. But if you’re a community bank or credit union with a limited marketing budget, how can you get through to all of them? Or should […]
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Kasasa
3 guidelines to grabbing consumers’ attention: Chip Conley weighs in premium
Navigating the changing landscape of consumer behavior   Listen to part one of our interview with Chip Conley here, or read our summary below.   Consumer behavior is changing rapidly before our eyes. And while your financial institution (FI) might be aware of these shifting behaviors, it’s easy to underestimate their impact on your business. […]
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Kasasa
August 3, 2017
Research Proves Consumers Know Diddly Squat About Credit Unions premium
*As appeared in The Financial Brand. What consumers don't know about credit unions is a lot. There are still many myths and misconceptions surrounding what credit unions are, what they offer and who can join.   Many consumers still think you have to belong to a labor union to become a member. They assume credit […]
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Kasasa