• Brad Jones
    Brad Jones Aug 24, 2016

    Making “Right Audience, Right Message, Right Time” a Reality

    To optimize marketing efficiency and performance, financial institutions need to enhance their core data, segment their audience, use consistent messaging across channels and use closed-loop attribution to measure performance.

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  • Making “Right Audience, Right Message, Right Time” a Reality

    Brad Jones
    Brad Jones Aug 24, 2016

    To optimize marketing efficiency and performance, financial institutions need to enhance their core data, segment their audience, use consistent messaging across channels and use closed-loop attribution to measure performance.

    Read More
  • The Good, Bad and Surprising News About Millennials

    Brad Jones
    Brad Jones Jul 26, 2016

    While Millennials are certainly more tech-savvy than previous generations, they also display a surprising preference for opening checking accounts at the branch, which provides cross-sell opportunities for financial institutions.

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  • Ten Steps to Succeed with Microbusinesses

    Charles Wendel_resized
    Charles Wendel May 2, 2016

    While banks often struggle to lend to microbusinesses profitably, leveraging their branch sales force effectively can improve the odds.

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  • Three Ways to Make Your Bank Customer-centric

    Mark Hendrix_resized
    Mark Hendrix Apr 4, 2016

    Financial institutions can improve the customer experience by making themselves easier to do business with, being guided by the Voice of the Customer and by systematizing data collection and usage.

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  • Redefining the Top-of-Wallet Customer

    Nidhi Verma, Ezra Becker Mar 29, 2016

    Analyzing credit card customers using enhanced credit data can help improve the efficiency of marketing outreach to those customers.

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  • Rethinking the Generation Gap in Banking

    Mar 25, 2016

    Despite the stereotypes of Millennials going all-digital for their banking needs, jumping to conclusions about generational change can lead bankers astray, according to BAI Research.

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  • Funds Transfer Pricing for Profitability Measurement

    Ken Levey_resized
    Ken Levey Feb 24, 2016

    Bankers can improve their capabilities in profitability measurement if they learn to utilize funds transfer pricing analysis to its full potential.

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