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Posts tagged with "Customer Acquisition"


The Key to Mastering the Evolving Mortgage Marketplace

The Key to Mastering the Evolving Mortgage Marketplace Mortgage application volume dropped 7.4 percent in July on the heels of the Fed raising its federal funds rate, CNBC reports. With Federal Reserve Chair Janet Yellen announcing the central banks will likely soon begin reducing its $4.5 trillion balance sheet, long-term interest rates could continue to rise…

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Deluxe Exchange 2016: Bigger and more insightful than ever

Another Deluxe Exchange is in the books. This year’s event brought even more excitement, more content, more speakers, and more fun than ever before. The annual conference unites key industry thought leaders to talk about the issues that most concern bankers throughout the U.S. With close to 60 breakout sessions over two days, there is…

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Illogical Conflict? How Does Investing in Acquisition Align with Share of Wallet Objectives?

An apparent dichotomy glares from the pages of Aite’s 2015 Bank and Credit Union Marketing Trends and Spends report: The surveyed financial institutions cite improving share of wallet as their top priority, yet acquisitions — not cross-selling — is the No. 1 category of spend. In the report, 55% of surveyed FIs tabbed improving share…

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Are You Tapping the Full Potential of Online Videos?

If a picture paints a thousand words, how much more impact does a video have? For financial institutions looking to engage new and existing account holders, a video’s impact could be measured in its ability to drive the FI’s bottom line. What’s more, a study by Synergistics Research indicates that video has the potential to…

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Is Content Really Still King?

In a recent report published by Econsultancy and Adobe, B2B marketers are shifting their thinking on the impact of customer experience (CX) and see CX as the key opportunity to their business in the next five years. Like most other marketers, it has been engrained in me for years that content is king.  Without unique,…

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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 prospect to take the bait and open a new account. Do your first months of interaction with new account holders firmly set the hook? Or does a lack of meaningful contact between your FI and…

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Forrester: Elevate Engagement to Unlock the Potential of Your Loyalty Program

April 21 | 1 pm ET | 12 pm CT  Webinar Details Today, customers have more information, more options, and more control over the buying process than ever before. As a result, you must dedicate even more effort and resources to acquiring, engaging, and retaining your customers. Loyalty programs offer a particularly compelling way to build and reinforce…

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