Marketing

How to gain and retain customers in the ‘next normal’

9/1/2020
Months of frantic financial uncertainty have prompted consumers to conduct a form of “service relationship triage,” in which they evaluate the relationships that truly provide value to them.

10 steps to starting a digital banking transformation

9/1/2020
Most financial institutions understand the power of digital. The more pressing question, though, is how an organization brings all the components together to turn digital transformation into reality.

E-sign considerations in mortgage lending

4/1/2020
More and more banks are taking applications, delivering disclosures and closing loans all online and without ever seeing the borrowers.

How to successfully define your target market

3/1/2020
Watching the Super Bowl is as much about the game as it is about the commercials. If you stop and think about it, all the commercials are geared to a target audience.

Forecasting call volume for a conversion event? Try these five best practices

11/1/2019
Accurate forecasting is key to proper staffing and delivering a high-quality customer experience during a conversion or change event.