In the Media

Vericast Tells How to Supercharge Acquisition of New Account Holders

Fred explains how credit unions can use cash incentives intelligently to win new members and deepen relationships.

Boomers keep their money matters private. Gen X can’t afford to

Fred on why boomers stay quiet about money, and how parents can tell whether an adult child has a gap or a hole.

“The kindest thing you can do for your children is not run out of money at 80.”

How Banks and Credit Unions Can Win with Hyperlocal Marketing

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.”

The Grass is Greener (With the Right Incentive)

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.”

Gen Z Trusts Local Banks & Credit Unions, So What Helps Them Choose One?

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.”

Unsure About Cash Incentives? Read This Before You Join the Fray

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.”

Beyond Bonuses: Winning the Checking Acquisition Battle

On-demand webinar with Fred as featured expert on winning checking customers beyond cash bonuses.

Banks Are Wasting 50% of Their Marketing Budget

Fred and Jim Marous discuss hyperlocal marketing, household data and why relevance beats reach.

7 Insights on Personalization from Vericast's Financial Industry Experts

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.”

Advancing Rev Ops, Sales Strategies, and AI - A Focus On Fin Serv

Fred joins as featured guest to discuss Financial Services Cloud, rev ops and AI in financial services.

AI, MBAs, and the Future of Salesforce Careers: A Candid Career Conundrum

Panel discussion on AI fatigue, MBAs and Salesforce career paths.

2024 Salesforce Ecosystem Predictions + The Best of 2023 with Past Guests

Past guests, including Fred, review 2023 and predict the 2024 Salesforce ecosystem.

Mastering Career and Salary Negotiations: Salesforce, AI Insights, and Strategies

Featured guest sharing takeaways from Florida Dreamin and AI's role in Salesforce solutions.

Boosting Your Salesforce Career: LinkedIn Strategies, Career Paths, and Starting a Consulting Firm

Panel on LinkedIn strategy, networking and Dreamforce for Salesforce professionals.

Unlocking the Potential of Your Salesforce Partnerships: A Conversation with John Sisson

Fred joins as a partner panelist on getting the most from Salesforce partnerships.

Hottest Salesforce Certifications, How to Join a Consulting Firm, Disclosing Disabilities

Panel on in-demand Salesforce certifications and joining a consulting firm.

Securing Fair Compensation: Strategies for Job Offer Negotiation

Special guest on negotiating job offers; also discusses relaunching Banking on Disruption.

Forging Your Path in Salesforce: A European Conference Adventure + AMA

Final segment guest on navigating the job market and standing out in interviews.