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White Paper
Friday, December 12, 2025
Franklin Madison
You Might Not Recognize Today’s Insurance Buyer
The modern insurance buyer is no longer defined by a single age group or life stage.
White Paper
Wednesday, November 19, 2025
Franklin Madison
What You Need to Know About Women and the Great Wealth Transfer
Money is power, and over the next two decades an estimated $124 trillion will move from Baby Boomers and older Americans to younger generations in the U.S.
White Paper
Wednesday, October 1, 2025
Elan Financial Services
Download Your Consumer-Credit Blueprint
Financial institutions that provide customers with personalized education and proactive support can strengthen trust, deepen relationships, and grow long-term impact. Download the full whitepaper to learn more.
White Paper
Monday, September 15, 2025
Franklin Madison
"My Financial Institution Sells Insurance--Really?" Why Is This News to Consumers?
Most consumers trust their bank or credit union with their money—but ask them if their institution offers insurance products, and you’ll likely get a blank look. Let’s unpack why this disconnect exists—and how to fix it.
White Paper
Thursday, August 14, 2025
Credit Snap
4 Proven Strategies to Grow Your Loan Portfolio, No Matter the Economy
In today’s volatile financial landscape, credit unions face unique lending challenges. This exclusive white paper offers clear, actionable strategies to help your credit union not only weather the storm but thrive.
White Paper
Wednesday, July 30, 2025
Franklin Madison
The #FinTok Phenomenon
Gen Z and Millennials are rewriting the rules of financial engagement—and they’re doing it on TikTok. With over 4.7 billion views, #FinTok isn’t just a trend—it’s changing the way younger consumers learn about, evaluate, and purchase financial products.
White Paper
Friday, July 25, 2025
Franklin Madison
We Need to Talk About DAD: The Dormant Accounts Dilemma
How Financial Institutions Can Make Dormant Accounts Active and Win Loyalty
White Paper
Wednesday, July 9, 2025
Franklin Madison
Your Customers Have Insurance Gaps—Are You Letting Someone Else Fill Them?
Did you know that roughly 50% of Americans are underinsured or completely lack essential coverage? That means half of your consumer base could face financial devastation due to an unexpected event—whether it’s a medical emergency, a car accident, or identity theft.
White Paper
Wednesday, June 11, 2025
Franklin Madison
Why Improving Member Engagement Is Critical for Credit Unions in 2025
What used to be a close, values-based relationship is becoming increasingly fragmented. Many credit unions are seeking deeper insights into their members’ evolving needs and levels of engagement.
White Paper
Thursday, May 1, 2025
Elan Financial Services
5 Steps to Banking App Success
Learn why investing in mobile app quality strengthens customer relationships and fuels long-term growth.
White Paper
Monday, February 10, 2025
Franklin Madison
Who is the Toolbelt Generation?
Consumer demand for insurance and financial wellness resources continues to grow, and Gen Z is leading the charge in more ways than you might think.
White Paper
Wednesday, January 22, 2025
Franklin Madison