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

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Business
Insights that
drive results

Posts by Trevor Rasmussen

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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04/04/2017

Vendor Relationships May Be the Key to Better Tech

Fast, easy, relevant and seamless — that’s what customers expect from their financial institutions. Of course, not everyone is getting that experience right now, and banks of all asset sizes are turning to technology to help them meet customer expectations. In fact, 70 percent of financial institutions surveyed by American Banker said they plan to spend more…

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03/08/2017

Tech Can Help Deliver the Humanized CX Consumers Want

No one wants to feel like just a number, not even when they’re dealing with an industry that lives and dies by numbers. Yet too often, bank customers feel like their satisfaction and financial well-being just aren’t that important to their primary financial institution. A Gallup survey found that more than a quarter of bank customers who had…

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02/15/2017

Deluxe Exchange 2017: Insights From Many Great Industry Minds

Another Deluxe Exchange is in the books and the buzz in the halls confirmed that this was the best one to date. What makes the event so unique, in my opinion, is the quality of speakers and the opportunities to connect with them throughout the event. Now that the event is over, I wanted to…

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