Blog

Boost Retail Cross-Sell With a Next Best Offer Strategy

June 21, 2017  |  The Next Best Offer strategy starts with knowledge about the individual customer, which will help you determine the right product or service to offer next. If done well, it’s a win-win approach.

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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.

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How to Get the Most out of Customer Journey Maps

June 5, 2017  |  Customer journey maps can deliver millions in annualized sales. They can also waste precious time and money and yield zero ROI if developed improperly. Keep these things in mind before you hire an agency to develop a map … or attempt to create one on your own.

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Omnichannel Marketing Lags in Insurance Industry

May 26, 2017  |  Insurers who don’t adopt an omnichannel model will lose market share, experience increased attrition and remain saddled with high costs.

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Leverage ABM to Improve Your Demand Generation Program

May 15, 2017  |  Any size business can use the building blocks of Account Based Marketing and, should. Your sales force will stay focused and you will yield more sales, with shorter sales cycles.

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

May 8, 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.

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Best Practices in Bank Account Switching

May 1, 2017  |  How do you get customers to switch banks? Simple. Make the process easier.

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14 Lessons on Creating Killer B2B Content - Part II

May 1, 2017  |  This week, seven more lessons on more effective storytelling. We cover everything from finding your passion to embracing Sales to distribution methods.

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14 Lessons on Creating Killer B2B Content - Part I

April 24, 2017  |  Effective storytelling is two parts art and one part science. If you’re struggling to craft your own storylines, these 14 lessons will help. This week: Lessons 1-7. Next week: Lessons 8-14.

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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.

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