Insights

Thought-provoking, insightful perspectives from Catalyst thought leaders—keeping you one step ahead of the competition.

Opening More New Accounts Online

October 2, 2017  |  First Niagara Bank’s online account opening completion rate was abysmally low – well below industry standards. The bank identified online account opening as one of the most impactful ways to increase the volume of new deposit accounts and asked Catalyst to help.

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Omnichannel Marketing Tips for Retail Stores

July 27, 2017  |  Technology has wreaked havoc on the retail landscape. In order to compete, brick-and-mortar stores must embrace it and create an integrated online and offline environment that satisfies their customers.

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Creating an Optimal Policyholder Experience Yields More Revenue

June 28, 2017  |  This insurer was saddled with legacy systems that made it difficult to understand who their most profitable policyholders were. Our goal was to reduce churn and grow annualized premium. Here’s how we did it.

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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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Does Paid Search Work for Retail Banks?

May 30, 2017  |  If acquisition is one of your challenges, read this white paper to learn how paid search can deliver the new customers you want, both online and in the branch, affordably and effectively.

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The Retail Bank's One-Stop Guide to Journey Mapping

May 30, 2017  |  This white paper, designed for retail banks, will show you how to build a customer experience map and create an actionable framework for improving your customers’ experiences at every stage of the life cycle.

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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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Customer Experience Mapping: First Niagara Bank

May 18, 2017  |  First Niagara Bank wanted to understand where customers were dissatisfied so they could improve messaging, develop/offer new products and services, and potentially shift customers to different channels. We recommended a customer journey map.

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