As more and more consumers are turning towards digital means for banking, banks and credit unions need to develop strategies and find creative ways to drive traffic to their branches. Holidays like Valentine’s Day are great opportunities for customer appreciation…
Building a great mortgage campaign isn’t always about the interest rates you can offer. It is also highly dependent on the timing, message, and audience of your mortgage promotion. If you’re in need of growing loans at your bank or…
As a financial institution marketer, you operate among a highly-competitive landscape with growing demands for digital, customer-centric experiences. So how can you effectively compete to retain and grow customers? Personalization is a growing trend among marketers that works to improve…
A lot of our customers today are saying they have no idea why attrition is happening among their customers and members, and aren’t quite sure how to stop the process. Most banks and credit unions focus a substantial amount of…
When collaborating with our bank and credit union customers, many of them ask: How are other banks and credit unions successfully increasing ancillary product adoption? So, in response, we’ve collected some strategies and success stories from different financial institutions that…
A 628MM college credit union generated $11.5M in new loans by creating a targeted fall auto loan campaign that was sent out to 23,473 of their membership. Their campaign success resulted from sending out both email and direct mail postcards…
How to solve the problem of invalid or missing email addresses seems to be the million dollar question among financial institution marketers. What if you could solve all your email address woes with a simple annual direct mail postcard campaign?…
Objective: In this article we will be talking about how you can figure out which products are seeing the highest rate of growth or churn over a period of time. We will explore the following topics: What fields you need…
Customer and member retention is a critical part of every financial institution’s marketing strategy. In addition to promoting competitive offers, the best way to create loyal customers and keep them around is by fostering a great customer experience. Here are…
Savings account promotions are essential to increasing deposits at your bank or credit union. As a marketer, you’re constantly working to learn account holder habits to meet your annual deposit goals. We’re here to help, so you can offer the…