Fintel Connect

We’re excited to share how Coast Capital Savings Credit Union—Canada’s largest credit union by membership leveraged affiliate marketing to achieve triple-digit growth in new account acquisitions and a 12.5% reduction in acquisition costs. By partnering with top publishers, and overcoming regional limitations, affiliate marketing became a key part of their marketing strategy, driving high-quality new customer growth. Curious how they did it? Here’s a glimpse:   💡 Transparent ROI forecasting enabled Coast Capital to allocate more budget toward affiliate investments. 📈 Targeted traffic allowed them to reach the right audience at just the right time. 🎯 Data-driven decisions ensured their marketing strategy stayed focused and effective. ⚡ Partnering with top publishers like you helped boost credibility and drive higher conversions.   Dive into the full case study now: https://lnkd.in/g6ksZuH7 #FintelConnect #CoastCapital #PartnershipMarketing Andrew Rusk, Ashley Gagnon, Elise Jung, Angie K.

☕💰 As we wrap up Financial Literacy Month, our team’s spilling the tea on all things money. From our big finance goals (hello, dream vacation fund!🌴) to the influencers we’re taking notes from and the apps we can’t live without, we’ve got you covered. 🖋️🛫 Tune in for some tips, tricks, and tools to level up your financial game—because being savvy with money is always in style. 👇 #FintelConnect #FinancialLiteracyMonth Martina Mitchell, Stephen McClean, Angie K., Paola Castillo

💰 Did you know that November is all about boosting your money know-how? Financial Literacy Month is a reminder to take charge of your finances, debunk common myths, and build smarter habits. Whether you’re tackling debt, saving for the future, or just trying to make sense of your budget, this month is the perfect time to level up your financial game. 💲   To get started, let’s clear up some common misconceptions about money—because sometimes, what we think we know can hold us back. 💸 Here are three myths you’ll want to leave behind: ⚡Myth: A higher income guarantees financial security. 💡 Reality: Just because your paycheck got bigger doesn’t mean your bank account will. Without smart money habits, that higher income can disappear faster than a tax refund at Target. Overspending, neglecting savings, and questionable investments can still leave you living paycheck to paycheck. ⚡ Myth: You need perfect credit to qualify for a mortgage. 💡 Reality: You don’t need a stellar 850 credit score to buy a home. Many lenders offer mortgages to folks with “good enough” credit—you might just pay a slightly higher interest rate. Programs like FHA loans are designed to make homeownership accessible, even if your credit history isn’t perfect. ⚡ Myth: Buying in bulk is always cheaper. 💡 Reality: Bulk shopping can be a win, but not if you’re buying things you’ll never finish. That 36-pack of ranch dressing? Not so cheap when half of it expires. Stick to bulk buys for items you’ll actually use—otherwise, you’re just filling your garage with regrets. #FintelConnect #FinancialLiteracyMonth  

🤠 This time, our Lunch and Learn was spiced up Texas-style! A big howdy to Amy Tabash and Colin Jeavons from Shopnomix, who brought the heat (and the insights). They wowed us with their game-changing AI tools, showing how they’re shaking things up for publishers through non-traditional channels. Their mission? Boosting incremental conversions for partner brands with tech that actually works. 🔥 🍒 Oh, and here’s the cherry on top—they’re packing their innovation into handy widgets, ready to supercharge publishers worldwide. Yeehaw for tech done right! #FintelConnect #Shopnomix

And... that's a wrap Toronto! The A team has landed back in Vancouver after an action-packed few days on the east coast. ✈   Nicky teamed up with Mona M Afzal from Scotiabank and Scott Satov, CA, CFA from Loans Canada for an insightful panel discussion, led by Karim Nanji from Inverite. Together, they explored strategies on how to compete and capture high-quality leads. It was interesting to see the correlation in the panelists responses to planning a successful campaign.    ⚡ To quickly sum up the panel discussion -- a clear strategy + understanding your customer + being adaptable in a changing landscape = winning the high-quality lead game.    Check out Nicky Senyard's insights below! 👇 #FintelConnect #CanadianLendersAssociation Alana Levine, Rachel O'Brien, Canadian Lenders Association

