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Anatomy of a Banking Customer
Anatomy of a Banking Customer

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.

Being Tech Focused Can Build Better Branches
5 Ways to Future-Proof Your Branches

How can you make your bank or credit union a top choice and ensure your branches don’t become obsolete? To future-proof your branches, they’ll first need to evolve. These five services offer a good place to start.

57% of bank marketers are experiencing difficulties making sense of customer data
Bank and Credit Union Marketers Agree: Data Is The Key To Acquisition and Increased Wallet Share

Many banks and credit unions have had to shift their marketing strategies do accomodate changes in the economy, To do so, they needed to rely on the power of data.

48% of people plan to use their tax refund to pay down debt
Tax Time Turbulence: How Families and FIs Can Manage Tax Refunds

Here are a few examples how FIs can help people make better financial decisions this tax refund season.

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.

71% of consumers have used a digital wallet in the past 12 months.
How Can Financial Institutions Win Hearts, Minds and Consumer Wallet Share in 2023?

The new year is here … but so is economic uncertainty. What does the coming year have in store for banks and credit unions? Find out here.

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.

The Four Payment Pivots Financial Institutions Need to Know

Cash is no longer king. It has declined in consumers’ payment preference. What’s on top? Credit cards. Sixty-one percent of American adults rank them their top payment choice. However, credit card popularity declines as younger generations move toward alternative payment methods.