White Papers Archive
It’s All in the Numbers: 7 Proven Metrics for Driving Marketing Performance
Wednesday, May 22, 2013
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.1 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
Identity 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
With 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
Marketers 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
What 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.
The Significant 6: Six Acquisition Strategies You Need to Know Now
Wednesday, March 27, 2013
When it comes to acquisition, the basic principle is simple: turn prospects into account holders. Of course, it sounds easier than it is. Want to know the acquisition secrets of financial institutions that are ahead of the pack?
Are Your Customers “Missing in Action?” How to Identify Who is In the Market for Your Loan Products
Tuesday, March 19, 2013
Today’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 & 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
Progressive 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.
Does the contact center you use to support your financial institution serve to facilitate change smoothly?
Wednesday, January 30, 2013
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 be change-ready — to be in a state of preparedness, able to handle change and negate its potentially disruptive effects.
Find out How the Human Touch Can Increase Event Attendance.
Tuesday, January 22, 2013
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.
The Cross-sell Imperative: Using Your Existing Account Holder Base to Maximize Growth and Retention
Tuesday, November 27, 2012
It’s a fact. Across the board, in every industry, selling new products and services to existing customers is less expensive than acquiring new customers. It’s also true that the more products and services a customer buys from one resource, the less likely it is for that customer to switch to a new provider. Download the whitepaper
Have You Met Dave? Get Our White Paper to Find Out Why Dave Could Be You
Wednesday, September 26, 2012
Download a copy of our white paper, Are You Dave? Embracing the Data-driven Marketing Plan and find out how to create a marketing plan using account holder data and analytics to best support your financial institution’s goals.
Amplify Your ROI: Using Effective Intelligence Throughout the Account Holder Lifecycle
Wednesday, August 15, 2012
Learn how data analytics can help build, grow and maintain strong ad profitable relationships with account holders. Download PDF
10 Strategies for an Award-winning Onboarding Process
Tuesday, July 10, 2012
Discover the foundation for building or enhancing an onboarding process. From account holder acquisition to communication and relationship building to measurement, discover 10 steps to effective onboarding that will help stem attrition and strengthen relationships.Javelin: The Future of Check Handling: Creating a Better Experience
Tuesday, January 10, 2012
Consumers appear to associate a greater level of importance to the transactions they choose to pay by check. In addition, the legislative and technological changes of the past 10 years have preserved and even enhanced the utility and cost‐effectiveness of handling check‐based payments. As such, financial institutions need to find ways to enhance the check handling process.Javelin: The Myth of Paperless Payments
Tuesday, January 10, 2012
It is a common misconception that paper checks have become outdated and are no longer in wide use. Awareness of the current trends in check usage and the changes in cost structures, as well as the drivers and barriers to check adoption, will help financial institutions evaluate the significance of the check as a critical component of the demand deposit account.Javelin: Enhancing DDA Value with Check Based Solutions
Tuesday, January 10, 2012
Federally mandated guidelines and regulations have impacted the economics, value propositions and incentives associated with DDAs, causing financial institutions to reevaluate DDA products and positioning. Discover how check-based solutions should remain an important part of the payments value chain.More Best Practices for Online Consumer Check Ordering
Sunday, July 10, 2011
Save time in your branches, increase convenience and choice for your account holders and improve profitability for your check program by following recommendations on making check ordering for your account holders clear, secure and convenient.
Best Practices for Online Consumer Check Ordering
Sunday, July 10, 2011
An overview of best practice recommendations that will save time in your branches, increase convenience and choice for your account holders and ultimately improve profitability for your check program.