Wonders & Blunders: Bank Branch Bingo

Wonders & Blunders: Bank Branch Bingo
   
Wonders & Blunders: Bank Branch Bingo
OUR CRITICAL ANALYSIS OF THE WEEK’S NEWS
Wonders & Blunders: Bank Branch Bingo
Recent financial industry reports show a curious combination of fintech adoption, rejection and publicly stating the importance of a technology … but then not implementing it.
 
While banks have rushed to launch chatbots and mobile features, the majority of customers still prefer to open accounts at physical branches. Opening an account is often the first impression of a bank, making it extremely important to ensure the process runs smoothly. Let’s hope this survey serves as a wakeup call to always put customer experience first.
 
In other banking news, Goldman Sachs plans to start trading bitcoin in a roundabout way. The new service is a result of listening to its customers’ interest in cryptocurrency.
 
Blockchain receives a lot of hype in the business world. A surprising survey reports that only one percent of companies have implemented the technology. What do you think it will take to spur the mass adoption of blockchain? Tweet your answer to @kcdpr!
Wonders & Blunders: Bank Branch Bingo
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Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo Wonders & Blunders: Bank Branch Bingo
Bank Branches Bringing in New Business
Wonders & Blunders: Bank Branch Bingo
Wonder: All that tech, yet customers keep opening accounts at branches – Nathan DiCamillo and Hilary Burns in American Banker.
 
Many banks offer mobile and online options to open new accounts, but a J.D. Power retail banking survey indicates even people who prefer digital banking choose to open accounts in-person at bank branches. The number one reason cited is difficulty and confusion with the online account setup process, especially without one-on-one guidance to choose the right product. The first tech solution that comes to mind, chatbots, actually made customer satisfaction survey scores decrease. Banks should improve online customer experience for the account setup process in order to make a good first impression with potential new clients.
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo Wonders & Blunders: Bank Branch Bingo
Goldman Sachs Begins Bitcoin Trading Plans
Wonders & Blunders: Bank Branch Bingo
Wonder: Goldman Sachs to Open a Bitcoin Trading Operation – Nathanial Popper in the New York Times.
 
Goldman Sachs plans to open the first bitcoin trading operation at a Wall Street bank, using its own money to trade a “variety of contracts linked to the price of Bitcoin.” The move will likely increase the legitimacy and trust in virtual currency, though the bank does not plan to buy and sell bitcoin directly until regulations and risks are mitigated.
Goldman hired its first digital asset trader in April to run day-to-day operations. The new trading option was created after a number of Goldman’s clients requested a way to hold bitcoin as an alternative store of value, similar to buying gold.
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo Wonders & Blunders: Bank Branch Bingo
Blockchain Study Reveals Contradiction
Wonders & Blunders: Bank Branch Bingo
Wonder or Blunder: Amid Blockchain Hype, Few Deployments, Limited Interest, Survey Finds – Angus Loten in the Wall Street Journal.
 
Blockchain’s capability to digitize and streamline transactions causes a lot of hype in the business world, yet only one percent of more than 3,000 CIOs say their companies have implemented the technology. A Gartner report lists inadequate technology, a skills shortage and a lack of interest as reasons why so few companies use blockchain. Only eight percent of companies surveyed are testing it. Will these numbers increase after one company shows it can turn blockchain’s proof of concept into a minimum viable product?
Wonders & Blunders: Bank Branch Bingo
» IN THE NEWS
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo Wonders & Blunders: Bank Branch Bingo
Financial Advisor IQ reports that Atria Wealth Solutions is acquiring Cadaret Grant, an independent broker-dealer.
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo
Wonders & Blunders: Bank Branch Bingo Wonders & Blunders: Bank Branch Bingo
The San Diego Union-Tribune quotes retired Rear Adm. Ken Slaght, head of San Diego’s Cyber Center of Excellence, about the Homeland Security CIO’s visit to local tech companies.
Wonders & Blunders: Bank Branch Bingo
» BOTTOM LINE: Contributing Bylined Articles After HuffPost Ended Submissions
Wonders & Blunders: Bank Branch Bingo
2018 marks the end of an era for HuffPost’s self-publishing contributors’ platform, dissolved after 13 years in an effort to end misinformation online. Many business experts counted HuffPost as an imported part of their contributed article strategy in increasing thought leadership. Where should you focus bylined article submissions now?
Wonders & Blunders: Bank Branch Bingo
» FEATURED CASE STUDY:
Atria Wealth Solutions
Wonders & Blunders: Bank Branch Bingo
Atria Wealth Solutions (Atria) not only launched as an active holding company, but also announced a significant private equity investment from Lee Equity Partners while simultaneously acquiring two broker-dealers. The client required a PR team with expertise in overseeing complex situations with multiple stakeholder groups and product lines (i.e., the business channels – bank and credit union affiliated advisors, hybrid registered investment advisors and other key stakeholders).
Wonders & Blunders: Bank Branch Bingo
 
 

PR Assistant

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.

PR Assistant 2

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.

PR Assistant 3

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.