Gen Z’s Top Priorities When Selecting a Financial Services Provider
Retail bankers may assume they have Gen Z down pat. But traditional institutions and fintechs must earn the trust of these young consumers.
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Retail bankers may assume they have Gen Z down pat. But traditional institutions and fintechs must earn the trust of these young consumers.
Banks and credit unions that make every interaction connected, relevant, trusted and human will build loyalty with digital-first consumers.
Banks and credit unions have readily embraced 'digital transformation,' but few understand what it entails beyond customer-facing apps.
Faced with multiple challenges, bank and credit union marketers can become tentative. Three simple projects can help break the gridlock.
The 'Great Resignation' is an ongoing challenge. Here's how banks and credit unions can insulate their call centers from the staff shortfall.
A small Florida bank seeks to fill a niche by serving riskier businesses — nationally — that other financial institutions shy away from.
Their emphasis can be grouped into three broad trends: Using data to know customers, humanizing marketing and optimizing with analytics.
The rise of digital makes it harder to be a relationship banker, but modern technology frees up time for a human connection when needed.
Pairing network video systems with AI creates opportunities for banks and credit unions to improve security and customer safety in branches.
To move forward into the engagement banking era, banks and credit unions can no longer afford to rely on an outdated technology stack.
Three steps can help financial marketers shift unprofitable accounts to the plus column. Personalized offers at the right moment are key.
The understanding of data and targeted application of it — not just access to it — will determine financial institutions' ability to compete.
This webinar will offer a comprehensive roadmap for digital marketing success, from building foundational capabilities and structures and forging strategic partnerships, to assembling the right team.
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Connect with your customers and provide lightning-fast support as effortlessly as texting friends. Two-way SMS text messaging is no longer optional.
Community banking has plenty of innovation potential, but often it takes leaving the traditional banking mindset to find the opportunities.
New data highlights key differences between what mature customer experience programs accomplish versus what other financial institutions do.
Many financial institutions rely on a platform that isn't well-suited to them, negatively impacting CX. Here's what they should look for.
Still widely used, the marketing customer information file (MCIF) is now obsolete. Seven steps can help institutions modernize their methods.
Bank and credit union marketers can put surplus deposits to work (and increase budgets) by effectively mixing four marketing channels.
A complex mix of revenues and expenses is not always understood by financial institutions, which can turn card programs into profit drains.
Tech-only remedies could degrade service, but a combination of human-centric and conversational AI can reduce the strain and retain good CX.
Not only revenue is at risk, but your reputation (because of redlining). The right tech and methods can aid financial marketers with both.
Moving ahead with digital banking projects during a merger integration is tough. But the consequences of not doing so are far worse.
Covid has not only been a great accelerator of digital payments, but also fraud. Financial institutions must balance risk with CX.
Achieve a better return on your marketing investment. Leverage behavioral data and analytics to target the right customers with the best possible offers.
Read More about Send the Right Offers to the Right Consumers
Learn how to enhance your brand’s local visibility, generate more leads, and attract more customers, all while adhering to industry regulations and compliance.
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