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.
Thursday, November 14, 2013
For 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.
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.
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 highperformance marketing decisions and grow revenue. Download PDF.
Wednesday, August 28, 2013
In 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.
Wednesday, July 10, 2013
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.
Wednesday, May 22, 2013
When 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.
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. 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.
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.
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.
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.
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.
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 and credit union marketing executives say that their number one priority is to deepen existing relationships through increased cross-selling initiatives.
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.
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 to be change-ready — in a state of preparedness, able to handle change and negate its
potentially disruptive effects.
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.
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
Wednesday, September 26, 2012
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.
Wednesday, August 15, 2012
Learn how data analytics can help build, grow and maintain strong and profitable relationships with account holders. Download PDF
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.