Articles by Fred, interviews that quote him, and podcasts where he's a guest.
Vericast recap of Fred's Banking Transformed conversation on hyperlocal banking marketing and paid social.
“It can work across the entire funnel, from discovery to consideration to conversion.”
Fred discusses research that 74% of adults would switch institutions for the right incentive.
“Only one in 10 customers thinks that a cash bonus will buy their loyalty.”
Guest editorial on winning Gen Z through digital channels and well-timed guidance around life milestones.
“Winning with younger consumers often comes down to data-driven timing and digital channels that mirror how Gen Z is already navigating their financial lives.”
Feature built around Fred's framework for competing with checking cash incentives, including the Priming Moment of Truth.
“Cash is not going to make up for a poor experience or a poor product.”
On-demand webinar with Fred as featured expert on winning checking customers beyond cash bonuses.
Fred and Jim Marous discuss hyperlocal marketing, household data and why relevance beats reach.
Q&A panel on bank personalization where Fred urges strategy first, not tool adoption.
“Start with strategy. Don't rush to adoption. Don't rush to buy a tool.”
Fred joins as featured guest to discuss Financial Services Cloud, rev ops and AI in financial services.
Panel discussion on AI fatigue, MBAs and Salesforce career paths.
Past guests, including Fred, review 2023 and predict the 2024 Salesforce ecosystem.
Featured guest sharing takeaways from Florida Dreamin and AI's role in Salesforce solutions.
Panel on LinkedIn strategy, networking and Dreamforce for Salesforce professionals.
Fred joins as a partner panelist on getting the most from Salesforce partnerships.
Panel on in-demand Salesforce certifications and joining a consulting firm.
Special guest on negotiating job offers; also discusses relaunching Banking on Disruption.
Final segment guest on navigating the job market and standing out in interviews.