The CX Journey to Customer Lifetime Value
The developing world of customer experience (CX) is pushing financial institutions to adopt a broader view of engagement, one...
Targeting as a Differentiator: How to Attract the Right Account Holders for Your Financial Institution
Targeting the right prospect with the right messaging and creative can be a differentiator that sets your financial institution...
The Amazon Effect: The Impact on Financial Services and What Institutions Can Do About It
Institutions are relying on new technologies to cater to changing consumer attitudes. This disruption is called “The Amazon Effect”...
Three Ways to Trigger Loan Marketing Success
After years of sustained practicality, consumers are borrowing again at a record pace. Many are beginning home improvements, buying...
2018 Survey of Financial Services Marketers
Big Wins, Small Hurdles in Marketing
Harland Clarke’s annual survey indicates marketers feel they have everything they need to be successful: adequate budgets, respect from...
5 Challenges for Financial Institutions to Overcome When it Comes to Big Data
Historian Arthur Schlesinger once said, “Science and technology revolutionize our lives, but memory, tradition and myth frame our response.”...
Hanging Up Happy: How to Turn Contact Centers into Customer Satisfaction Centers
Customer satisfaction is now seen as the number one indicator of success, more than increasing revenues, decreasing costs, or...
Best Intentions — Do Get Punished!
By Philip D. Armstrong Major Market Strategist Clear and transparent communications are the buzzwords du jour in financial services....