• Eric Hathaway Aug 24, 2018

    File under ‘opportunity’: Attracting customers who lack credit records

    Yes, there are risks to working with people with thin (or no) credit histories. Enter alternative data.

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  • Youth-Oriented Marketing, Frankly Speaking

    KAREN EPPER HOFFMAN_resized
    Karen Epper Hoffman Nov 8, 2011

    Singapore’s OCBC Bank reaches out to Generation Y with a youth-oriented branch and marketing message.

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  • Delivering on the Segmentation Promise

    • Bill Long
    • Ron Garmon
    Jun 10, 2011

    Advances in analytics are finally bringing the promise of ‘know-the-customer’ segmentation to fruition.

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  • Retirement Is Key to Advising Affluent

    Teresa Epperson May 31, 2011

    In their drive to capture mass affluent assets, bank investment professionals should leverage ‘retirement’ as the primary theme.

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  • Extreme Makeover: Underbanked Branch Edition

    Karen Biddle Andres Dec 28, 2010

    Self-Help Federal Credit Union’s new Micro Branch shows the financial services industry how to serve the underbanked.

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