The Myth of Lost Home Loan Opportunities
Since mortgage refinancing has fallen from its 4Q12-2Q13 peak,* the concern from our financial institution (FI) clients is that...
How Much is Too Much?
There’s probably still not a week that goes by when we’re not asked that old question, “How often should...
4 Ways To Improve Engagement With Your Best Customers
The Pareto principle, named after an Italian economist, basically states that 80% of any given output is generated from...
Why Won’t The Sample Sizing Debate Ever Stop?
As I have mentioned in earlier blogs, 400 returned surveys are enough to adequately represent virtually any large population....
The Future Is Now For Many Financial Institutions
Banks and credit unions are sometimes a bit hesitant to implement initiatives aimed at attracting younger account holders. In...
5 Steps to an SEO-Driven Content Calendar
While content creation and SEO (Search Engine Optimization) are not always the responsibility of the same person(s), it is...
Increase the Efficiency of Your Overall Cross Selling Efforts
We all know that temptation is a powerful force in our personal lives. It’s also a powerful force in...
What’s a Bank Or Credit Union to Do?
In my role as a strategist, I have worked with dozens of banks and credit unions throughout the U.S.,...