With financial literacy month coming up, it’s a good time to reevaluate your approach to your financial education efforts. If you don’t have a formal financial education program currently in place, you may be missing a huge opportunity when it…
Working closely with our customers, we have found that it is very challenging for financial institutions to overcommunicate with their relationships - especially if they’re taking the time to send timely, targeted offers and messages that help with building relationships…
We’ve been consulting with our customers on ways to use Google products to inform product promotions. A personal favorite of mine is Google’s Keyword Planner located in AdWords. Before we get into the post, let’s talk about the Keyword Planner a bit…
An engaged relationship is a loyal relationship. While that seems to be a simple concept, it can be challenging to perfect the art of customer or member engagement outside of the typical emphasis on products or services. We’ve found that…
Figuring out the best time to offer your IRA savings accounts and who to send your offers to can help you maximize deposit growth. Fully understanding your account holders behavior is essential to meeting your annual deposit growth goals. Here…
Kids savings accounts, while not always large in deposit amounts, are valuable and profitable products for bank and credit unions to offer. Not only are they an opportunity to educate young consumers on the basic fundamentals of good financial habits,…
Drive accountholder engagement and streamline marketing efforts by automating communications.
America Saves Week encourages thousands of families and individuals to save each year. As a financial institution, it’s your responsibility to motivate and lead your customers and members in understanding the importance of saving and learning the right strategies to…
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…