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2023-Q2 Newsletter
2023-Q3 Newsletter
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Acquisition
Metrics
Analysis
Retail Acquisitions - Know Your Goals Before You Start
For financial institutions looking to boost their rate of retail acquisitions, marketing campaigns can be customized to pursue many different goals.
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Business
Data Append
Relationship Building
Focus on Retail Customers With a Business: Expanding Your Small Business Checking Footprint
As financial institutions focus on doing business in the post-COVID world, many want to implement new solutions—such as expanding their small business checking market share.
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Relationship
Relationship Building
Data
Data Append
Using Data To Drive the Customer Experience
What motivates a consumer to purchase a product, subscribe to a service, or expand their relationship beyond a single product or service with you?
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Data
Revenue
Segmentation
Metrics
Data Byte - Revenue Segmentation
Revenue segmentation estimates a customer's current revenue generation and potential for additional revenue with new product openings. Customers are then categorized into groups based on this information for actionable insights.
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Community
Data
2023-Q3 Newsletter
Introducing EngagementIQ: Your Comprehensive Solution
Financial institutions today sit atop droves of customer data. However, translating this data into actionable insights and optimizing its use to drive growth remains an enduring challenge for many.
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Revenue
Segmentation
Analysis
Revenue calculations for marketing...no CFO needed!
For decades now, there have been debates between the finance and marketing departments on how to measure the profitability of a customer. The truth of the matter is that the debate is unnecessary.
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Data
Metrics
Reporting
The Power of Dashboards in Data Analysis
What makes dashboards more valuable than a standard Excel pivot table, chart, or even a PowerPoint slide is the ability for the user or presenter to interact with the dashboards and, thus, the data.
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Loans
Relationship Building
Equity
New Loan Outreach to Start the New Year
The gifts have all been opened; the last party is over. This is when many customers will be looking for cash to help fund the holiday bills. There are simple, easy options to offer them.
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2023-Q2 Newsletter
Relationship Building
CustomerIQ: Grow Your Customer Base
In a world where data reigns supreme, ensure you're equipped with the best tool to harness its power. Choose WordCom's CustomerIQ and watch your institution soar to new heights.
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Retention
2023-Q2 Newsletter
Revenue
EngagementIQ
Retain Your Customers, Retain Your Revenue
While many businesses are hard-wired to believe that acquiring new customers is the ultimate success metric, focusing purely on acquisition, often due to managerial mandates, might only sometimes be the wisest strategy.
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Relationship
2023-Q2 Newsletter
Local Businesses Need Community Credit Unions & Banks (Even In An Online World)
As the market becomes increasingly saturated with varied players, the essence remains unchanged: it's the age-old game of relationships. The technological scene will continue to shift, but at the core, business owners seek genuine assistance.
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Loans
Loan Strategies for 2022: All you need is… data!
The Beatles may have gotten it right when it comes to life… all you need is love. But when it comes to growing loan portfolios, the key to success is data. Below are some tactical ways that you can acquire new loans and grow existing balances.
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Mortgage
Movers
Pre-movers: Excellent Opportunities for Mortgage Loans
With the impending rising rate environment, does your financial institution have a way to keep your mortgage pipeline full? Innovative data sources have made it easier than ever for you to focus your marketing efforts.
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Business
Data Append
Data Bytes Reach Business Owners At Home
Financial marketers understand the significance of business accounts to the financial health of their institutions. Several data tools can assist in connecting with business owners even at their homes.
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Mortgage
Loans
Equity
HELOC Utilization is a Great NEXT Marketing Campaign
When deposits are already high and loans are where you want to focus, we recommend a unique way to build your loan portfolio.
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Data
MCIF
Metrics
Reporting
WordCom is Transforming your MCIF Dashboard
Financial institutions hold vast customer data but struggle to utilize it as it's often stored in inaccessible systems or MCIFs with cumbersome interfaces. This hinders proper analysis, making it challenging to derive actionable insights.
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Data
2023-Q2 Newsletter
Your Success Is Insight
Want to know what all of our clients have in common? They all have a desire to grow. They also share another common denominator: they all have a lot of data. A LOT of data! And many of them need an actionable outlet for this data.
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Business
Acquisition
Acquiring New Business Customers: Targeting Is Key To Success
With fierce competition for businesses as customers, using business data to select prospects is imperative for successfully expanding this account base.
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Relationship
Business
2023-Q2 Newsletter
5 Steps to Deepening Customer Relationships — Targeted Cross-Sell
Developing deeper customer relationships is a proven approach to increasing profitability and reducing attrition.
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Market
Analysis
Geographic
Segmentation
WordCom's Market Analysis: Using Knowledge Based on Location
In today’s increasingly interconnected world, marketers within large financial institutions are often faced with the intricate task of crafting campaigns that resonate across diverse prospect landscapes.
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Relationship
Communication
Relationship Building
If You Build Relationships, Customers Will Come
It may take some extra time, but segmenting your audiences will allow you to more effectively communicate with your customers and nurture your relationships with them.
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Market
Business
2023-Q3 Newsletter
Growing Commercial Business Accounts in a Competitive Market
By focusing on the right audience, leveraging the strengths of the bank, and deploying a data- driven approach, we were able to steer our client towards growth and community impact in a challenging market environment.
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Mortgage
Movers
2023-Q3 Newsletter
Targeting Movers: A Promising Opportunity.
Acquiring new customers is often about timely engagement, and what better time than during pivotal life events such as getting married, welcoming a baby, or relocating?
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Data Append
Profile
Storytelling Through Data; Appends Fill the Gap
Appending data maximizes marketing efforts by supplementing existing information. It helps understand target audiences, their needs, and preferred communication channels for better results and ROI. Reach out to learn more.
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Conversion
Acquisition
Merger
Opportunity Alert: Transparency Drives Conversions and Merger Success
Guiding Customers Through Financial Transitions: The Power of Transparent Communication in Mergers and Product Changes.
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Disruptor
Data Bytes Disruptor Program
Looking to attract new banking customers or members? Discover how disruptor marketing can help target those switching banks due to disruptions like mergers, branch closings, or changes in offerings.
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