Business<br />
Insights that<br />
drive results

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Business
Insights that
drive results

07/25/2017

Perspectives on Privacy … From 20 Years Ago to Today

Twenty years ago, this week Deluxe created the foundation of its privacy program by establishing core privacy principles that would embody the spirit of our commitment to privacy. The evolution of privacy since 1997 made me wonder how to compare our perceptions and perspectives on privacy in today’s market landscape:  THEN and NOW. What’s changed…

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07/24/2017

Sustaining customer trust amid anticipated deregulation

It’s probably fair to say 2017 will see the easing of at least some banking industry regulations. From an executive order that could target Dodd-Frank to campaign promises to ease regulatory burdens on the industry, the Trump administration seems poised to deregulate. While many in the industry may view the prospect of fewer regulations as…

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07/06/2017

Digital Innovation, Disrupters & Cyber Technology Perspectives on Third Party Risk

Last month over three hundred risk professionals gathered in Washington D.C. to focus on the digital landscape and emerging risk factors for Third Party Risk Management at the 10th annual Shared Assessments Summit.  Thought leaders from many verticals, including financial services, healthcare, asset management, and consumer products provided market insights on a variety of topics…

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06/30/2017

Banks Still Struggle to Align Budget Allocation with Marketing Goals

ChiefMartec.com puts out a sensational graphic every year that I’ve been following since about 2014. When it first came out in 2011, the graphic contained about 150 marketing technology vendors and the list included Marketo, Eloqua, Oracle, and others. Many of the companies on the 2011 graphic are no longer in business … some were…

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06/26/2017

Three Must-Haves for a Successful Onboarding Program

Onboarding – the process your bank or credit union uses to define your ongoing relationship with new customers or members – is a critical part of your marketing strategy. A comprehensive onboarding process gives financial institutions a great deal of control over that relationship starting with the initial enrollment of a product or service. A…

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06/23/2017

The Role of Follow-Through in Loyalty-Building Onboarding

We love our jargon in the banking industry, and financial institutions today have managed to expand Eddie’s simple six-word formula for success into multiple layers of terminology, seasoned with plenty of technology. We talk about creating an ideal “customer journey,” “data-driven insights” to drive “segmentation” and “build brand loyalty,” as well as the importance of…

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06/16/2017

Synthetic IDs: Identity Theft … Without Your Full Identity

It’s called synthetic identity theft. Whether by a phishing scam, data breach, hack or physical theft, your information becomes compromised and falls into the wrong hands. Criminals use this stolen information to mix and match names, birthdays, Social Security numbers and addresses with other fabricated information to create synthetic IDs. Once the synthetic identity is made,…

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