customer data

28 Feb 2024

Utilizing Automation to Increase Loan and Deposit Accounts

In today's competitive landscape, financial institutions (FIs) face the constant challenge of growing their loan and deposit accounts. One effective solution lies in embracing...

30 Jan 2024

Maximizing Loan and Deposit Growth: A Data-Driven Approach

In the rapidly evolving current landscape, Financial Institutions (FIs) are increasingly recognizing the need to leverage data-driven strategies to maximize loan and deposit growth. This approach...

12 Oct 2023

Predictive Analytics and Advanced Campaigns

Financial institutions are always looking for a competitive edge. With the advent of more advanced machine learning and data-gathering techniques, the use of predictive analytics has become an...

28 Jun 2023

The Best Parties are the Zero Party and First Party

Data has always been one of the most important tools in a marketing team’s arsenal. It helps us make predictions, and allows us to look more clearly at the results of our efforts. However, not all...

13 Dec 2022

How to Implement Micro-Demographic Targeting

If you want your campaign to reach the right people at the right time, you should consider micro-demographic targeting. Every customer/member at your FI has distinct financial needs, and it’s...

21 Dec 2021

High-Performance Financial Marketing Triggers That Build Trust

The goal of trigger marketing is to deliver the right message to the right consumers at the right time. If you’ve received a happy birthday email, a shopping cart abandonment reminder, or a...