Research & Insights

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
3 Guidelines to Grabbing Consumers’ Attention | Chip Conley 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
May 19, 2017
What It Takes To Beat Megabanks premium
By recognizing what consumers really want and strategically marketing to them, credit unions can take back the majority market share they previously held. Meanwhile, big banks will continue to impose more fees and potentially lose more customers.
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Keith Brannan
November 17, 2016
What Motivates Millennials to Switch Institutions? premium
For most community banks and credit unions, attracting younger, more profitable consumers is an important goal. And yes, setting that goal is the first step. But actually getting these Millennials through your doors can be a challenge — unless you know what they’re looking for.
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Kasasa
May 31, 2016
Survey Results: The State Of The Finance Industry premium
We recently asked our Kasasa Expert Exchange panelists for their thoughts on the current state of the financial industry, and what strategies they plan to implement moving forward.
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Kasasa