Working at Andera, I hear a lot advice for marketing banks and credit unions to Gen Y. Most of it is genuinely good advice, but, as a Gen-Yer fresh out of college, some of it just leaves me shaking my head. Here are three “myths” that I see often. (The YouTube videos linked to and […]

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If you’re familiar with Andera, you know that we host lots of free webinars for bank and credit representatives on marketing and conversion strategies, and technology and innovation trends in retail banking.  If you’ve attended a webinar you know they can be a bit frustratingly one-sided; last week we tried something new and hosted a […]

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Issue of the Week: Identity Ain’t No Laughing Matter   On Wednesday Javelin Strategy & Research released the 2013 Identity Fraud Report, which includes juicy shock value statistics like “1 identity stolen every 3 seconds in 2012,” ” identity fraud at a three year high “ and “More than $21 billion stolen.” Although the numbers […]

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This post was written by Jill Dias, Sales Development Representative at Andera. Before joining Andera, Jill Dias worked for over five years as a mortgage loan officer at Bank of America and Wells Fargo Home Mortgage. Cross-sell is now a core part of the job description of every customer-facing bank and credit union employee. When […]

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Issue of the Week: Time to Work on that Relationship   Today is that dreadful day of the year when half of us huddle alone on the couch, and the rest of us dutifully go through the Valentines’ day ritual while jealously watching the 1% that actually seems happy. Luckily, we’ve got distractions, including Google’s […]

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If you work at a bank or credit union today, chances are you use some type of Software-as-a-Service (SaaS) platform at work for customer relationship management, marketing automation and analytics, branch management, account opening and lending, etc. SaaS can help you automate processes to better serve your customers, but even implementation of the most intuitive […]

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  Evolution of a Buzz Word   In the past few months I’ve noticed a new word floating around the financial technology space. The term “omnichannel” was originally applied to consumer retail as early as 2010 and seems to have made the jump to retail banking via Phillip Farah, the director of Director of the […]

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This post was originally posted on The Finanical Brand by Andera’s SVP of Marketing, Laurie McLachlan. Join her for a webinar on February 21st. Many banks and credit unions allow consumers to open accounts and apply for loans online. Few are thrilled with their results. To increase the number of deposit accounts and loan applications […]

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