As the demand for more personalized experiences and targeted offers continues to rise in the financial industry, banks and credit unions must learn to rely heavily on their data to build nuanced insights to better serve their customers or members…
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…
If HELOC’s or Home Equity Loans are part of your overall loan growth strategy, considering timing and messaging of your HELOC campaigns is important to create high-converting loan campaigns. Here are 3 things to consider when building a high-converting HELOC…
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…
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…
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?…
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…
Email is great when you have your customer or members’ email address. But what happens when you don’t have an email address? Do you just stop communicating altogether? Obviously not. We’ve spoken with hundreds of banks and credit unions over…