Banks, credit unions, CPA firms and other businesses unknowingly put customer data at risk whenever they send sensitive files like tax returns, loan applications, employee lists and even passwords by email. Some organizations offer slightly more protection by using email encryption programs, but even encrypted email still puts data at risk. [More]
Dec 20, 2010 • by Jason Sherrill
Woo hoo, another post about how banks and credit unions can use social media! Yes, it’s true, that’s what this post is about. Sort of. I'm talking about using a social medial tool for internal communication, which is where we think social media tools actually can lend more value to the typical small & medium sized financial institutions than F.I. to consumer communications. [More]
Nov 19, 2010 • by Jason Sherrill
Today Mac shared this story about a UBS employee’s email mistake that cost UBS the GM underwriting deal for its upcoming stock sale and the $10 million revenue that went with it. There are some pretty complex – and expensive – solutions to help mitigate the risk of sending emails accidentally to the wrong people, but there is also a low-tech method that I wrote about in 2009 to help keep egg off your face and maybe even save your job. [More]
Nov 17, 2010 • by Jason Sherrill
The Financial Brand called attention to Towpath Credit Union’s promotion that made a teenage girl a millionaire for a day. After reading about it, I understand that the goal of the promotion was to encourage kids to see the value in saving money; however, after I saw the results, I question whether this promotion will actually achieve its goal or instead actually discourage kids from saving. [More]
Nov 15, 2010 • by Jason Sherrill
Google has unveiled it’s new instant preview feature that will let users see a small thumbnail of your website before they click through from the Google search results page (SERP). After using the feature tonight I see opportunities for website designers to tweak site designs to help sell users on clicking through. In fact, if this new feature catches on, it could make these types of design tweaks even more important as title and meta description tag optimization when it comes to triggering click action. [More]
Nov 10, 2010 • by Jason Sherrill
