Customer Focus is the Key to a Successful, Ethical Sales Culture
Two million bogus accounts, 5,300 fired employees, over half a million faked credit card applications, $185 million in fines from the Consumer Financial Protection Bureau, a $5 million restitution tab,...
View ArticleDeluxe Exchange 2017: Insights From Many Great Industry Minds
Another Deluxe Exchange is in the books and the buzz in the halls confirmed that this was the best one to date. What makes the event so unique, in my opinion, is the quality of speakers and the...
View ArticleTech Can Help Deliver the Humanized CX Consumers Want
No one wants to feel like just a number, not even when they’re dealing with an industry that lives and dies by numbers. Yet too often, bank customers feel like their satisfaction and financial...
View ArticleVendor Relationships May Be the Key to Better Tech
Fast, easy, relevant and seamless — that’s what customers expect from their financial institutions. Of course, not everyone is getting that experience right now, and banks of all asset sizes are...
View ArticleValuable Lessons from the Best Bank Brands on Social Media
Every quarter, The Financial Brand publishes an updated ranking of the top 100 best-performing banks and credit unions on social media. The Power 100 rankings for Q1 2017 are in, and if you made the...
View ArticleBanks Still Struggle to Align Budget Allocation with Marketing Goals
ChiefMartec.com puts out a sensational graphic every year that I’ve been following since about 2014. When it first came out in 2011, the graphic contained about 150 marketing technology vendors and the...
View ArticleDoggedly Pursuing Millennials: Banks Need to Hone their Financial Advice Chops
Most pets know when you don’t like them. They can sense your antipathy, but pets handle this dislike differently. I’ve found that cats, quickly dismiss people who don’t like them. Cats will quickly...
View ArticleLending in Rising Rate Environment: A Look at HELOCs
Of course, there’s no such thing as free money, but the historically low interest rates of the past few years have been about as close as most consumers will ever get to the concept. Those low rates...
View ArticleWhat’s on the Agenda for DX18?
Can you believe fall is here? You’re probably diving into Q4 and all the hours of planning, forecasting, and analyzing that go into prepping for next year. We know you’re busy, but don’t forget —...
View ArticleDX18 Keynote Speakers Set the Tone for Insight, Innovation, and Success
In musical terms, a keynote is a single note upon which an entire scale — or key — is based. That note, sounded at the beginning of a musical piece, establishes the tone for the entire performance and...
View ArticleBest Practices for Branch Surveys Customers Will Want to Take
Nearly everyone has at least one childhood memory of doing something silly or pointless simply because everyone around you was doing it. In fact, YouTube is filled with these kinds of videos … there is...
View ArticleForbes, Faster Payments, and FinTech: Cutting-Edge Banking Topics at Deluxe...
Hundreds of movers and shakers in the banking industry will mix, mingle, and get up to speed on the latest industry topics when Deluxe Exchange (aka DX18) takes place in Boca Raton, Florida, Feb. 5-7....
View ArticleRecap of 2017: Sharing Our Top Five Blogs From the Year
Well, the end of the year is quickly approaching which is a great time to recap another great year for our blog. I just wrapped up my fifth year of being editor of the blog and I am excited about some...
View ArticleUnderstanding the State of Audience Data for Marketers in 2018
Are you a marketing professional who is confused and maybe a little overwhelmed by the juggernaut of big data and how it’s being used for customer acquisition, retention, or cross-selling? You’re not...
View ArticleLending Signals: Powerful Tools to Find and Target Consumers for Loans
Last week, I fired up an app on my phone and while using it, a message popped up. Men’s Warehouse was having a sale on Calvin Klein suits, I was intrigued … and they knew I would be because they know...
View ArticleData Analysis and Machine Learning Causing Evolution in Direct Marketing
Direct marketing can get a bad rap, even in the banking industry, which, according to the Data & Marketing Association (DMA), is still the heaviest user of it. We’ve even heard from clients and...
View ArticleLearnings from the Main Stage at DX18
Deluxe Exchange 2018 (DX18) in Boca Raton last month was packed with exclusive, thought-provoking content, innovative solutions to industry issues, and dialogue that helped attendees navigate their...
View ArticleDoggedly Pursuing Millennials: Banks Need to Hone their Financial Advice Chops
Most pets know when you don’t like them. They can sense your antipathy, but pets handle this dislike differently. I’ve found that cats, quickly dismiss people who don’t like them. Cats will quickly...
View Article7 Human Behavior Hacks That Increase Engagement and Response Rates
Nancy Harhut, chief creative officer for HBT Marketing, gave a fascinating talk at Deluxe Exchange 2018 (DX18). It was all about using social science about human behavior to influence buying decisions....
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