Banking services used to be simple and straightforward. You got a paycheck, filled out a deposit slip, walked or drove up to the counter and presto, your needs were met. Perks? Anyone for day-old coffee and a lollipop?

Today, banks, credit unions, pay-day loans and other financial firms look more like modern retailers. The amount of financial services has mushroomed, and with more customers choosing to bank on their mobile devices, the need for promotions to build awareness has never been greater.

Also like modern retailers, progressive financial institutions have shifted into high gear meeting customers’ needs for a better, more connected experience by creating an atmosphere that is conducive to selling financial products.

However, today’s connected finance customer can get services <