Insights

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Episode 10: Marketers: Here’s how to handle your data problem

Listen as Leigh Anne Bentley, CMO of Leaders Credit Union, talks about solving “the data problem” at a financial institution.

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Connect With Customers In Today’s Economic State: A Spotlight On Financial Institutions

If financial institutions want to build loyal customers, they’ll have to embrace personalization. They must understand how different generations and segments approach banking. Read on to learn more.

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Quick Q&A: Creating an Effective Acquisition Program

If financial institutions want to build loyal customers, they’ll have to embrace personalization. They must understand how different generations and segments approach banking. Read on to leanr more.

70% od people say they want to cut expenses everywhere possible.
3 Ways Consumers Are Shifting Their Financial Goals

Financial institutions are selling a range of products, services and offers to attract customers. But are their offerings in line with what people expect from their financial institutions? Let’s find out.

Personal loans provide an alternative to credit cards in a raising raise environment
Let’s Get Personal (With Personal Loans)
Once an obscure borrowing option, personal loans have exploded in popularity to become the fastest growing segment of the consumer…
How to Deepen Indirect Relationships Through Effective Financial Services Marketing

Growing business in a financial institution is not always about attracting new customers and members. One of the most effective methods, in fact, comes through deepening existing relationships with those who may not have actively chosen your institution in the first place.

New Movers Mean New Business Opportunities
New Mover Programs Are an Old Favorite For Big Acquisition Results

New movers are an excellent target for financial institutions to increase market share in deposits, loans, and ancillary services. To attract new movers, follow these four best practices.

Deliver a best-in-class customer experience and exceed loan marketing goals
Follow Lia through the ideal Multi-Loan Pre-Approval Loan Customer Experience Journey that results in a personal loan for an unexpected…
Credit Union Surpasses Previous Year’s Loan Volume by 29%
A credit union sought an efficient and cost-effective way to increase loan growth throughout its entire portfolio by marketing multiple…