Use the Power of Data to Dig Deeper with Banking Customers
Successful bank marketing requires a holistic view of the customer, driven by effective use of data. Three competencies bring this about.
Successful bank marketing requires a holistic view of the customer, driven by effective use of data. Three competencies bring this about.
A CDP helps bridge data gaps and enhances personalization. Some in banking still wonder if it's a bridge too far, but opinions are changing.
Higher rates are changing consumer behavior and squeezing IT budgets, but focused CX investments can help banks through the challenge.
Personalization of mobile apps is increasingly expected as consumers grow accustomed to technology that adjusts to them.
To build stronger customer relationships in uncertain times, banks must recognize the need for a holistic customer engagement strategy.
Financial education, while useful to provide meaningful insights to customers, can also be a great way to build trust with consumers, says EVERFI's vice president of strategic partnerships Ryan Swift.
In this webinar, explore customer-centricity in the context of banking marketing as well as its wide-ranging implications for the future.
One meaningful email based on true understanding of a consumer's circumstances will cross-sell more than a bushel of 'personalization.'
Learn how to balance automated and self service channels with seamless integration to human support resources for more complex needs.
Personalization strategies not only support improved results in customer acquisition and cross-selling. They are now a basic expectation.
Banks and credit unions must provide data-driven personalized solutions that help consumers become more financially secure.
As tech investments ramp up, so does the need for advanced security measures to protect both consumer and financial institution data. It's hard, but you can balance the two says IDology's Heidi Hunter.
83% of FI leaders agree investing in AI is essential for 2024 but how you leverage AI is instrumental in success and meeting customer expectations.
Read More about Navigating the Role of AI in Financial Institutions
Financial institutions must use data, analytics, machine learning and new technologies to understand and build engagement with customers.
Banks and credit unions that make every interaction connected, relevant, trusted and human will build loyalty with digital-first consumers.
Faced with multiple challenges, bank and credit union marketers can become tentative. Three simple projects can help break the gridlock.
Banks and credit unions are working to integrate diversity — but they are not even close to where they need to be, say two top consultants.
Three steps can help financial marketers shift unprofitable accounts to the plus column. Personalized offers at the right moment are key.
These unconventional growth strategies will increasingly replace historically reliable approaches like retail branches or buying banks.
Investing in digital transformation initiatives in banking is pointless if the back-end processes can't keep up, says Salesforce's distinguished solutions engineer Tom Chang.
Any CX strategy that ignores underlying business models, back-office efficiencies, or operational excellence is a recipe for failure.
Despite progress in analytics, data-driven decision-making lags, especially with SMB customers, making them susceptible to poaching.
Consumer attraction to digital banking providers goes beyond ease of use. These firms connect with people in a way that builds comfort.
Build a modern credit card strategy that balances profitability and risk, adopts the latest technology and delivers the customization that cardholders demand.
Read More about Navigating Credit Card Issuing in an Uncertain Economic Environment