Where the Gap Is Appearing and How to Replace It Cross-sell has long been viewed as a growth lever for financial institutions. The logic was simple: if consumers already trust you with one product, offering another should be easy. But…
“Future-ready” has become one of the most overused phrases in financial services. It’s often shorthand for new technology, faster platforms, or digital transformation initiatives. But for consumers—and the institutions that serve them—future-ready has taken on a much more practical meaning.…
Trust Is the New Currency in Financial Services Consumers have more financial choices than ever, and they’re increasingly looking to consolidate those relationships with institutions they already know and trust. For many, that means turning to their primary financial institution…
The Five Pillars of Financial Wellness—and the One That’s Often Overlooked Most financial institutions focus on helping consumers save, borrow, pay, and invest. These pillars form the foundation of financial wellness, and for many consumers, they work well as a…
Brentwood, TN (January 15, 2026) – Franklin Madison is thrilled to announce the addition of Farah Rehman as Group Vice President, Revenue Execution. With 24 years of experience spanning product development, sales, marketing, and strategy, Farah brings a distinguished track…
If you’re leading wealth management at a bank or credit union, you’ve likely noticed something striking. The best growth opportunity isn’t out in the market—it’s already banking with you. The mass affluent segment (households with $100,000 to $1 million in…
As the holiday season unfolds, the spirit of giving continues to show up in meaningful, often quiet ways—through volunteer hours, thoughtful traditions, and intentional support for local communities. If the first stories in Part 1 reminded us of the power…
The holidays are a moment to slow down, reconnect, and reflect on what truly strengthens a community. For financial institutions, this season shines a light on the powerful role they play beyond banking by supporting families, uplifting neighborhoods, and showing…
Protecting Consumers Caring for Both Kids and Aging Parents Across America, a familiar story is unfolding. Parents in their 30s, 40s, and 50s are juggling rising education costs, housing challenges, and a tough job market for their children—while simultaneously caring…
The Shifting Face of the Modern Insurance Consumer The modern insurance buyer is no longer defined by a single age group or life stage. Millennials and Gen Z now make up a growing share of the market, bringing fresh expectations…