• Jun 27, 2019

    Attracting millennials by attacking their challenges

    Faced with a crush of serious financial realities, millennials need forward-thinking banks to help them gain a firm footing in life.

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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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  • Serving the underbanked with short term loans

    Ben Morales Aug 5, 2015

    Banks and credit unions can meet the needs of the underbanked and achieve significant community impact by offering short-term loans to this population.

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  • Flexibility is key in segmenting customer groups

    Dan Moultrie Jul 15, 2015

    To be successful at capturing varied customer groups, banks need detailed information about segment preferences and then must apply this data to product design and pricing.

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