Want to see timely articles on topics affecting financial marketing? Here is a great resource for you. Check out our informative quarterly newsletter. Just click on the links to open a PDF of the issue you want to see. If you’d like to receive a hard copy version, email us to have your name added to our complimentary subscription list.

NEWSLETTERS

Newsletter_Summer2017

Summer 2017

• Charlie Gross, WordCom’s Award-Winning Senior Vice President!
• Rising Interest Rate Environment Opportunities
• Auto Loan Refi: Make an Offer
• Checking Acquisition: Getting the Most Out of Your Marketing Dollars
• Understanding Your Customer to Better the Onboarding and Cross-sell Experience
• RiskIQ™
• Don’t Let the Postal Monster Eat Your Marketing Mail Budget
• New Movers – An Important Part of Any Marketing Plan
• Meet Ann Sullivan

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Newsletter_Spring2017

Spring 2017

• New Retail Household Acquisition: Checking Accounts
Still Lead the Way
• Cross-Sell: The Importance of Segmentation
• Prize Link
• Disruption in the Market… A Great Opportunity to Attract New Customers
• Small Business Analytics
• Capitalizing on the Most Profitable Prospect: The New Mover
• Direct Mail Can Be the Key to a Successful Branch Promotion
• “It’s Spring – Get Outside and Play a Game!”

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Newsletter_winter2017

Winter 2017

• What’s Available and How to Use it
• Product Conversions: Communication Opportunities
• Customer IQ
• Measuring a Marketing Program
• Using Data Intelligence to “Connect” with Customers
• How to Get Mail Opened
• WordCom Launches New Look Website
• Checking Acquisition: Timing is Everything
• Recent Bank Marketing Conferences

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mktminvol15iss3

Fall 2016

• Understanding Acquisition Models: Cloning Model vs. Response Model and What’s Best
• Skip-A-Payment: Everyone Wins
• Life Event Triggers
• Measuring a Marketing Program
• Fall Trafficbuilder Ideas
• Less Is More. Wait, What??
• Community Reinvestment Act (CRA): New Loan Customer Acquisition
• Meet Dawn Vodehnal

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mktminvol15iss2

Summer 2016

• Capitalizing on Trigger Data
• Financial Brand Conference 2016
• EquityIQTM
• Four Direct Mail Ideas to Try
• Targeting for Deposit Products
• How To Save Money on Self-Mailers
• Recipe For Cross-Sell Strategy
• Meet Michael Bacon

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mktminvol15iss1

Spring 2016

• Disruption Marketing: Don’t Let Good Opportunities Pass By
• Crack the Vault: Clearly a Winner!
• Omni-Channel Marketing
• Targeted Cross-Sell Mailing Programs: Helping to Drive Profitability
• Crack the Vault
• Paper 101 – The Best Papers for Direct Mail
• New Movers – An Important Part of Any Marketing Plan
• Meet Sean Mulvaney

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mktminvol14iss4

Winter 2015

• More Loan Opportunities: Invitation to Apply (ITA)
• Multi-Channel Marketing Options
• It’s 10pm… Do You Know Where Your Mail Is?
• Online Resources for Financial Marketers
• CheckingIQ: Target the Best Checking Prospects .
• Forget Serif and San Serif. Grab Readers’ Attention… With Apples and Ducks! (What?!)
• Meet Karlie Hartl
• ABA Bank Marketing Conference 2015

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mktminvol14iss3

Fall 2015

• Year-End Mailing Ideas
• Building Branch Traffic
• Ideal Acquisition Tracking
• CheckingIQ
• Regional Differences for Checking Acquisition
• Rules of Engagement

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mktminvol14iss2

Spring 2015

• Selling Checking in the Summer
• “Would You Like to Play a Game?”
• Marketing in 3-D
• Four Reasons Why Direct Mail Works
• Meet Stacy Mascheck
• Customer Profiles: What to Do with Them
• CustomerIQ Profiling

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mktminvol14iss1

Winter 2015

• Tapping Customer Loan Potential: Spring HELOC Promotions
• WordCom Expands Connecticut Headquarters
• Checking Acquisition — The New Reality
• Using Data Intelligence to Sell Savings
• EquityIQ
• Choosing the Right Channel
• How to Avoid Becoming Junk Mail

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mktminvol13iss4

Fall 2014

• Deposit Accounts: Back in the Conversation
• Skip-A-Payment: A Great Holiday Offer
• ABA Conference 2014
• Micromodeling: “It’s Not Just for Checking Anymore”
• Changes in Financial Marketing
• “Crack the Vault” Traffic Builder
• Segmentation to Enhance Onboarding Programs
• The Mailing Package Affects the Actual Mailing

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mktminvol13iss3

Summer 2014

• Prescreened and ITA Offers: The Best of Both Worlds
• Direct Marketing Quality Control
• How NOT To Sell Checking
• Merger Mailings: Making the Most of the Opportunity
• 2015 Marketing Planning
• Think Outside the Box: Dare to Be Different!

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mktminvol13iss2

Spring 2014

• Market Segmentation: How to Use it
• Michigan Bankers Association Conference
• “Crack the Vault:” New Branch Promotion
• Home Equity Lending is Back!
• Equity Acquisition
• Geographic Targeting: The Direct Mail Foundation
• Postcards: Bigger is Better

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mktminvol13iss1

Winter 2014

• Checking Acquisition: When Is The Best Time To Mail?
• Postage Increases Coming
• Pro Forma ROMI: Estimating Mailing Campaign Potential
• Rev Up Auto Loan Activity
• Selling Insurance to Bank Customers
• How To Save Money on Self-Mailers

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mktminvol12iss4

Fall 2013

• Getting a Better Response Rate on Credit Card Mailings
• Choices in Checking Selections
• WordCom People: Charles E. Gross, Jr.
• WordCom Gets a New Look

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