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.
Chief Client Officer
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.
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.
May 01, 2017
How do you get customers to switch banks? Simple. Make the process easier.
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.
December 16, 2016
To build lasting relationships, financial organizations should emphasize transparency and disclosure at every step of the process.
September 16, 2016
If you are looking to differentiate your bank from the competition – become the resource that educates and informs customers proactively.
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.
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.
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.
June 01, 2016
Free research identifies underlying issues and includes specific solutions to improve the bank switching process.