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


Insights that
drive results

Posts tagged with "Data"


Lending Signals: Powerful Tools to Find and Target Consumers for Loans

Last week, I fired up an app on my phone and while using it, a message popped up. Nordstrom was having a sale on Ted Baker suits, I was intrigued … and they knew I would be because they know what I like. This is the new norm for businesses today, data is changing the…

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Understanding the State of Audience Data for Marketers in 2018

Are you a marketing professional who is confused and maybe a little overwhelmed by the juggernaut of big data and how it’s being used for customer acquisition, retention, or cross-selling? You’re not alone. Audience data is fundamentally changing the marketing landscape, but it’s still all brand new. Data analytic experts are in high demand because…

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Recap of 2017: Sharing Our Top Five Blogs From the Year

Well, the end of the year is quickly approaching which is a great time to recap another great year for our blog. I just wrapped up my fifth year of being editor of the blog and I am excited about some of the changes we’ve seen this year. We did a reorganization of the existing…

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Best Practices for Branch Surveys Customers Will Want to Take

Nearly everyone has at least one childhood memory of doing something silly or pointless simply because everyone around you was doing it. In fact, YouTube is filled with these kinds of videos … there is even a channel dedicated to it, FailArmy. They post their “fails of the week” which are all submitted by their…

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Best Ways to Optimize Your Budgeting, Planning, and Forecasting Processes

How does your financial institution approach performance management? Are you still taking a silo approach to the key aspects of successful PM, including planning, budgeting, and forecasting (PBF)? Are you trusting the way you’ve always done PBF will keep your organization moving forward in today’s faster, streamlined marketplace? Performance management is evolving, and financial institutions…

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5 Secrets to Turbo-charging Your Bank’s Performance

Before the Great Recession, most financial institutions were rolling along, reaping return on average assets (ROAA) in the neighborhood of 1.35 percent. ROAA nose-dived (along with practically every other economic and financial indicator) between 2007-2009, only to tick back up in 2010. From 2012 to 2016, the average ROAA was around 1.02 percent. In the…

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Three Must-Haves for a Successful Onboarding Program

Onboarding – the process your bank or credit union uses to define your ongoing relationship with new customers or members – is a critical part of your marketing strategy. A comprehensive onboarding process gives financial institutions a great deal of control over that relationship starting with the initial enrollment of a product or service. A…

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