With the rise of digital channels in bank marketing, the pressure to keep marketing compliant becomes even greater. Marketing compliance isn't just about avoiding fines-- it's about building and maintaining customer trust! 💥 📣 A big shoutout to NEW JERSEY BANKERS ASSOCIATION for featuring Julia Wild, our Director of Strategic Partners, in their latest magazine issue! In her article, "How To Keep Your Bank's Financial Marketing Compliant and Effective," Julia breaks down the key steps for keeping your marketing compliance on track. Julia explains the 3 most common pitfalls in marketing compliance. (Spoiler alert: they’re misleading ads, lack of transparency, and inconsistent monitoring!) Plus, Julia shares 5 must-follow best practices for staying compliant. 💫 Check out the full article here - https://lnkd.in/e3525nGz #FintelConnect #NewJerseyBankers #MarketingCompliance

Danielle Lauzon and Julia Wild are back from FinCon, and what a trip it was! 💫 From meetings to karaoke competitions, and everything in between — it was great to catch up with familiar faces and meet some new ones. Did you happen to catch Danielle and Mary Grace Roske, APR's panel session on the breakdown of the CFPB’s Circular 2024-01 on financial products? It was a great turnout and we’re looking forward to next year already! Here are a few highlights from our trip: 🤝 New Faces, New Connections: It’s always refreshing to connect with affiliates who are just stepping into the space. The energy and fresh perspectives they bring keep things exciting. 💥 Building Your Own Community: There was a big focus on growing your own ecosystem and fostering a community. The takeaway? Don’t just rely on Google or blogs; consider using digital channels that create an engaged, loyal audience. One of the most powerful tools? Creating your own courses. It’s a fantastic way to build lasting relationships and keep your community close. 👀 Compliance Check-In: A friendly reminder—different interpretations aside, non-compliance can take a toll on your role, your revenue, and your reputation. And really, who wants that? We'd love to know what you took away with you — let us know in the comments 👇 #FintelConnect #FinCon24 #AffiliatePartnerships Robert Farrington, Carey Sherrell Jessica Morgan, MBA, Bryan Rogers MBA

🎉 Exciting news! Collegiate Credit Union's affiliate program is now live. If you cater to a US audience focused on pursuing higher education with a digital credit union, then this is the program for you. 💫   Introducing Collegiate Credit Union's Checking Account, with budget insights to help individuals spend smarter, no maintenance or overdraft fees, and no minimum balance required! Plus, Collegiate Savings includes competitive high-yield savings accounts interest rates, no minimum balance requirements, or monthly fees. And, you can automate methods of saving and repaying student loan debt! It's time for your audience to step up their game and set themselves up for lifelong financial wellness.   Whether they're seeking access to meaningful financial wellness tools, mobile banking, or would just like to engage in digital learning, Collegiate Credit Union has it all!⚡   Collegiate Credit Union welcomes all eligible US-based pre-college and college students. Collegiate Credit Union is now officially accepting new affiliates! https://lnkd.in/gw7MzUP3 #FintelConnect #CollegiateCreditUnion

We had a fun afternoon checking out the team's spooky outfit creations. 🎃There’s nothing like a little friendly competition to spark creativity! Congrats to Ann Marie Malayo for winning best-dressed!   Check out some spooktacular images of the team's outfits and let us know who you would have chosen to win below. 👇👻 #FintelConnect #Halloween

We’re headed back to Toronto for the Canadian Lenders Association Summit, November 5th-7th—and we’re bringing the A-team!⚡ Our CEO Nicky Senyard, CRO Alana Levine, and Revenue Operations Assistant Rachel O'Brien will be in town, ready to dive into a packed schedule of networking and panel discussions. Mark your calendars for November 6th at 2:00 PM EST at 100 Queens Quay E (3rd floor), where Nicky will take the stage alongside Scotiabank’s Global Director, Mona M Afzal, Loans Canada's CEO Scott Satov, CA, CFA and Inverite's CEO, Karim Nanji. Join them for a no-fluff, all-impact session on “How to Compete for and Win High-Quality Leads,” where they’ll be sharing insider tips and strategies for getting ahead in a competitive market. If you’re around, we’d love to connect! Let’s make the most of the Summit (and the city). See you there! 🍁 #FintelConnect #CanadianLendersAssociationSummit