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Insights that
drive results

Posts in category "Financial Marketing Insights"

02/01/2017

Customer Focus is the Key to a Successful, Ethical Sales Culture

Two million bogus accounts, 5,300 fired employees, over half a million faked credit card applications, $185 million in fines from the Consumer Financial Protection Bureau, a $5 million restitution tab, a CEO resignation and projected business losses that total in the hundreds of billions of dollars for years to come — a scandal the scope…

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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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01/23/2017

Data Can Be Key in Improving Your Customer Experience

Imagine a chef who has leading-edge cookware at his disposal, top-of-the-line appliances and virtually limitless access to the most delicious, exotic, and exciting ingredients imaginable. You would think he has everything he needs to serve guests at his restaurant the most amazing meal they’ll ever eat. Except he’s missing one key element — an element…

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01/18/2017

3 tips for Competing With Mega-Banks for Millennial Business

Millennials are the most educated generation ever, the largest segment of the American workforce, and many are starting to attain important financial milestones in their personal and professional lives. There’s no question, Generation Y represents the single most important demographic for the future of the banking industry. But how bright will that future be? Will…

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01/10/2017

4 Ways to Hone Your Marketing Chops at DX17

Marketing is mission-critical in the banking industry. It’s the part of the operation that draws new customers’ attention, helps new and current customers understand the value of your products and services, and keeps account-holders engaged with your financial institution. Marketers are always looking for new, better, more efficient and effective ways to do their jobs,…

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01/05/2017

Five Things to Put on Your FI’s Website Homepage

Websites are a critical piece of your business as a financial institution. In most cases, your website serves as consumers’ first impression of your financial institution. They visit your website long before they walk into a branch location. For customers or members already attached to your financial institution, it’s a powerful convenience tool that is…

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12/12/2016

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 2016 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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