Katie Kuehner-Hebert
Sep 22, 2022

With countless pitfalls possible, institutions must stay focused on what’s important to better ensure a smooth integration.

Before winning Most Innovative Finserv of the Year at the 2018 BAI Global Innovation Awards, USAA chief innovation officer Zachary Gipson sat down with BAI to shed some light around the organization’s innovation philosophy and how it built a culture that promotes success.

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By at least one measure, USAA has the most satisfied customers of any bank on the planet.

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For many financial institutions, there’s the consumer brand designed to attract and retain customers.

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Technology has brought whirlwind change to many areas of banking.

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“Banking,” says Drew Sandholm, the marketing director with Quontic Bank in New York City, “is incredibly competitive.

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Ultimately, every organization shares an identical purpose: to create operating leverage by growing revenue faster than expenses.

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People switch banks for all sorts of reasons.

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While it’s tempting to break up customers by their particular age demographics, it can also overlook those crucial elements that unite consumers across all generations.

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The tired stereotype of banks handing out toasters to attract new customers is alive and well but in a more 21st Century form.

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It’s one of the most ubiquitous sales programs in the banking industry and should be one of the most productive: the cross-silo referral program.

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Many executives and marketing professionals view consumer loyalty as the Holy Grail: Simply put, loyal customers will stay with you and give your bank a stable customer base and stable revenue for years to come.

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Whether it’s through the use of chatbots and predictive analytics, or taking compliance and fraud fighting to the next level, artificial intelligence promises to change every aspect of banking like nothing else before it.

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At a recruiting open house at ESL Federal Credit Union’s  Rochester, N.

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While the home equity loan market is picking up, so too is the pipeline backing up for stuck applications waiting to be processed.

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The millennial generation comprises one of the nation’s largest population segments.

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In recent years and in many industries, artificial intelligence (AI) has transformed organizational strategies and outlooks in ways unthinkable just a generation ago.

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In the sales enablement world, leaders are learning a new language—the language of risk.

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In the sales enablement world, leaders are learning a new language—the language of risk.

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