Plansmith Blog

3 Activities to Start ASAP This Fall

Posted by Sue West on 9/14/20 1:23 PM

Oh, Autumn. The changing of the leaves, the crispness of the morning air... and the crunching of numbers?

Yep. We're bankers. It's what we do. And fall, it's the perfect time for some of our favorite - and most crucial - banking activities.

Here are the 3 game-changing activities Plansmith recommends starting as early as possible in the fall:

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On Thanksgiving...

Posted by Sue West on 11/15/18 9:49 AM

For those of you who are fans of the sitcom Seinfeld, George Costanza would break down this word into its two components: thanks and giving.

How many times in our daily lives do we say “thanks"? A lot! It’s our common, casual, and pretty standard way to end each email, text, and verbal conversation. I’m not saying that it isn’t heartfelt. I’m just saying that this time of year - and this particular holiday - give us a chance to pause and appreciate each other. And, maybe more importantly, pay more attention when someone offers us a thank you.

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Change Isn't What It Used To Be

Posted by Craig Hartman on 3/7/18 2:15 PM

Since the mid-1960s change has been a constant. The only real change is the rate of change. For years there have been predictions of shrinkage in the number of banks – the prediction is finally coming true. There has been a big change in the number of institutions (over 16,000 in 1972 to about 5,000 today). The environments they serve and the ways in which they serve has changed. Competition, consumer attitudes, market demographics, regulations, products, and technology have all had their impact.

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Social Media Best Practices for Banks

Posted by Megan Plis on 8/22/17 3:05 PM

Social media best practices in the financial industry are tough because regulation becomes a real issue. Fortunately, there are some helpful platforms, such as Social Assurance, that assist in marketing automation (which is essential in 2017!) and ensure your social posts are compliant. Once you’re confident with the regulatory side, it’s all about value.

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