Resources

For financial institutions looking to boost their rate of retail acquisitions, marketing campaigns can be customized to pursue many different goals.

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.

What motivates a consumer to purchase a product, subscribe to a service, or expand their relationship beyond a single product or service with you?

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

When deposits are already high and loans are where you want to focus, we recommend a unique way to build your loan portfolio.

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.

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.

With fierce competition for businesses as customers, using business data to select prospects is imperative for successfully expanding this account base.

Developing deeper customer relationships is a proven approach to increasing profitability and reducing attrition.

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.

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.

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.

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?

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.

Guiding Customers Through Financial Transitions: The Power of Transparent Communication in Mergers and Product Changes.

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.