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 reserves…
Posts published in “Customer Retention”
With the wants and needs of account holders changing regularly, financial institutions (FIs) need to consider ways to differentiate their services to cultivate customer loyalty…
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…
MADISON, AL., Aug. 3, 2020 – DeepTarget Inc., a solution provider that utilizes data mining and machine learning to deliver targeted communications…
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…