periodically, members of our team are invited to share their insights
with various industry resources and publications.

Joe Sullivan spoke with CUBroadcast's Mike Lawson at ACUC on how financial institutions can deepen the human connection.

Joe Sullivan on marketing and connecting with the customer following a presentation at the ABA Bank Marketing Conference.

Banks Should Focus on Feelings and FinTech Partnerships - Joe Sullivan speaks with Money Summit

Jim Perry shared his thoughts on the strategy known as guerrilla marketing with Eric Cook at Free Webinar Wednesdays.


8 July 2019 - Lagging Banks & Credit Unions Can Still Catch Up with Digital Disruption. In this Financial Brand article, Jim Perry shares three important steps that community banks and credit unions should take if they’ve been slow to grasp the tectonic changes happening as digitization takes over financial services.

17 June 2019 - Following a speech at NEFMA’s Spring Conference, Jim Perry was interview by Bank New England for an article about 5 Big Ideas for Bank Marketing.

4 February 2019 - Wells Fargo Unveils New Logo to Rebuild Its Battered Brand. Joe Sullivan contributes insights to The Financial Brand on Wells’ effort to rehabilitate its image and rebuild consumer trust.

15 January 2019 - Top Branch Trends for Banks and Credit Unions in 2019. Joe Sullivan contributes insights on the fate and future of the brick-and-mortar channel in banking to The Financial Brand.

11 January 2019 - Hey Nineteen! The Financial Managers Society interviewed Joe Sullivan on what will have the biggest impact on community banks and credit unions in 2019.

7 January 2019 - Top 10 Retail Banking Trends and Predictions for 2019. Jim Perry and Joe Sullivan are among a panel of financial services influencers, industry analysts and banking providers that contributed to this annual report for Digital Banking Report and The Financial Brand.


17 September 2018 - 7 Big Strategic Planning Questions Bankers Must Be Asking Now for The Financial Brand

24 April 2018 - The Digital Dynamic for The Financial Managers Society, Inc.

1 January 2018 - Market Planning 2018 for St. Meyer & Hubbard


14 February 2017 - 3 Reasons Employees Aren’t Fired Up About Your Brand’s Culture for The Financial Brand


9 December 2016 - The Future of Small Town Banking for Michigan Bankers Association's mbaBanking

15 August 2016 - Modern Demographic Cohorts, Defined By Expectations, Want The Same Things From FIs for #BankSocial

29 June 2016 - Generation Z: Connecting With America’s Next Greatest Generation for #BankSocial

24 March 2016 - 3 Tips To Strengthen Your FI's Social Media Engagement for #BankSocial

20 January 2016 - Are You Ready for Branch Transformation? interview with Training Matters' Honey Shelton

14 January 2016 - Social Media Success Starts With Solid Content Marketing for #BankSocial


02 December 2015 - Know Your Market: The Key To A Successful Social Media Strategy for #BankSocial


06 May 2014 - Evolve or Die: 3 Steps Small Banks & Credit Unions Must Take Now for The Financial Brand

05 March 2014 - 5 Tricks to Becoming a Financial Marketing Entrepreneur for The Financial Brand

30 January 2014 - How Banks Can Better Connect With Boomers for The Financial Brand


16 December 2013 - 4 Ways Financial Institutions Can Build a Brand-Driven Internal Culture for The Financial Brand


6 April 2012 - Purpose, Passion and Profits for The Financial Brand

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