• Charles Wendel_resized
    Charles Wendel May 2, 2016

    Ten Steps to Succeed with Microbusinesses

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

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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.

    Read More
  • 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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  • Millennials on Banks and Money

    Chris Skinner1_resized
    Chris Skinner Dec 11, 2015

    When it comes to banking relationships and attitudes towards money, Millennials resemble previous generations more than you might think.

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  • Four Steps to Acquiring Millennials for Wealth Management

    Joseph Pagano Nov 16, 2015

    Financial institutions that wish to attract millennials for wealth management services need to start with their own millennial employees, utilize robo-advisors, prioritize mobile and offer video collaboration.

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