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Business
Insights that
drive results

Posts by Rich Walker

09/05/2017

Insourcing vs. Outsourcing: How to Strike the Right Balance

Every financial institution aspires to have a world-class marketing team, whether they serve international customers or small-town Americana. Yet bringing together a team with the depth, breadth and variety of skills needed can be nearly as challenging for large financial institutions as it is for small ones. Many of the talents that are increasingly critical for success…

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08/17/2017

Top Financial Marketing Trends: Is Your Institution Ready for the Future?

Financial institutions know there should be a connection between data and marketing goals, but there is plenty of room for improvement in how well they use data to help them achieve their objectives. That’s one of the many conclusions you can draw from the Digital Marketing Report’s 2017 Financial Marketing Trends. The report shows that…

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05/05/2017

How Outsourcing Can Help You Build a World-Class Financial Marketing Organization

In 2017, financial marketers cite establishing ROI and budget concerns as top challenges, according to the 2017 Financial Marketing Trends report from the Digital Banking Report. Sixty percent of financial marketers worry about establishing ROI, 53 percent are concerned how much they should allocate to digital marketing channels, and 62 percent wonder how much to…

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04/13/2017

What Retail Marketers Know and Banks Should Learn

What can banks learn from the retail sector? And how can they apply those lessons to create a value-building customer experience? During a recent Banking Exchange Roundtable, a group of industry experts, including Deluxe’s own Kesna Lawrence, pondered that question. “There’s a lot that banks can learn from retailers,” says Lawrence, chief data scientist at…

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03/20/2017

Three ways to use signals for customer retention

Consumers have more options — and more ways to search for them — than ever before. While this was once reserved for consumable products like a smart watch player or a new pair of shoes, consumers are exploring financial products, such as HELOCs and auto loans, in new ways. Thanks to many of the alternative…

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01/25/2017

How Community Banks Can Up Their Lending Game Against Marketplace Lenders

While finding a niche market can be a revenue boon for a small bank, consumer lending has long been the bread and butter of most community banks. Selling mortgages, auto loans, credit cards and other consumer products is a natural fit for smaller financial institutions that emphasize the importance of personalized bank-customer relationships in a…

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12/05/2016

Learning to Read and Respond to Critical Consumer Signals

Marketing is by its very nature a predictive endeavor. If you can anticipate a customer’s needs, you have more opportunity to make a sale by fulfilling that need. Data and technology can help marketers predict what customers will need and want next, but only if you know how to interpret the silent signals the data…

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