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Umpqua Bank Seattle – Capitol Hill

Last week I attended the grand opening of the new Umpqua Bank store in the Capitol Hill neighborhood of Seattle. Although I have been in a number of Umpqua Bank stores in the past few years, I was...

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Research, Refine and Reposition: Three Steps to Taking Advantage of New...

There can be little doubt that the economic upheaval of the past two years has caused a dramatic shift in consumer behavior.  An article published by ABC News during the early days of the recession...

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Rethinking Retail Banking for 2011: the Importance of Segmentation

BAI Banking Strategies published an interesting article yesterday titled, Resolutions for 2011.  While I generally agree with the resolutions suggested in the article, there are a few points that...

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Cleaning Up the Customer Base is Good

In a recent Marketing Daily article, ING Direct’s Arkadi Kuhlmann discussed some of his views relative to customer retention, acquisition, and segmentation.   Perhaps most interesting, was the...

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Know your customers, Know your market

In today’s marketplace, companies across the country have to face a new reality: no one wants to be sold. Recent shifts in the economy have resulted in increased consumer uncertainty and skepticism –...

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Research, Refine and Reposition: Three Steps to a More Effective Marketing...

This presentation was delivered as a day-long marketing workshop last week for the Tennessee Bankers Association. Recent shifts in the economy and regulatory landscape have presented financial...

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Without a Clear Purpose – You are Simply Marking Time!

People with a purpose live longer. The same goes for companies. Companies that have a clear core purpose – one that guides its actions and drives its choices – are the companies that succeed....

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Being the Best

Later this morning, Fortune Magazine will release its annual list of the 100 Best Companies to Work For. Two financial service companies, Oregon-based Umpqua Bank and Virginia-based Navy Federal...

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The Blurring of Big vs. Local

When working with community banks and credit unions across the country we often hear the belief expressed that large banks are somehow less of a competitive threat because they are not perceived to be...

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Profits Come When Passion Shines Through

A colleague brought an article to my attention yesterday that illustrates some of the concepts that I talk about in a conference presentation entitled Purpose, Passion and Profits. The article by Anita...

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Weekly Wrap-Up 02.07.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Citi deploys user-friendly digital tools to be the 'Amazon of #Banking'...

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Weekly Wrap-Up 02.14.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions & Consolidation A+ Federal Credit Union said it will open a...

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Weekly Wrap-Up 02.21.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions & Consolidation Ranks of tiny banks shrinking as challenges...

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The Decline of US Small Banks (2000-2013)

Hester Peirce and Robert Greene at the Mercatus Center at George Mason University have put together a series of charts showing the number of US small banks (which they define as banks with $10 billion...

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Weekly Wrap-Up 02.28.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions – Expansion, Consolidation Oconee Federal Financial Corp. to...

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Weekly Wrap-Up 03.07.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions – Expansion, Consolidation The first of two new Idaho Central...

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Weekly Wrap-Up 03.14.14 (Pi Day)

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions – Expansion, Consolidation Alaska Pacific Bancshares, Inc....

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Weekly Wrap-Up 03.21.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions – Expansion, Consolidation Michigan’s AAA Auto Club Group to buy...

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Weekly Wrap-Up 03.28.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions – Expansion, Consolidation Layoff process is underway as Iberia...

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Weekly Wrap-Up 04.04.14

For those who may miss my daily Twitter posts, here’s a quick recap of the stories we’ve been following this week: Mergers, Acquisitions – Expansion, Consolidation New credit union chartered by The...

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