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

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Business
Insights that
drive results

Posts by Trevor Rasmussen

11/09/2017

Best Practices for Branch Surveys Customers Will Want to Take

Nearly everyone has at least one childhood memory of doing something silly or pointless simply because everyone around you was doing it. In fact, YouTube is filled with these kinds of videos … there is even a channel dedicated to it, FailArmy. They post their “fails of the week” which are all submitted by their…

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10/27/2017

DX18 Keynote Speakers Set the Tone for Insight, Innovation, and Success

In musical terms, a keynote is a single note upon which an entire scale — or key — is based. That note, sounded at the beginning of a musical piece, establishes the tone for the entire performance and repeats at the end to draw the piece to a satisfying close. An event’s keynote speakers function much the same way….

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09/28/2017

What’s on the Agenda for DX18?

Can you believe fall is here? You’re probably diving into Q4 and all the hours of planning, forecasting, and analyzing that go into prepping for next year. We know you’re busy, but don’t forget — Deluxe Exchange 2018 (DX18) will be here before you know it! You’ll notice quickly when you visit the Deluxe Exchange website that…

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09/20/2017

Lending in Rising Rate Environment: A Look at HELOCs

Of course, there’s no such thing as free money, but the historically low interest rates of the past few years have been about as close as most consumers will ever get to the concept. Those low rates meant many consumers decided it was worth a few bucks in closing costs to refinance their higher-rate variable…

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09/06/2017

Doggedly Pursuing Millennials: Banks Need to Hone their Financial Advice Chops

Most pets know when you don’t like them. They can sense your antipathy, but pets handle this dislike differently. I’ve found that cats, quickly dismiss people who don’t like them. Cats will quickly turn off the charm and do what they can to bug you. For example, my best friends cat routinely sneaks up behind…

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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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06/06/2017

Valuable Lessons from the Best Bank Brands on Social Media

Every quarter, The Financial Brand publishes an updated ranking of the top 100 best-performing banks and credit unions on social media. The Power 100 rankings for Q1 2017 are in, and if you made the list — congratulations! Ranking is an indication that your financial institution is making smart use of social media channels to communicate your brand’s…

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