What if everything you assumed about how consumers perceive your financial institution—versus a fintech—was wrong?
In our latest webinar with Ron Shevlin from Cornerstone Advisors, we unpacked Billions Lost: The Cost of Bankers’ Myths, a new report that challenges conventional thinking in the banking world. From how consumers view their providers, to what actually deepens relationships post-account opening, this discussion pulled no punches.
Here are a few moments you don’t want to miss:
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“Consumers don’t make the mental distinction between a bank, a credit union, a fintech…” – Do your product decisions reflect that?
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Fintechs aren’t disrupting banking—they’re expanding it. Are you treating them like partners or threats?
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If your product isn’t useful or differentiated, no amount of marketing can save it. Branding doesn’t mask broken experiences.
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Financial health tools are table stakes—but the real opportunity is in helping consumers improve financial performance.
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Engagement with credit scores and digital tools isn’t just interaction—it’s intent. And intent signals opportunity.
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Editorial Note: This content is the author’s opinion, expression, and/or recommendation(s).