Do you know how account holders’ checking behaviors affect long-term revenue potential? Checking accounts serve as the anchoring relationship for most financial institutions. Findings from this industry survey offer timely statistics and ideas on how to acquire new, more active customers while expanding existing financial relationshipsDownload pdf
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...
Findings from this industry survey offer timely statistics and ideas on how to acquire new, more active customers while expanding existing financial relationships.
Measuring retention should be an ongoing process, tracking increases or decreases over time and identifying how to improve it if necessary. Tracking other variables, such as length of relationship, number of products and demographic factors, provides visibility into where you’re falling short in product offerings to certain market segments and allow you to adjust your cross-sell initiatives.