Category Archives: Customer Retention

Retention Best Practices for your Sustainable Growth Strategy

Welcome back to our series on sustainable growth, crafted to help financial institutions discover how...

PPP: Lessons Learned and What’s Next

3,700 community banks became Small Business Administration (SBA) lenders almost overnight to support the Paycheck...

Digital Doesn’t Have to Mean ‘Impersonal’

Mobile banking applications, online banking, and digital onboarding have become very popular in the modern...

5 Must-Haves for an Effective Onboarding Program

When it comes to keeping customers, selling shouldn’t be your top priority — engagement should....

For Customer Retention, Trust and Consistent Communication Go Hand in Hand

We all have loyalties to particular service providers — but we also recognize that there...

How Customer Engagement Bolsters Your Value Proposition

Today, banks are facing low interest rate spreads and increased regulations. At the same time,...

Stay Connected with Customers Who Bypass Your Branches

At a conference session I attended recently, a bank president asked a highly relevant question....

How to Keep Customers After a Merger or Acquisition

Mergers and acquisitions are on the minds of a lot of banks these days. On...