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Posts by Eugene Geis

08/06/2018

Too Many FIs Still Not Using Data to Optimize Marketing Campaigns

Optimizing the customer experience was overwhelmingly deemed the biggest opportunity for 2018 for bankers (36 percent) surveyed a recent 2018 Guide to Financial Marketing report sponsored by Deluxe. Data-driven marketing that focuses on the individual was a distant second at 21 percent which left me wondering if the people who chose other options either have…

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05/01/2018

The Data-Centric Organization: Overcoming the Challenges We All Face

If you are in marketing today, you’ve likely seen first-hand how powerful data is for marketing. At Deluxe, we’ve had a first-row seat to the evolution of data-driven marketing. We’ve been helping financial institutions achieve superior ROI through omni-channel marketing solutions for years, and we’ve seen first-hand the impact data has had on marketing and…

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02/19/2018

The 5 Most Useful Types of Analyses for Account Acquisition

Marketing today is all about targeting prospective customers in direct mail, email, and even through digital channels like social media and online advertising. Sure, there are still financial institutions using the old spray and pray techniques of the 80s and 90s, but relevance is key to effective marketing today. Just like ineffective onboarding leaves a…

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09/12/2017

The Key to Mastering the Evolving Mortgage Marketplace

The Key to Mastering the Evolving Mortgage Marketplace Mortgage application volume dropped 7.4 percent in July on the heels of the Fed raising its federal funds rate, CNBC reports. With Federal Reserve Chair Janet Yellen announcing the central banks will likely soon begin reducing its $4.5 trillion balance sheet, long-term interest rates could continue to rise…

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06/05/2017

The 5 Types of Data Analysis Every Financial Institution Marketer Should Know

The old saying “a picture is worth a thousand words” is no less true today than it was decades ago, even though that simple picture has been replaced by myriad types of imagery. Humans are visual creatures, and many of us just absorb and understand information better when we receive data visually/graphically. That’s the fundamental…

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03/13/2017

The Truth About Data: Numbers Don’t Lie, But Everything Fluctuates

Data has always been an asset as valuable as cash in the banking industry. Technology and the emergence of big data have made it easier for financial institutions to use the volumes of information at their disposal in new ways. Financial institutions use data to drive a number of key decision-making processes, from who to…

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