MADISON, AL., Aug. 3, 2020 – DeepTarget Inc., a solution provider that utilizes data mining and machine learning to deliver targeted communications…
Posts published in “Customer Retention”
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 ones…
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…
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 they…
Technology advances have significantly impacted consumers’ expectations for every service provider they interact with, including their financial institutions. Uber and Lyft can immediately populate frequent…
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 received…
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…
Today’s tight margin environment makes it difficult for financial institutions to maintain profits. Those that don’t understand the sources of that profitability will continue to…
As many community bank executives know, communication is a crucial aspect of building long-standing relationships with customers. Regional banks need to use each channel and…
According to a recent Kasasa/Harris Poll study1, more than half of Americans (55%) would be most likely to consider opening a new checking account at…