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.

Looking to the Future – Emerging Affluent Millennials

Millennials in work environment

Webinar:  Looking to the Future – Emerging Affluent Millennials 2 p.m. Eastern, September 30, 2014 Register As banks look towards the future and work on setting the foundation for growth, a key part of the plan is better understanding the preferences and needs of their Millennial customers and how to identify which of those Millennial [Read More...]

Protecting Data Privacy

marketing efficiency

Theft of consumer financial and identity information is rising, and the subsequent use of those stolen identities to attempt breaches of other sites compounds the problem. So far this year there have been more than 100 data breaches caused by hacking or similar reasons according to the Privacy Rights Clearinghouse, with more than 200 breaches from all reasons. [Read More...]

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.

Two Critical Credit Union Trends Facing the Industry

Businessman using laptop and mobile phone

There is one uniting theme to the challenge credit unions are facing today: technology. Here are two of the critical credit union trends.

Subprime Auto Lenders See Resurgence Thanks to Better Data

Subprime lenders are expanding across America, especially in the south.

Subprime auto lenders are taking advantage of higher-quality data, leading to a resurgence in the market.

Rethinking B2B Risk, Part 4: Lowering Risk Exposure With Decision Analytics

Automation can smooth the process of decision analytics.

By incorporating automation tools to help with decision analytics, creditors can gain deeper insights without losing control.

Sharing Cyber Threat Info to Improve Security

Cyber-security Sharing Bill

Last month the Senate Intelligence Committee approved a bill that would protect firms from any legal liability for sharing cyber threats with the government. This bill would set up a web portal in the Department of Homeland Security where private firms can confidentially share threat information without legal liability. The counterbalance to this sharing of information [Read More...]