Jim Dellavilla

Chief Client Officer


As CCO, Jim directs strategy for all of Catalyst’s accounts. This Siena College grad has spent time on both sides of the fence — on the client side at Chase Manhattan Bank and on the agency side as a manager/director of all client relationship teams at Sigma Marketing.

Jim’s Posts

Improving Your Retail Bank Switching Experience: How to Get Started

June 12, 2017

You need a customer experience map focused on improving your switching process. Those banks and credit unions that win the switching game will win the acquisition growth race.

Why Don't Banks Talk to Their Customers About What's Relevant?

May 08, 2017

Financial institutions have a significant amount of customer data at their fingertips. There are simply zero excuses today for sending nonrelevant customer communications. Here’s how to get started.

Best Practices in Bank Account Switching

May 01, 2017

How do you get customers to switch banks? Simple. Make the process easier.

New Strategies for Customer Acquisition

April 24, 2017

Banks that combine savvy, targeted marketing efforts with an understanding of the customer switching journey will be in the best possible position to win the battle for new accounts.

What We Should Learn From the Wells Fargo Scandal

December 16, 2016

To build lasting relationships, financial organizations should emphasize transparency and disclosure at every step of the process.

Banks Need to Become Financial Advisers, Not Product Pushers

September 16, 2016

If you are looking to differentiate your bank from the competition – become the resource that educates and informs customers proactively.

5 Ways to Improve Your Bank’s Customer Experience (CX)

August 30, 2016

Here are five substantive CX improvement tactics that are almost universally neglected in the banking world. Fix them, and watch your acquisition rates soar.

Switching: The Acquisition Strategy You’re Not Using

August 04, 2016

If you’re not talking about your switching process – and most banks aren’t – you’re overlooking a powerful tool that can boost acquisition.

Jim Dellavilla, Catalyst Chief Client Officer, Quoted in The Fiscal Times

July 06, 2016

How easy is it to switch banks? Beth Braverman, former Money reporter and currently a reporter with The Fiscal Times, gives consumers some tips in “Five Reasons to Break Up With Your Bank,” featured in The Fiscal Times on June 28, 2016.

New Research From Catalyst Identifies Ways to Get Bank Customers to Switch

June 01, 2016

Free research identifies underlying issues and includes specific solutions to improve the bank switching process.