Sales Strategies Archive

Data is Powerful, But Not Banking’s ‘Silver Bullet’

Big data is not a 'silver bullet'. It is part of a strategic framework that uses analytics and technology to deliver an improved customer experience.

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Tips to Help Financial Marketers Grab More Home Equity Lending Business

Here's how community banks and credit unions can generate more home equity lending, along with a gallery of marketing examples.

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Personalized Experiences Are The Only Way Banking Brands Can Differentiate

Banks and credit unions can only achieve brand differentiation with hyper-personalized experiences and data-driven marketing.

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3 Ways Digital Assistants Can Turn ‘Selling’ into ‘Advising’

The combination of data, digital technology and advanced analytics can turn selling into advising for the banking industry.

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4 Ways To Become Consumers’ Primary Financial Institution

To steal business from the biggest banks, local banks and community credit unions must supercharge their cross-selling strategies.

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94% of Banking Firms Can’t Deliver on ‘Personalization Promise’

Difficulty in providing a personalized banking experience by traditional banks and credit unions opens the door for fintech and big tech providers.

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The Psychology of Personalization In Banking

To build a strong individual experience, it is important to understand the psychology of personalization.

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Customer Journey Mapping Provides Path to Digital Banking Loyalty

Understanding the customer journey as consumers move from shopper to buyer of financial services can improve sales and loyalty.

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Moving From ‘Mad Men’ Era Advertising to True Digital Financial Marketing

Financial marketers must address the needs of increasingly distrustful consumers while finding ways to engage with them on their terms.

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2018 State of Financial Marketing: Adoption of Martech Solutions Remains Anemic

The use of digital marketing technology tools remains low in the banking industry, impacting marketing effectiveness and customer experience.

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An Omni-Channel Approach to Onboarding Banking Relationships

While the future points to digital channel engagement in banking, physical branches still play a role with new customer onboarding.

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Financial Marketers Either Get Onboarding Right or Pay a Heavy Price

Banks and credit unions that don't have a sophisticated, digital-first onboarding strategy will see sagging satisfaction scores and a balance sheet that suffers.

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The Massive Untapped Sales Opportunities of Mobile Banking Users

For any retail financial institution, mobile banking users are the most active and engaged segment, but financial marketers do a terrible job cross-selling to this base.

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Multichannel Onboarding Communications Trends in Banking

This showcase provides excellent examples of how financial institutions increase their ROI by welcoming, onboarding and cross-selling new customers.

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The 7 Habits of Highly Successful Bankers on LinkedIn

In less than 35 minutes a day, bankers can do 7 things on LinkedIn that generate leads, engage prospects and strengthen relationships with existing customers.

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Digital Consumers Demand Personalized Pricing

Dynamic pricing of banking products and services is expected by digital consumers who expect real-time recognition of relationships.

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2018: The ‘Year of AI and Machine Learning’ for Financial Marketers

Digital marketing in financial services requires the use of AI and machine learning to improve personalization and make marketing faster, cheaper and more efficient.

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