Plansmith Blog

The 3 Biggest Missed Opportunities of Social Media

Posted by Megan Plis on 11/27/17 4:11 PM

Banks and credit unions have made leaps in the way of social media in the last year. But, there's still tremendous opportunity waiting to be seized.

The idea behind social media is that it's simply another method of communicating with your audience. If you'd like to read more about social media best practices, you can read about it here, but that's not the purpose of this article.

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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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Marketing to the Inundated Customer

Posted by Megan Plis on 8/1/17 1:04 PM
2017 is all about the inundated consumer. They’re inundated with emails, text messages, billboards, direct mail, social networks, etc. And, most of these from a variety of audiences: work, personal, blanket marketing, and marketing of things they actually care about. Their brain is left with the job of sorting through it all. It’s exhausting and beyond cluttered.
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Customer Service and Social Media: A Lesson For Banks

Posted by Tom Parsons on 5/31/17 3:50 PM

Last month I experienced the best service possible. It was from American Airlines (no, really) – and it was through social media of all things.

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Why Your Community Bank Needs Social Media

Posted by Megan Plis on 5/25/17 10:00 AM

I can talk about social media all day long. And all night, for that matter.

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3 Steps to #Social Video

Posted by Megan Plis on 4/10/17 2:41 PM

Social video is hot right now. So hot in fact that 90% of users say that product videos are helpful in the decision process (Hyperfine Media).

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Does Your Bank Look Trustworthy?

Posted by Tom Parsons on 2/8/17 9:30 AM

Trust. Nearly a decade after the global financial crisis, banks are still struggling to win it back from the general public. According to a recent study from Brunswick Group, only 27% of Americans trust banks. And globally, 56% of people favor smaller, more personal banks – this provides community banks with a huge opportunity.

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3 Ways to Reward Your Employees (And I'm Not Talking Money!)

Posted by Megan Plis on 12/8/16 9:18 AM

Money isn't everything! Yeah, it's important, but it's not all that matters to employees -- and upping the pay scale isn't always possible. When a raise isn't an option, consider these three alternatives to reward your high-achieving employees.

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5 Tools Everyone In The Banking Industry Should Be Using

Posted by Megan Plis on 11/16/16 11:32 AM

You see some people using them, and they're working great. Why isn't everybody already on board? Maybe the tools are brand new. Perhaps they're too expensive. Who knows, they might be really exclusive.

Except, most of the time, they're not. So, what keeps people from getting their hands on the best time-saving tools in the banking industry?

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Community Bank & Credit Union Forum: Compass Roundtable March 2016

Posted by Jennifer Mello on 5/11/16 10:00 AM

Thank you to everyone who attended the March 2016 Financial Compass Roundtable!

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