Optimize Customer Relationships

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.

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.

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…

Marketing Profitability Gets a Boost With New Analytics Tools

Marketing profitability can rise with the help of more precisely targeted tools.

In a time of slim profit margins, every advantage counts when trying to boost marketing profitability. Here’s what one credit card company did for theirs.

Help Protect Your Business Proactively With Predictive Risk

Advanced analytics improves predictive risk models, helping you more accurately identify the right customers.

There is little doubt that analytics improves the accuracy of predictive risk. Here is what one firm did to improve their model and find the right customer

Enhance Marketing Efficiency by Leveraging Big Data

marketing efficiency

In recent years, marketing has become significantly data-driven across many industries. However, many financial services firms have only begun to scrape the surface when it comes to leveraging the full power of big data. Most banks do rely on their existing firm data to plan marketing campaigns, but they can significantly enhance marketing efficiency if [Read More...]

Relationship Status: 4 Ways Retail Banks Can Increase Customer Loyalty and Satisfaction

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While average banking customers say they are satisfied with retail banking, retail bank loyalty is another story. In a 2012 World Banking Report, consulting firm Capgemini and Efma found that, while 80 percent of customers say they’re satisfied with their primary banking institution, only 50 percent were confident that they’d stick with that bank for [Read More...]