Accomplished strategic communications and content professional with a proven track record of managing and/or working within diverse, creative, entrepreneurial teams to develop and implement successful communications and branding strategies.

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Moven adds digital wealth management tools with Atomic

There’s little doubt that the competition for deposits is heating up for community banks and credit unions. And playing the “rate game” is far different now than before non-banks and neobanks were in the mix with big banks.

Add to this, the financial challenges consumers are facing with persistent high inflation and high interest rates for loan products, and you have a serious challenge.


This is precisely when community financial institutions should be offering tools that help their account

Don’t Fight the Tape: Get Beyond Chasing New Deposits

While certainly an arrow in the quiver, community financial institutions can’t solely rely on growing deposits to thrive.

It has been a wild ride for banks and credit unions. The shift from a low-growth, low interest rate environment to its complete opposite in less than 12 months has created significant turmoil for the entire sector, particularly with community financial institutions (FIs).

But returning to “normal” isn’t going to look at all like the status quo we’ve been in for the past 13

Evolution Can Be More Dangerous than Revolution: Digital Adoption for US Banks and Credit Unions

While there’s a lot of talk about industry or technology revolution, the fact is it’s generally evolution that transforms an industry and lays waste to stragglers and the stubborn.

One industry where we can see what digital evolution has done is in consumer retail. At the turn of the century, major department stores were the anchors of consumer retail.

No one would consider building a shopping mall (remember them?) without one or two major retailers to draw the crowds.

But Amazon.com changed

Lessons for Developed Market Fintechs – and Banks - in Emerging Markets

In about two generations, China has transformed from a largely agrarian country to the second largest economy in the world. That means Zoomers and millennials don’t even remember the “old” China.

The speed that this transformation of the world’s most populous country happened is staggering. In the West, it has taken nearly a century to transition from an industrialized society to a post-industrialized one.

Perhaps the speed of that transition in China had to do in some part with the fact that

How Community Banks and Credit Unions Remain Relevant in an Increasingly Digital-Driven Sector

There’s no doubt that there’s a significant gap between the banking industry’s long-term strategic challenges before the pandemic and after the pandemic.

When branches shut down, traditional financial institutions only had their existing digital banking infrastructure to rely upon. And sometimes, it was just the bare minimum.

I remember calling a local credit union to open a business account during that time. There was no way to apply for an account online. And when I called the bank to see ho

New Generations Mean More Expectations from Banks and Credit Unions

An interesting article in Tearsheet discusses a recent CapitalOne study that shows how much concern there is for financial wellness within Gen Z.

It’s a significant amount.

Nearly 80% wish they were taught basic money skills at school. And 83% say they learn about finance from their families.

Let’s put this in perspective. Gen Z are people that are born between 1996 and 2002, more or less. That demographic has 86 million people in it.

The interesting thing is the baby boomers only represen

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About Me

My decades in B2B and B2C financial publishing have given me a unique skill set.  that drives every aspect of my career.  

How I work

While a workplace is an inspiring collaborative setting, I have been a remote worker for many years now and I find it has its own valuable qualities. I am comfortable in office, remote, or hybrid environments.