January 2015

Tapping the $7.5 Trillion Mass Affluent Market

Tuesday, January 27, 2015

Ready Set Reset thumbAs a collective group, Mass Affluents control more than $7.5 trillion in investable assets. Yet, they represent a largely untapped opportunity for financial institutions. Download white paper





September 2014

Ready, Set, Reset: HELOCs Poised for Billions in Growth

Wednesday, September 3, 2014

Ready Set Reset thumbThree current trends — including draw period expirations — are elevating HELOCs back to the consumer lending star status they were prior to the Great Recession. See how to take advantage of this opportunity to grow your loan portfolio.





August 2014

Home Lending Isn't Dead

Monday, August 18, 2014

She-conomy thumbEver since interest rates spiked higher in May 2013, there has been a great deal of conjecture about the market for home lending. What had been healthy demand for refinance loans fell markedly when rates increased. After several years of historically low interest rates, a downturn in refinancing had to be expected. Did the turn in rates, however, signal the end for home lending? Hardly. Read the white paper.



Navigating the She-conomy: How to Market to Women

Friday, August 8, 2014

She-conomy thumbWomen are earning more money, spending more and influencing the majority of purchases — both big and small — now more than ever. It’s projected that, over the next decade, women will control two-thirds of the consumer wealth in the U.S.¹ Women represent a massive marketing opportunity, but reaching them isn’t as easy as it used to be. Financial institutions must change the conversation to reach this valuable and widely underserved powerhouse. Read the white paper.



¹ Nielsen, Women Control the Purse Strings, 2013

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

Friday, August 8, 2014

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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.


July 2014

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

Monday, July 28, 2014

Small ThumbIf you don’t have data to drive your decisions, assess your initiatives and judge your success, you’re operating in the dark. Get a seat at the marketing strategy table with the C-level executives by showing them the numbers that validate your endeavors. 





How Safe Is Your Data?

Friday, July 25, 2014

“An epic year for data breaches” is how one data security industry publication described 2013, citing examples like the well-chronicled breaches at Target® and Adobe®.¹ The residual effect: Any industry handling sensitive consumer records took a fresh look at its practices. Likewise, regulators updated their rules about the security practices of third-party vendors. Download white paper.




Have You Met Dave? Get Our White Paper to Find Out Why Dave Could Be You

Friday, July 18, 2014

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Download a copy of our white paper, Do You Know Dave? Embracing the Data-driven Marketing Plan and find out how to create a marketing plan using account holder data and analytics to support your financial institution’s goals.


May 2014

Marketing Toolbox: 10 Creative Best Practices to Boost Loan Marketing Results

Monday, May 19, 2014

Ten Creative Best Practices Loan Marketing Direct Marketing White-PaperMost marketers agree that the list and the offer are integral to a winning direct marketing campaign. But some underestimate the power of creative, and that’s a mistake. Hard-working creative ensures that your communications get noticed and read.




April 2014

The Value of a Brand

Thursday, April 17, 2014

Importance of Branding to Achieve Organizational GoalsDoesn'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.



New Movers Present Timely Opportunity to Increase Revenue

Wednesday, April 2, 2014

Turn New Movers Into New Account Holders Best Practices for a New Mover Program - White PaperIn 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.



March 2014

Generation Why: Answering the Call for Financial Literacy

Thursday, March 6, 2014

GENERATION Y Answering the Call for Financial Literacy 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.





January 2014

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

Monday, January 27, 2014

Managing Change - How Your Contact Center Can Drive A Positive Account Holder Experience and Improve Loyalty 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? 

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

The State of EMV Pushing Towards EMV Implementation in the United StatesAs 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.?






Financial Services Marketing: Top Eight Trends for 2014

Thursday, January 2, 2014

Financial Services Marketing op Eight Trends White PaperAs 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.





November 2013

Generation Y: Why They’re Worth a Second Look

Monday, November 18, 2013

Generation Y - Why They’re Worth a Second Look White PaperOnce 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.





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.




October 2013

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.





July 2013

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.