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M&A
Managing the customer experience during an M&A is critical — but it’s not always easy
White Paper
The key to a successful M&A lies in retaining the new and existing client base. However, most financial institutions underestimate the need to engage and satisfy customers during a major... more
Loan Marketing
Trends in Auto Lending — and How Banks and Credit Unions Can Act On Them
White Paper
Financial institutions are flush with deposits right now. This, combined with the current low-interest rate environment leaves many of them in search of new revenue channels. Auto lending presents an... more
Loan Marketing
What’s Trending in Lending, Episode 4: How to Market to Today’s New Consumer
Video
Consumers today are financially savvy and have a wide range of options when it comes to choosing a lender. They want personalized offers, accurate interest rates and credit worthiness decisions... more
Loan Marketing
What’s Trending in Lending, Episode 3: Marketing to Millennials
Video
As the largest living generation, Millennials are in-market for almost every product or service a financial institution offers. Before you can earn their business you have to get their attention... more
Loan Marketing
What’s Trending in Lending, Episode 2: Interest Rates
Video
For the past decade financial institutions have not experienced a rising rate environment, until now. How is your marketing strategy impacted by a rise in interest rates? Not every loan... more
Loan Marketing
What’s Trending in Lending, Episode 1: Home Equity
Blog, Video
After reaching a near 10-year high most financial institutions are experiencing a drastic drop in origination of new home equity lines of credit (HELOCs). What happened to them? How can... more
Customer Insight
How To Create A Successful Customer Experience Strategy
Article
A true voice of the customer strategy is a multi-faceted process focused on understanding the customer experience via actionable data and analysis on multiple levels. Learn why: Gathering consumer data... more
Loan Marketing
Loan Marketing For 2021 and Beyond
Article
Opportunities for lending have been expanding in recent years as Americans demonstrate a willingness and capacity to borrow more and to refinance existing debt — especially while interest rates remain... more
Check Programs
Defending Against Fraud’s Synchronized Attacks On Banking and Consumers
Article
Fraud is increasing in effort and sophistication, making the duty of financial institutions to protect themselves and consumers more important than ever. Your best strategy is to gain a clear... more
Customer Engagement
TrendWatch 2021: Banking versus COVID-19 | Five Overnight Changes to How Banking Engagement Is Delivered
Report
We asked banks and credit unions of all sizes about the impact COVID-19 had on how they conduct business and connect with consumers. What our experts found is reality has... more