New Customer Onboading: Increasing Long-Term Growth Potential

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Like the old adage of an iceberg, much of the growth and wealth potential of a new customer is found under the surface of your first interactions. If…

The Mass Affluent: You Can Bank on One Thing — They’re Not All Alike

Understanding the diversity of mass affluents will help you determine their needs.

The mass affluent have unique retail banking and financial services needs. Here, we discuss some of the key differences and how to leverage them.

Debit or Credit? Shifting Payment Methods Represent Opportunity for Banks

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Credit trends point to a new attitude toward credit these days, especially among the Generation Y (the younger generation with birth dates between the …

Remote Access — Do You Know Who Is In Your Data?

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Just over 80 percent of HR managers in a recent survey gave their agencies a grade of B or C for progress in meeting the Telework Enhancement Act’s goals of using telework to achieve greater flexibility in workforce management Letting workers access sensitive systems and data from off-site locations and, potentially, using uncontrolled devices raises a [Read More...]

More Balance Transfer Applications Through Better Consumer Research

Equifax targets balance transfer candidates

How can better data help you find and land more balance transfer candidates? Here we explore how to target prospects without unwanted marketing expenses.

The Mass Affluent: The Low-Hanging Fruit of Financial Services Companies

How do you attract the mass affluent? With research and the right tools.

The Mass Affluent — Who are they? Where are they? What do they want from a traditional financial institution? Read on for more about this key demographic.

Time Series Data: Capture Trends to Boost Your Business

Capturing Trends

Time series data highlights critical trends for any business looking to mitigate risk.

Big Data in Finance: 3 Banks That Get It

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Today’s business world is constantly changing, and nowhere is this more apparent than in the world of information management. The rapid advances in…

Subprime Vehicle Financing at a Seven-Year High

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SubPrime Auto Finance News recently published an article regarding the surge in subprime vehicle financing.  In fact, the numbers for March 2014 came in at $13.1 billion, higher than any single month for the past seven years.  But while the total dollar amount is at historic highs, the average amount per subprime loan came in [Read More...]

The New View of the Bank Customer

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The way customers view banks is changing, and successful financial institutions will change the way they view the bank customer as well. No longer just…