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Resources

Deluxe
Resources

Grow across the customer lifecycle with resources from Deluxe.

As an indispensible partner, we’ve put together a wide range of webinars, white papers and research to help
financial institutions drive revenue, control costs and create meaningful, lasting relationships with account holders.
Search our webinars, research and reports, and entire resource library for the information you need to grow
across the customer lifecycle and succeed in today’s financial arena.

Signals: The Marketing Evolution You Cannot Afford to Ignore

Five Best Practices to Drive Stronger ROI and More Timely Offers to Consumers and Small Businesses In financial services, it’s very tempting for marketers to think of their activities in…

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What’s Going On in Banking 2017: Cornerstone Advisors’ Perspective on Community-Based FIs’ Priorities and Technology Plans

2017 opens with a lot of unknowns for the banking industry. We have a new president and the potential for a lot of change. This leaves many of us wondering…

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[Video] Optimizing the Customer Onboarding Experience

Competition has increasingly shifted from required functionality to customer experience. Clients want their interaction with banks to be easy, simple, advisory and intimate. Legacy approaches to selling, implementing and servicing are frustrating to clients who enjoy digital experiences in their consumer lives – and even from select commercial providers.

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[Video] Four Critical Elements of a Digital Treasury Management Onboarding

While customers still view banks more favorably for security, reliability and safe transactions, the paper-intensive and cumbersome new account processes by FIs will no longer be enough to attract and retain corporate customers. An automated treasury onboarding solution can eliminate paper and streamline onboarding so banks can accelerate time-to-revenue, improve staff productivity and make a lasting, positive impression on new corporate clients.

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[Video] Claiming Your Strategic Identity in a Crowded Market

Competition is intensifying and the U.S. commercial banking market is approaching an oligopoly structure forcing banks to choose specific markets, value propositions and points of differentiation. To help your bank chart a course, this video will break down the Commercial Banking market into specific segments and assess both the “prize” and the “cost of entry.”

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[Video] Positioning Business Mobile Deposit to Win Customers

Currently, two-thirds of the nation’s checks are written to businesses. Migrating these transactions to digital channels has become a top priority for financial institutions, particularly the way they serve small businesses, the most frequent visitors to branches and heavy users of counter deposits.

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[Video] Four Best Ways to Optimize Your Marketing ROI

Marketing is essential to an FI’s success, but a recent Deluxe/Financial Brand survey reveals that more than half of industry executives feel measuring marketing ROI is a major challenge.

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[Video] Key Highlights from “Improving the CX in Banking” Report

Improving the customer journey and providing a positive customer experience was ranked as the number one trend as well as the top strategic priority in a survey of global banking organizations for 2017, according to Digital Banking Report sponsored by Deluxe. The question is whether organizations are investing adequately and supporting efforts culturally to make a difference.

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[Video] Understanding the Value of Checks in the Banking Relationship

Gene Kirby with CE Solutions Group, a bank consulting firm specializing in payments-based innovation, revenue and cost optimization, shares his analysis of the true value of checks as an integral part of the checking account to help grow and retain deposit balances, generate non-interest income, as well as anchor account holder loyalty and retention.

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Millennial Banking Report

The largest generation in America is also the one financial institutions seem to have the hardest time figuring out. Millennials (Americans born between 1982 and 2000) characteristically value loyalty, but study after…

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Signals: The Marketing Evolution You Cannot Afford to Ignore

Five Best Practices to Drive Stronger ROI and More Timely Offers to Consumers and Small Businesses In financial services, it’s very tempting for marketers to think of their activities in…

View >