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Ron Shevlin on becoming a 'Smarter Bank'

Monday, 08 September 2014 21:01


Smarter Bank by Ron Shevlin 

Searching Finance is delighted to announce the publication of Smarter Bank by Ron Shevlin, author of the popular marketing and financial services blog,Snarketing.


Praise for Smarter Bank

With Smarter Bank, Ron Shevlin provides a no-nonsense framework to address broad issues impacting banking’s rapidly changing business model.  

Ron approaches important topics like innovation, big data, engagement, and the migration to money management very directly and with a critical eye for the data behind his statements. He then rewards the reader with deeper context, humor and his iconic snarky point of view.  This is a book that you’ll refer to time and time again and it’s one that will ultimately have impact on your bank’s strategy and bottom line.  

Bradley Leimer, Head of Innovation, Santander, N.A.

Ron Shevlin is famous for his snarky sense of humor, as well as his well-researched, well-considered takes on banking and customer behavior.Smarter Bank is a smart book. If you are in banking, you should read it, and you will definitely come away smarter and better informed. Banks that don't follow his advice are dinosaurs and will definitely be left behind, and will most probably go out of business.

Brett King, Author of Breaking Banks and Founder of Moven


The goal of the book is simple:


Help banks and credit unions become more profitable, react to and benefit from emerging technological disruptions, and regain consumer trust.


At the moment, the banking industry is actually fairly profitable. But respectable? Not quite. Profitable and respectable need not be mutually exclusive.


In short, it’s about how to become a “smarter” bank. 


Smarter about developing customer trust and relationships, smarter about understanding consumers’ needs and wants, smarter about using technology, smarter about marketing products and services—and smarter about making money.

Table of Contents

Foreword by Brett King

Part One: Banking’s Biggest Problem

Chapter One:  What’s The Problem In Banking?
Humor Break: Bank Mergers I’d Like to See
Chapter Two: The Innovation Question
Chapter Three: The New Competitive Dynamic
Humor Break: Bank Slogans We’d Like to See


Part Two: Speed Bumps On the Road To The Future
Chapter Four: Do You Trust Me?
Humor Break: Songs For the Citi
Chapter Five: Overcoming The Customer Engagement Hurdle
Chapter Six: Pruning The Branches
Humor Break: The Branch of the Future


Part Three: The New Consumers
Chapter Seven: Debunking The Myths About Gen Y
Humor Break: Redefining The Generations
Chapter Eight: The Real Underserved Market:  Gen WHY
Chapter Nine: Moms: The Real Decision-Makers
Humor Break: Women are People Too (Who Knew?)
Chapter Ten: The Rise of the Smartphonatics
Humor Break: Financial Diseases
Chapter Eleven: The Unbanked, Debanked, and NeoBanks
Humor Break: Dear Dick Durbin


Part Four: The New Technologies
Chapter Twelve: The Unfulfilled Promise of PFM
Humor Break: What Would You Name Your New Bank?
Chapter Thirteen: The Social Media Mirage
Humor Break: Simplified Guide To Social Media Decision-Making
Chapter Fourteen: Big Data Delusions
Chapter Fifteen: The Mobile Wallet Opportunity
Chapter Sixteen: The Mobile Finance Apps Opportunity


Part Five: The New Marketing
Chapter Seventeen: Mobile Payments: The Fifth P of Marketing
Chapter Eighteen: The New Bank Marketing


Afterword: From Money Movement to Money Management


Ron sees a future for US banking based around consumers' financial performance (please note the lack of the word 'disruptive').


Publication; February 2015


Book US $24.99 + Postage and Packing


Shevlin Smarter Bank £24.99 Add to Cart


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More about Ron


Ron Shevlin has been a marketing consultant for more than 25 years.


Since other bloggers, gurus, and authors feel compelled to mention it, it goes without saying that he has consulted to the leading financial services, consumer product goods, retail, and manufacturing firms in the world. And—needless to say—he is a frequent speaker at industry conferences and events.


Currently, Ron is a senior analyst at Aite Group where he specializes in retail banking issues including sales and marketing technologies, customer and marketing analytics, social media, customer experience and consumer behavior.




Prior to joining Aite Group, Ron was a vice president at Epsilon, where he led the database marketing firm’s financial services consulting practice. Before Epsilon, Ron was a vice president and principal analyst at Forrester Research, heading up Forrester’s research efforts on customer loyalty, profitability and consumer channel use in the financial services industry.


Ron also has more than 10 years experience working for leading management consulting firms like Symmetrix, Nolan, Norton & Co., and Management Dynamics.


He has been widely quoted in publications such as Wall Street Journal and New York Times, a frequent contributor to NPR Marketplace, and has been a keynote speaker at numerous industry/client events including BAI Retail Delivery, CUES CEO Network, DMA Financial Services, NICSA Technology Forum and Forrester Finance Forum.

Ron received an M.B.A. in Finance and Statistics from the University of Texas at Austin, and a B.A. in Economics from SUNY Binghamton.


Follow Ron on Twitter at @rshevlin


Ron was ranked #2 on Bank Innovation’s list of 30 Innovators to Watch: Key Executives Shaping the Industry in 2014, and his blog was named the #1 blog for financial marketers by The Financial Brand in 2013