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Posts tagged with "Onboarding"

12/30/2019

Three ways for treasury leaders to increase visibility

Elevating the function of treasury management helps strengthen its contributions As our leadership interviews have shown, treasury management stands at a crossroad. Historically, the department operated as an administrative, customer service and back office function. However, as FIs face greater pressure on fees and deposits, more competition from Fintechs and a need to modernize technology,…

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12/17/2019

Treasury’s new full-time job? Keeping pace with tech, customer expectations

Treasury leaders require more resources to innovate and compete Meeting a treasury customer’s needs is critical to a strong, long-term and profitable relationship. While this concept is not lost on the treasury leaders we interviewed in our recent whitepaper, many face a difficult predicament: How to keep up with the pace of technology and the…

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01/21/2019

Treasury management at small FIs: Juggling resources, banking on personal relationships

Small and mid-sized FIs share their views on treasury’s future To close our treasury management series, we examined our research findings by asset size of participating financial institutions (FIs). Large FIs were defined as those with $30 million or greater in assets; small and mid-sized FIs those with less than $30 million in assets. This…

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09/28/2017

What’s on the Agenda for DX18?

Can you believe fall is here? You’re probably diving into Q4 and all the hours of planning, forecasting, and analyzing that go into prepping for next year. We know you’re busy, but don’t forget — Deluxe Exchange 2018 (DX18) will be here before you know it! You’ll notice quickly when you visit the Deluxe Exchange website that…

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09/26/2017

Using Machine Learning to Maximize Customer Acquisition and Retention

Two mothers sit on a park bench, watching their offspring on the playground. Mom No. 1 observes to Mom No. 2, “Your son is very intelligent.” Mom No. 2 sighs, shakes her head and responds, “Yeah, but he’s not interested in learning.” This vignette perfectly encapsulates the relationship between artificial intelligence (AI) and machine learning….

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06/26/2017

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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06/23/2017

The Role of Follow-Through in Loyalty-Building Onboarding

We love our jargon in the banking industry, and financial institutions today have managed to expand Eddie’s simple six-word formula for success into multiple layers of terminology, seasoned with plenty of technology. We talk about creating an ideal “customer journey,” “data-driven insights” to drive “segmentation” and “build brand loyalty,” as well as the importance of…

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