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CATEGORY

Customer Retention

    The Future of Financial Services: How Low-Code, Embedded Fintech is Accelerating Digital Transformation for Financial Institutions

    The past 18 months has drastically changed the financial journeys of millions of consumers, and banks and credit unions have been busy implementing changes...

    Uncover Financial Anxiety to Increase Deposits, Loans and Loyalty!

    It’s no secret the pandemic has dramatically increased emotional and especially financial stress for many Americans. Prior to the coronavirus, many consumers had few...

    How to Meet Customer Needs and Increase Loyalty with Engaging Content

    With the wants and needs of account holders changing regularly, financial institutions (FIs) need to consider ways to differentiate their services to cultivate customer...

    How community banks can serve as the link between customers and their communities this holiday season

    In the wake of ongoing economic turmoil caused by the COVID-19 pandemic, community banks across the U.S. are approaching an existential crisis. Beyond American job...

    DeepTarget Creates An Immersive, Social Media-Influenced Experience to Financial Institutions

          MADISON, AL., Aug. 3, 2020 – DeepTarget Inc., a solution provider that utilizes data mining and machine learning to deliver targeted communications across digital...

    Banks That Treat Customers Like Friends Now Set to Reap Benefits Long Term

    There’s so much suffering going on right now. The COVID-19 pandemic has ravaged this world in more ways than one. People have lost loved...

    Intelligent, Personalized Goal-Based Savings: Help Your Customers Build Financial Resilience In Turbulent Times

    Goal-Based Savings: More Important Than Ever Most of the retail banks I work with know that helping their customers meet their financial goals is a...

    Financial Services 2020: Speed & Convenience Win

    Face it: Your most profitable customers are empowered, impatient, and demand instant gratification (at least from their bank)Customers are feeling empowered in a way...

    Keeping Up With The Times: the Importance of Modernizing Customer Service in a Digital-First World

    Technology advances have significantly impacted consumers’ expectations for every service provider they interact with, including their financial institutions. Uber and Lyft can immediately populate...

    CUSO Financial Services Receives BISA Technology Innovation Award for Business Texting Capabilities

    CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF), full-service broker-dealers and subsidiaries of Atria Wealth Solutions (Atria),  announced today it has...

    What Don’t You Know About Your Customer?

    I’m Your Customer and You Don’t Know Me In our work with banks, we still hear some employees asking the wrong question: “What product or...