Bank of America's New Fee Plan
Bank of America needs to recover lost interchange and fee revenue, but are new fees really the best answer?read more
View ArticleLegacy Technology—It’s Time to Re-vamp Core Systems
If you have it, you know it’s a problem, and if you don’t your customers are probably more satisfied—I’m talking about old, outdated legacy technology. Financial Institutions are at a major...
View ArticleThe Hidden Value of Financial Advising
It’s no secret that banks and credit unions are looking for revenue sources. Cross-sell is a top priority in 2012 with financial institution managers and marketers dreaming of auto loans, mortgages,...
View ArticleWho's the Competition?
“Who are your competitors?” I’ve been asked this question by potential clients, friends, and colleagues. It is a seemingly easy question, but the answer is far less direct than you might expect....
View ArticleNew Banking Regulations will Change FI Sales Culture
Discussions of new regulations for banks and credit unions are huge right now. I’ll be honest and admit that I don’t know all the details about the proposals being made, but I know that banks aren’t...
View ArticleOnline Interaction is the Future, and Personalization is the Key
There is a whole lot of noise being made about the best marketing tactics for financial institutions. The general consensus seems to be: get personal! Sean McDonald even titled his article, Marketing:...
View ArticleThree Online Banking Stats and How They'll Affect Your FI
There has been a lot of debate about the usefulness of the branch bank recently. Although branch locations cost quite a bit for banks to operate, I think the banks are far less willing to see them go...
View ArticleIntroducing Micronotes Cross-Sell™
Pretend you’re at a meet and greet when someone introduces themselves as John David Robertson from Newport Beach, Rhode Island, with a PHD in mechanical engineering who now specializes in computational...
View ArticleUse Tech to Boost, Not Bypass Customer Relationships
Suze Orman took the stage at the Money2020 conference in Las Vegas this week and admonished 70% of the crowd first for failing to take care of their own financial affairs (e.g. "Stand up only if you...
View ArticleWhat Do The Gun and Bank Debates Have In Common?
Both have obvious solutions that are “hard to get done.” read more
View ArticleSolving the Engagement Problem to Deepen Relationships
In 6 months we interviewed 20% of our customer’s online banking population. Below are the high level conclusions.Customers want:read more
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