Megan Allinson
Aug 17, 2020

Surveys indicate that using a multichannel approach can be especially effective in getting the attention of customers and prospects.

One side isn’t reckless about risk, and the other knows more words than "no."

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You can wait for customers to find you or meet them where they already live. Here’s how online social and strong mortgage guidance intersect.

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While financial services organizations know the importance of search engine optimization (SEO), few emphasize the need to optimize search and support on their websites.

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Most people would sooner talk about politics, religion and romance than start a conversation on income levels or credit scores.

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While social media has become an important marketing channel in the financial services industry, many banks maintain a presence simply for the sake of it.

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Like an overwhelming number of banks, Wells Fargo wants to treat its customers individually.

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It’s no secret that happier customers are our most loyal, dependable customers.

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Faster than you can say “analytics,” bank marketers have gone gaga for data: Data this, data that, data as the new (choose one) oil, electricity, rocket fuel.

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From small community banks and credit unions to multinational megabanks, the financial services industry has undergone myriad changes thanks to the fintech revolution.

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