The Value of a Brand

Thursday, April 17, 2014

Value of the Brand thumbDoesn't it seem like everything and everyone is trying to be a brand these days? Brand building is stock-in-trade for iconic companies like Coca-Cola®, P&G® and Nike®, and newer entries such as Dollar Shave Club, GoPro® and Fitbit®. The NBA® and NFL® spent the last several years building formidable brands, as have their stars – think LeBron James, for example. Business people and celebrities including Oprah Winfrey, Donald Trump and the folks from “Duck Dynasty®” earn billions from their personal brands, making it appealing to the rest of us to put our own marks on the world. Download PDF.


New Movers Present Timely Opportunity to Increase Revenue

Wednesday, April 2, 2014

Nm Wp ThumbIn an era of profitability challenges, financial institutions need to find ways to increase new households. New movers are a prime market opportunity. Because new mover households are making life changes and may be in a new geographic area, they are more than three times as likely to respond to a new checking account offer as established area residents. A targeted and effective acquisition program can deliver new households cost effectively to your financial institution. Download PDF.


Generation Why: Answering the Call for Financial Literacy

Thursday, March 6, 2014
Gen Y Web Thumb They’re the largest demographic since the baby boomers, estimated to be three times as large as Generation X. By 2025, the income of Generation Y — also known as “Millennials” — will account for almost half of personal income, exceeding all other demographics in purchasing power. Read more

Does the contact center you use to support your financial institution serve to facilitate change smoothly?

Monday, January 27, 2014
Web Thumb How does an organization in the financial services industry, facing fast and frequent regulatory, technological and economic changes, keep its customers feeling settled, secure and important? 

Download  a copy of our white paper to find out how to be change-ready — in a state of preparedness, able to handle change and negate its potentially disruptive effects.

The State of EMV: Pushing Towards EMV Implementation in the U.S.

Thursday, January 9, 2014

As Europay®, Mastercard® and Visa® specifications were adopted in many global markets, fraud became less of a problem and paved the way for emerging technologies. Despite all the improvements that EMV offers, why hasn’t it been fully embraced in the U.S.? Download the White Paper.


Financial Services Marketing: Top Eight Trends for 2014

Thursday, January 2, 2014

As a financial institution marketing executive, you have a lot on your plate. But quantity doesn’t always mean quality. Acting on this short list of top trends can help improve your return on marketing investment, increase account holder loyalty and share of wallet, differentiate you from competitors and drive revenue. Download now.


Generation Y: Why They’re Worth a Second Look

Monday, November 18, 2013

Once young account holders have come to the branch to open an account, use the technology they prefer to keep them connected – to their assets and your institution. Download White Paper.


Email List Building Best Practices

Thursday, November 14, 2013

e-mail list building best practices white paperFor a successful list building campaign, companies need to utilize both online and offline channels in order to build a qualified list of email subscribers. In this white paper, discover multi channel list acquisition opportunities, and how to employ different methods to increase opt-in rates.

Download now.



No Pain, Big Gain: Four Ways to Build Non-Interest Income Without Alienating Account Holders

Wednesday, November 6, 2013

It’s no surprise that financial institutions rank “profitability improvement” among their top three priorities. The question is how can a financial institution achieve greater profitability? Growing the loan portfolio — and its associated interest income — is an obvious answer. But another profitability builder gaining markedly increased attention is non-interest income. Download now.


Seven Dashboard Metrics Financial Services Marketers Can’t Afford to Overlook in 2014

Thursday, October 24, 2013

Like other financial services marketers, you likely track numerous metrics to determine and prove the value of your initiatives and activities. However, as you plan for 2014, consider these seven key metrics to help drive high performance marketing decisions and grow revenue. Download PDF.


Fraud Prevention Checklist for Small Businesses

Wednesday, July 10, 2013
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Fraud can have a devastating impact on small businesses. Prevention and mitigation strategies can mean the difference between a thriving enterprise and a shop closing its doors.

The Three D's of Onboarding Success

Wednesday, May 22, 2013
Small ThumbWhen financial institutions are strategic about their onboarding initiatives and reach out in a meaningful way to account holders within the first 90 days of the relationship, they deliver the three Ds — which translates to more satisfied, loyal customers who have a higher household value to the financial institution.

It’s All in the Numbers: 7 Proven Metrics for Driving Marketing Performance

Wednesday, May 22, 2013
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A recent study by the Fournaise Group indicates that CEOs are not comfortable with the business acumen or the use of quantitative analytics by CMOs in creating and building marketing plans. Marketers know that their initiatives and activities need to be metrics driven. But do you know which metrics should be driving your marketing? The following seven metrics are ones that every financial services marketer should know, as they are proven to drive performance and boost the top line.

Fee Income Growth Opportunities in the Identity Protection Market

Friday, May 3, 2013
ThumbIdentity fraud has become a problem of increasing concern among consumers and businesses. According to Javelin Strategy & Research, 8.9 million U.S. adults became victims of identity fraud in 2010. The overall incidence rate of 3.5% has resulted in a total fraud amount of $37 billion, a decrease of $19 billion from 2009.

Financial Email Marketing Benchmark Report

Monday, April 29, 2013
Benchmark Sm ThumbWith high audience receptivity and above-average engagement rates, email marketing has proven to be just as effective — and in some cases more effective — for financial institutions as it has been for other industries.

What Do You Really Know? How FI Marketers Can Win Using Better Data

Wednesday, April 24, 2013
Small ThumbMarketers have access to tons of data. In many cases, the data marketers have isn’t the data they really need, and their data analysis isn’t telling them what they really need to know. It’s a “better data” deficit.

The Fundamental Five: Best Practices For Successful Customer Acquisition Strategies

Thursday, April 18, 2013
Fund 5 Sm ThumbWhat is the difference between an acquisition strategy that makes the grade and one that is barely passing? Check out these five best practices essential for successful account holder acquisition.

Are Your Customers “Missing in Action?” How to Identify Who is In the Market for Your Loan Products

Tuesday, March 19, 2013
SA ThumbToday’s financial services marketers are facing a period of unprecedented change and opportunity. According to The Financial Brand’s "2012 Bank & Credit Union Marketing Survey," bank and credit union marketing executives say that their number one priority is to deepen existing relationships through increased cross-selling initiatives. 

Deposits are High and Margins are Low. What’s a Marketer to Do?

Wednesday, March 6, 2013
Web ThumbProgressive institutions are taking an innovative approach, turning to new technologies and marketing strategies. 

Download  a copy of our white paper to find out how to lower overall loan processing costs, obtain higher margins and increase customer satisfaction.

Find out How the Human Touch Can Increase Event Attendance

Tuesday, January 22, 2013

Web Thumb Holding well-implemented events requires a holistic and disciplined approach to event management in order to successfully fill the venue with an interested and invested audience. 

Download a copy of our white paper to find out how successful companies deploy a series of event management best practices to ensure their events have the highest levels of attendance.