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

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Business
Insights that
drive results

Posts by Rich Walker

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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10/07/2016

Marketing is About Signals: How data influences all channels

In financial services, it’s very tempting for marketers to think of their activities in terms of channels. In fact, some of you might be tasked with being an expert in one of them which means you have a singularly threaded focus and goal. Each channel has its own idiosyncrasies, its own processes, its own KPI’s,…

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07/07/2016

The Investor Call that Sent Ripples through the Alternative Lending Industry

It’s easy to get overwhelmed and think that everything is happening at once. Sometimes, though, it’s true, everything is happening all at once! The Alternative Lending industry will definitely look back at May 2016 as one of those periods when everything happened at once – where big parts of the way businesses work were altered…

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05/12/2016

5 Reasons You Should Prescreen Customers

Prescreening is a highly effective marketing process used by savvy marketers in the lending and banking industry every day. It involves making unsolicited offers of credit or insurance to consumers who might be in the market. Basically it allows you to compile a list of consumers who are likely interested in obtaining a mortgage, that…

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