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All Posts By

Ben Pankonin

New Regulation Comments from FFIEC

Compliance |

Last week the FFIEC issued new suggestions for Social Media and banking. This proposed guidance has implications for those with social media…

Building Community and Banking

Community |

We study nearly every interaction community banks and credit unions make in the US. We watch as some make progress…

Think Bigger by Automating Compliance

Compliance |

“You’ve got to think about big things while you’re doing small things, so that all the small things go in the…

A Social Holiday Season

Marketing |

The holiday season has brought difficulty for marketers for generations as the US culture becomes more diverse. How does your…

What are the Demographics?

Marketing |

Searching for the right method to reach investors… is social media a good idea? The key question many investment advisors…

Rapid Automation for Investment Advisors

Compliance |

The broker-dealer and Registered Investment Advisor communities have been rocked with the changes in social media. The speed of communication,…

The Traffic Controllers of Social Media

Compliance |

Often overlooked amongst the writers and strategists of social media are the air traffic controllers; your very own Chief Compliance…

Sales and Marketing Divide

Marketing |

One of the biggest tragedies I continue to see in businesses is the divide between sales and marketing. Almost every…

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