Sandi McDonnell


Building a Human Firewall: The First Line of Defense

  Training and preparation have never been more crucial in the financial services industry. Updated privacy regulations from Europe, China, and the US have both risk management companies and cyber insurance brokers racing to provide institutions with the best tools to prevent harmful cyber threats. However, most organizations today aren’t utilizing the tools they already […]


The Evolution of Risk Auditing for Cyber Behavior

90% of corporate cyber-attacks involve human error. A new audit tool has been developed to allow auditors to go deeper into the qualitative aspects of these risks. The perception of risk auditing today has shifted from, “did it occur?” to, “did it work?” It’s no secret. Businesses are becoming far more susceptible to cyber-attacks and […]


Effective Branch Strategy for 2016

How have the times changed? Within the Financial Marketing world, there are a few interesting trends. Some of these are direct impacts from the changing consumer landscape. One of those impacts is the (sometimes contested) necessity and functionality of physical branches. More and more, transactions that would normally take place within branches can now take […]


Maximal Delivery, Maximal Impact

Content marketing is part of every marketing plan, whether or not it’s recognized as such. Content is the way we connect. When we learn or teach, we use content. As important as the message that we distribute is, a key component of content is the way by which it’s distributed. Delivery Channels: Reaching Your Full […]


Mobile and Expanded Delivery Channels

  Previously, we’ve discussed how mobile usage has become more and more widespread, and how we best should utilize mobile apps and mobile sites to connect with our customers. Today, we will wrap up our discussion about the trend in mobile with a discussion about where it fits in as a delivery channel. Mobile And […]


Mobile Efficacy Explained

  Last week, we started a discussion about the benefits of mobile apps, mobile sites, and the increasing importance of utilizing these delivery channels. Today, we look more in-depth into what factors contribute to increased audience engagement, and what the current and future landscape of mobile might look like. Simplicity and Ease Are The All […]


The Exploding Age of the Mobile Customer

Last week, we started a discussion about the mobile trend in content marketing. Today, we are going to continue that discussion for a more in-depth look at what this trend towards mobile actually looks like. Our Mobile Customers What should be apparent to each and every one of us is how much our mobile devices […]


Trends in Content Marketing: Mobile

Most of us check out phones constantly. We use them to message and call our friends and family, but also to play games, listen to music, watch videos online, read, and surf the web. While these acts are ubiquitous now, ten years ago this was uncommon. Our constant connections to each other through technology are […]


Building Credibility: The Importance of Accessibility

A multitude of factors unite to help us decide who we will give our financial business to. One of the big factors are credibility and trust. In the age of the internet, when most of the people in the world we live in are savvy enough to create a web page for themselves if they […]


Knocking Out the First Impression

Hello. Good afternoon! How are you? How have you been? How do you introduce yourself? At one point or another, we’ve all tried to win that first impression. Especially when we navigate our way through business, we all want to appear professional, intelligent, easy to work with… the list goes on. When we speak to […]