Voice of the Customer Helps Financial Institution
Achieve Core Deposit Growth of $641 Million

What do financial marketers look at when they look at performance? Metrics vary depending on the campaign, but they’re crucial to measuring and analyzing effectiveness and aiding in future marketing planning. Respondents in our annual survey of financial services marketers said growth in the number of account holders is again the number one measure of marketing performance.

What is the biggest challenge for your financial institution? If you’re like nearly a third (29.3 percent) of financial institution executives, you’ll say it’s driving growth and profitability. There are many avenues for growth, of course, including branch staff, online initiatives, direct mail and lending teams. But one surprising and frequently ignored growth channel is your contact center.

With financial marketers telling us in our annual survey that they have more control over their budget building process for 2017, we followed up by also asking where they would be spending their budget – and effort – this year.