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Insights that
drive results

Posts in category "Financial Marketing Insights"

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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03/13/2017

The Truth About Data: Numbers Don’t Lie, But Everything Fluctuates

Data has always been an asset as valuable as cash in the banking industry. Technology and the emergence of big data have made it easier for financial institutions to use the volumes of information at their disposal in new ways. Financial institutions use data to drive a number of key decision-making processes, from who to…

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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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03/07/2017

Three Reasons to Conduct a Marketing Audit

In the financial services industry, the mere mention of an audit makes some people nervous. Often, they start second guessing themselves. What if we made a mistake? What if we’re not as stable as we thought we were? What if they tell us we need help? Here’s the question they should be asking. If you…

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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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