Planning on an all-digital marketing strategy for the new year? Don’t forget your other channels: Ultimate marketing success in 2020 leverages a multichannel approach. Financial institutions have been integrating new channels of digital marketing into their repertoire steadily for the past decade (and then some). Some have incorporated them beautifully while others struggle to keep…
Category Archives: Banking Insight
Mobile banking applications, online banking, and digital onboarding have become very popular in the modern bank, and for good reason. Financial media has placed a huge emphasis on digital channels in the financial industry, warning the loss of relevancy for community financial institutions if they don’t get on board. While this may be true, it…
You’ve made your decision; your financial institution has decided to get a CRM. You’re excited to finally be able to keep track of and manage customer relationships, keep those customers satisfied, and organize your team all in one place. But before you jump right in, you need to understand the fundamentals of a truly successful…
You’ve heard the news: mobile banking is taking over the industry, the rise of digital is forecasting the death of the branch, and more similar predictions of doom. We’re getting Deja vu – we heard it all before about ATMs and call centers in the past. This kind of bleak news can prove particularly intimidating…
Set your relationship management strategy apart with a modern take on sales and marketing. Here’s some things to look for in your next CRM and 4 factors that can make (or break) it. Customer relationships are at the core of any sustainable business. The concept of taking care of customers is nothing new, yet the…
Community financial institutions must take control of their data if they want to compete in the banking industry. How often have you asked for information and then were told that you cannot get to it because the data is in two different systems? Most bankers know that they have a data dilemma, but why is…
Forging healthy futures for community banks requires getting smarter about driving sustainable growth — not only by making thoughtful investments but embracing disciplined modern marketing practices