Mandi McKendree, Author at Main Street

Should the Word “Cross-Sell” Be Used for Internal Discussions?

To cross-sell, or not to cross-sell, that is the question. After such events like the Wells Fargo incident in September 2016, the word “cross-sell” hasn’t been the same for many banks and credit unions. In fact, we’ve seen some financial institutions…

7 Google Search Tricks Every Financial Marketer Should Know

Google it. It’s become a phrase I hear and say almost every day. And even when I’m not saying it – I’m almost always doing it. Google has become the primary resource for searching just about everything, especially for my generation…

triangle cookies with sprinkles and pink icing

Unlock the Secret to Boosting Loyalty Among Millennials

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Presidents’ Day Downloadable Designs

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5 Free Unique Valentine’s Day Designs

How and When Should Financial Institutions Verify, Update Account Holder Information?

With 150 million cell phone numbers discarded every year, 11.5% to 12.5% of Americans moving each year, and 7% of Americans making new email address every 6 months, it’s challenging to keep account holders’ information up-to-date. To make this task even…

8 Martin Luther King Jr. Day Shareable Designs

Core and System Conversion Resources

[et_pb_section bb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="0px||0px|||" global_colors_info="{}" theme_builder_area="post_content"][et_pb_row _builder_version="4.16" _module_preset="default" custom_padding="0px|||||" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_text _builder_version="4.17.0" _module_preset="default" hover_enabled="0" global_colors_info="{}" theme_builder_area="post_content" sticky_enabled="0"] A Collection of Best Practices for Communicating During Core Processing System Conversion. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure="2_5,3_5" use_custom_gutter="on" gutter_width="1" make_equal="on"…

Print vs Email Communications During a Core Conversion

Keeping account holders well informed during a core conversion is top priority. They need to know details about the conversion and how it will affect their account(s). Now, the question becomes, should you send letters, emails, or both? Letters vs…

Regular Communications vs Critical Communications – Core Conversion

The core conversion date has been set. The impacted services and temporary business hours are written down. Now, it’s time to inform your account holders about the big change. There are two main categories of communication during a core conversion…