Optimize Customer Relationships

Millennial Credit Card Customers, Part 2: Connecting With a New Breed of Credit User

Millennial credit card customers prefer to manage their accounts online rather than through paper statements.

In part two of this series, we explore what it is that millennials truly want out of their credit offers and services.

Customer Data Management, Part 1: Best Practices for Cleansing Data

Identify new customers and expand existing relationships with good customer data management.

Good customer data management starts with data cleansing. Use these best practices to identify new customers and expand existing relationships.

Property Valuation, Risk Mitigation and Earning Customer Confidence

With mortgage rates still near historic lows and the shift to a purchase market, it is more important than ever for lenders to qualify borrowers appropriately.

In order to improve loan quality, lenders should evaluate a borrower’s potential undisclosed debt and determine the appropriate valuation for the property.

Marketing Credit Cards to Millennials, Part 1: Playing by Their Rules

To market credit cards effectively to millennials, you need to understand their concerns about credit.

By using trended data, you can market to millennials on the terms that are most appealing to them.

Equifax Joins Top Lending Professionals at CUNA Lending Council Conference

CUNA Lending Council Conference Sponsor

Join Equifax at the CUNA Lending Council Conference, November 2-5, 2014.

Today’s Credit Unions Adopting New Marketing Strategies

Credit Unions Adopting New Marketing Strategies for ROI

Credit unions are adopting new marketing strategies to appeal to an increasingly promotions-savvy banking population.

Lifecycle Management Part 4: Making the Most of Customer Interactions

Interacting with your financial institution customers

When banks do get a chance to personally interact with customers and prospects, it is important to make the most of those opportunities.

Lifecycle Management Part 3: Know Your Customer With Relationship Optimization

Your cross-sell chances are limited until you know your customer.

Know your customer through a holistic understanding gained by a combination of first- and third-party data.

Lifecycle Management Part 2: How To Keep Fickle Customers on Your Side

Fifth Third Bank works hard to avoid fickle customers.

For the fickle customer, banks have become a utility for them instead of a personalized service. Here, we explore how a bank turned that perception around.

Three Steps to Targeted Prospecting Success

Audience segmentation can improve your targeted prospecting.

Improve your targeted prospecting in a financial marketing effort by knowing your end customers’ total profile and the kinds of media they respond to.