Fast Facts: Student Loans

January 22, 2013
/   Insights

The Financial Services Roundtable recently released another iteration of its Fast Facts, reliable, bullet-point research about issues facing the financial services industry. Topics span TARP, Dodd-Frank, insurance, lending, retirement savings and more.  Below are some updated Fast...

Cause and Effect: If you build it, will they come?

July 23, 2014
/   Spotlight

Many financial institutions assume that digital banking is lucrative because the most valuable customers happen to bank online. While there is certainly a correlation between online bankers and higher profitability, quantitative evidence suggests that...

Intuit 2020 Report: The Future of Financial Services

April 11, 2011
/   Insights

Today, Intuit released the latest edition of the Intuit 2020 report, Intuit 2020 Report: The Future of Financial Services, which identifies and examines four key trend areas that will  transform the financial services industry...

The Top 10 Trends in the Digital Banking Industry

December 18, 2013
/   Spotlight

2014 is rapidly approaching and as the year wraps, the Digital Insight team has pulled together the top 10 trends in the digital banking industry based on data and trends from studying financial institutions....

Small Business: Perception vs. Reality

November 21, 2012
/   Insights

In the most recent election cycle, like most others before it, the one sector of the economy that got the most attention was small business.  This is the future, we were told by every...

Industry Perception, Optical Delusion

January 14, 2013
/   Insights

In Washington, they talk a lot about ‘optics.’ This has nothing to do with regulatory scrutiny, or government mandates on eyeglasses. It has to do with perception—how something looks, the way a particular story...

Social Banking: Blessing or Curse?

August 1, 2012
/   Insights

While the topic of Facebook and banking has generated plenty of heat (though not necessarily a lot of light), the debate seems mostly focused on two broad issues: The much-maligned IPO, and the notion...

Mobile Banking Engagement: Data from Digital Insight

June 24, 2013
/   Spotlight

Intuit Financial Services has been conducting a comprehensive and ongoing study of financial institution customers. From these studies, the company has been able to provide a deeper view of banking customer behavior across several...

1. Instead of answering “what’s happening?” try answering “What has your attention?” or “What is important right now?” The answer is often more useful to others. Do your best to promote other people and companies on Twitter, instead of talking only about what you are working on.

2. Twitter provides the opportunity to build relationships through conversations. Share interesting links, insights, trends, and things that are new or timely/current. Be personal, transparent and honest. Add value. Don’t link only to yourself/your blog.

3. Twitter users can benefit from thought leadership, connection to the influencers, additional message reach, access to mobile communicators, and real-time communication. Contribute to conversations that are not directly related to your specific cause, but also related topics.

4. If you want to follow a specific space, find the right people “tweeting” about that space. Again, these people are easy to find if you search keywords at

5. Retweet important posts that could be relevant to your community. This will foster a better business-user ecosystem on Twitter and expand the reach of your news. Remember to give credit where credit is due.

6. Follow important industry news. More and more, news organizations are using Twitter to report the news. Top financial media that you may consider following include The Wall Street Journal (@WSJ), BusinessWeek (@BW), ABA Banking Journal (@ABABankingJourn), CUInsight (@CUinsight), American Banker (@AmerBanker), and Credit Union Times (@CookeonCUs). Also check out for local reporters who tweet or for all media contacts on Twitter.

7. Think of Twitter as a networking event. In those settings, just as on Twitter, you listen first then engage in conversations. It’s best to jump in when you think you can contribute in a meaningful way versus trying to have the last word or hard-selling the person with whom you are speaking.

8. Read the bios of those who follow you as it may make it easier to engage in a dialogue and you may consider following them back.

9. On Twitter, it’s less about quantity than quality. Provide great content and the followers will come.

10. Don’t use up your 140 characters on a lengthy URL. There are several tools available to shorten a URL, including:, or


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Compelling voices and contributed content from around the web

James W. Gabberty

Gabberty is a professor of information systems at Pace University in New York City. An alumnus of the Massachusetts Institute of Technology and New York University Polytechnic Institute, he has served as an expert witness in telecommunication and information security at the federal and state levels and holds numerous certifications from SANS & ISACA.

Brad Strothkamp

Marisa Mann

Marisa Mann brings over 15 years of experience in consulting and financial services industries to the Solstice team, working on large scale enterprise initiatives across many technologies, including specializing in the digital space – Internet and mobile. Mann is passionate about mobile and the endless possibilities for the enterprise, delivering business value through strong brand recognition and driving to excellence in the consumer experience. Prior to Solstice, Mann worked at JP Morgan Chase, Diamond Management and Technology Consultants, Washington Mutual, Inc, and Accenture.

Zachary Ehrlich

25-year-old writer, and as a native San Franciscan, I am unreasonably loyal to Bank of America, if only for their superhero-like origin story, involving the 1906 earthquake and Italian fruit vendors.