Financial institutions were in need of an alternative way to directly communicate with their account holders on a one-to one basis through a relevant and efficient channel. Harland Clarke’s CheckSmart Messaging™ helped increase the communication response rate to 20 percent higher, increasing incremental deposits and loans across the 13 participating financial institutions.Download PDF
Engaging account holders in needs-based conversations about their financial plans and situations can and does unlock a treasure trove of cross-sell opportunities. Uncovering the needs of account holders who are looking to plan for retirement, seeking a new set of wheels, hoping to put a son or daughter through college and more can be ascertained in just minutes.
Let’s face it … when it comes to help with managing money, there’s a lot of competition out there, and account holders have plenty of choices. Each state has a...
Guest blogger Tansley Stearns from Filene Research Institute discusses what credit unions and banks can do to reach Millennials.