November 2010

Baby Boomers turn 65: What’s Ahead?

November 30, 2010
/   Insights

On January 1, 2011, the first baby boomers will turn 65.  January 1, 1946 kicked off an unanticipated and unprecedented population explosion in the U.S., one that lasted for 19 years.  This date marked...

Giving Thanks to Your Customers & Members

November 23, 2010
/   Insights

Thanksgiving, which was first celebrated in 1621 by colonists and Native Americans, has evolved into a National holiday that is now celebrated on the last Thursday of each November. A day of feasting, family...

Getting Started with Facebook

November 18, 2010
/   Insights

Facebook has created a global network to keep friends, family and colleagues connected. With more than 500 million active users and 30 billion pieces of content shared each month, the website has become a...

Focusing On Member Service

November 17, 2010
/   Insights

Between serving customers/members, managing employees and day-to-day operations, running a financial institution can be a daunting task. John Franklin, executive vice president and chief operating officer for the Credit Union National Association, offers advice...

Financial Services Companies and iPad Adoption

November 16, 2010
/   Insights

ZDNet reported financial services companies are adopting Apple’s iPad at a faster rate than the technology and healthcare industries. Good Technology, which analyzed habits of 4,000 enterprise customers, found the following breakdown by sector:...

Personal Finance Websites & Online Banking

November 11, 2010
/   Insights

In recent years, personal finance websites like have become increasingly popular as consumers look for ways to integrate their personal finances into one location. One site, Rudder, closed this month. For financial institutions,...

IDC Poll: Financial Services Biggest Technology Breakthrough

November 10, 2010
/   Insights

IDC analyst Marc DeCastro recently asked readers, “Historically, what technological advancement in financial services do you feel is the industry’s biggest breakthrough?” The result: online banking and bill payment. Here is the survey breakdown:...

Getting Started with LinkedIn Groups

November 9, 2010
/   Insights

Social media platforms are designed to attract a wide variety of users; choosing which platform is right for you and your business is a learning process. Facebook is predominately used to connect with friends,...

FI Highlight: The Great Northwest

November 8, 2010
/   Spotlight

In addition to mountains, music, video games, coffee, skiing and technology, the Pacific Northwest is home to more than 12 million citizens. Intuit Financial Services third annual online financial management survey found that one-third...