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Key Takeaways from Deluxe Exchange 2015 with Todd Sipe

A key goal of the Deluxe Exchange is to provide actionable insights to our clients and partners.  Therefore, it was… Read More

Sarvady Glen 2013-10

by Glen Sarvady
May 7th, 2015

Financial Marketing Insights

Can Agile Methodology Enhance Your Rewards Program?

We recently began applying Agile methodology to our marketing process. We've employed it in the traditional sense with our IT… Read More


by Ron Bergamesca
May 18th, 2015

Fraud & Risk

Hard Fraud Lessons for Small Businesses and FIs

Of all the lessons we should learn from the high-profile data breaches of the past few years, a few of… Read More

by Paul Bjerke
May 7th, 2015

Onboard & Engage

Does Your Onboarding Program Set the Hook?

Does Your Onboarding Program Set the Hook? How effective is your financial institution’s onboarding process? Your acquisition efforts convinced the… Read More

Todd Weiss

by Todd Weiss
May 14th, 2015


Turn Checking Account Fragmentation into Opportunities

How many checking accounts does your household maintain? If there’s more than one adult in your home, chances are good… Read More


by Wendy Blaeser
April 23rd, 2015

Performance Management

In-store Branches: ‘Expensive Billboard’ or Untapped Revenue Stream?

Independent bank consultant Ken Thomas distilled the antipathy many in the banking industry have for in-store branches in a recent American… Read More

Alan Jackson

by Alan Jackson
May 27th, 2015

Rewards & Loyalty

Checking Account Rewards Programs Resonating Among Youth

Young people don’t use traditional banks as much as the rest of us, right? Everyone knows that. They’re all happy… Read More


by Adam Craig
May 22nd, 2015

Risk & Compliance

The Next Generation of Third Party Risk

As a follow up to the 8th annual Shared Assessments Summit, the themes of governance continued to focus on third… Read More


by Linnea Solem
May 19th, 2015