• Ed Lawler headshot
    Edmund Lawler Aug 17, 2017

    Why smart banks value slow money

    Cognizant study finds financial institutions can strengthen relationships by focusing on customers’ longer-term, ‘slow money’ concerns.

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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
    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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  • Three steps for attracting Millennial customers

    Dave Kerstein_resized
    David Kerstein Nov 13, 2015

    As the Millennial generation increases its economic clout, banks need to adapt strategies that enable them to profitably attract, serve and grow with these new customers.

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  • Four principles for capturing customer value

    Fergus Gordon Nov 6, 2015

    In an omnichannel environment, banks need to move from strategies that 'pull' customers through points of interaction to those that actually anticipate and then meet customer needs.

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