The Art & Science of Human Persuasion
New research by neuroscientists reveals people don’t actually “make” decisions, they usually fall back on a reflexive response without much (if any) thinking. The truth is that consumers don’t make logical choices — particularly when it comes to their finances. In this session, you will learn how to strategically exploit the decision defaults that have […]
Critical Data Tools for Financial Institutions
Everyone is now buying everything online, including those who liked shopping offline. Amid this shift, people are now demanding better, more personalized experiences. Forward-thinking financial institutions are scrambling to better understand and track buying patterns and trends… but that’s not enough. In fact, there’s a huge gap most banking providers don’t recognize — one that […]
Mining for Gold & Driving ROI With Your Data
In the age of analytics and data-driven decisions, financial institutions are lagging. Most have not fully tapped their most valuable resource: internal data. As the race for growth intensifies, why aren’t more financial marketers leveraging the wealth of information right at their fingertips — from product utilization trends and depth-of-wallet patterns, to geo-demographic insights and […]
Unleashing Robotic Automation for Growth
With artificial intelligence, predictive analytics and machine learning, traditional financial institutions are building new robo-tools that slash costs and improve the banking experience. Working alongside employees, robo-solutions can extend the creative problem-solving capabilities and productivity of human beings and deliver superior business results. Learn how these new tools can save manpower by ascribing human intuition […]
The Power of Cognitive Analytics
In the past, it was easy to know your customer. You could meet them face to face in a branch and say hello. But these days more interactions occur in online channels than in the real world. Do you know who your digital customers are? How much — if anything — do you really know […]
Onboarding Strategies for New Accountholders
It costs a lot of money to acquire new customers, and you never get a second chance to make a first good impression. What happens in the days and weeks after someone opens their new account or gets a loan has a massive impact on their long term profitability. It’s simple. Banking providers that cross-sell […]
Data-Driven Financial Wellness Programs
In today’s world, a financial literacy program is often little more than lip service. It’s a checkbox that few financial institutions take seriously, and seldom seen as a marketing lever with real impact on revenue. In this session, you’ll learn the importance of customer advocacy, and how savvy financial marketers can create comprehensive financial wellness […]