No CRM? No Problem! 3 Reports To Automate And Share With Your Marketing Team

CRMs are amazing, but not every financial services company has the budget for a Customer Relationship Management System. CRMs can provide up-to-date information and customer reports to all relevant internal parties: management, marketing, retail banking, commercial, wealth management, and even risk management and audit. But CRMs can also be expensive, especially if you are considering … Continued

A Case for Chatbots in Banking

As technology continues to develop, banks are faced with tough decisions about what to try and which digital software to leave behind, particularly when it comes to customer-facing support. The use of chatbots has risen dramatically in recent years, particularly since the start of the COVID-19 pandemic, and can have a positive impact on both … Continued

4 Tips to Help Banks Minimize Compliance Risk

In our everchanging environment—one in which technology, product strategy, regulatory changes, and even accessibility bring forth a cacophony of alarm bells, emails, and texts resulting in shifts in direction—bank compliance remains paramount above all other guidelines. And that’s only how we see things: consumers are focused on privacy and preventing identity theft, especially when it … Continued

5 Postcard Design Best Practices for Financial Institutions

As a financial marketer, you have seen various shapes and sizes of mail aimed to entice you to open and read what’s inside. Beautifully designed dimensional mailers, pop ups, cut outs, iron cross multi-fold mailers and even packages certainly catch your eye as the target audience in order to motivate and take action. While these … Continued

Building and Promoting a Financial Literacy Program for your Bank

The COVID-19 pandemic has wreaked financial havoc on consumers, businesses, and, yes, financial institutions alike. The collective impact of unemployment (or underemployment), hefty medical bills, and virtual schooling has left many of your customers wondering if — and how — they’ll make it to their next payday. Sure, your financial institution might offer loans, lines … Continued

Ultimate Guide to Financial eStatements

Much has been written about how to increase eStatement adoption among banking customers. The purpose of this article isn’t to tell you what you already know, but to explore the nuances of conventional wisdom for promoting eStatements and getting customers to enroll. With a little help from Aristotle’s rhetorical modes of persuasion, Professor Linda Flower’s … Continued

Direct Mail Marketing Should Be Part of Your Bank’s 2021 Marketing Strategy

Banks and financial institutions have become more reliant on the digital way of doing business during the pandemic. Documents that would have been traditionally mailed out signed and returned are now being sent and completed digitally; and other communications, both promotional and account-related are being sent via email. While banks and credit unions may be … Continued