• 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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  • Simple Segmentation for Improved Sales

    Guenther Hartfeil Nov 7, 2014

    Even simple segmentation approaches can yield substantial results if implemented with disciplined execution.

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  • Digitally Engaging the Mass Affluent

    Katie Kuehner-Hebert
    Katie Kuehner-Hebert Oct 1, 2014

    Engaging with digitally-savvy mass affluent customers requires that banks lead with digital tools, say BAI Retail Delivery 2014 panelists.

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  • Marketing to the Emerging Affluent

    Mark Vipond
    Mark Vipond May 21, 2014

    Marketing to the emerging affluent customer segment requires a holistic digital banking experience that captures relevant personal financial data.

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  • Strategic Matrix for Customer Acquisition and Retention

    Dan Geller Apr 8, 2014

    Financial institutions are faced with a strategic dilemma: how to manage the polarity of customer needs without alienating one group or the other.

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  • Rising to the Challenge of the Rising Mass Affluent

    • Paul Hyde
    • Ashish Jain
    • Suzanne Lyman
    Nov 20, 2013

    Bankers looking to increase their share of the mass affluent market should focus on the younger segment of that market, who are more inclined to work with banks.

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  • Predictable Fees for the Underbanked

    Robert Merkle Aug 6, 2013

    While low-income customers, like anyone else, can be turned off by bank fees, making those fees less unpredictable can help keep those customers with the bank.

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  • Collections for Customer Service

    Tom Miller Mar 22, 2013

    Once regarded as a necessary but decidedly unglamorous back office operation, Collections has emerged as a tool banks can utilize to retain customers.

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