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ALL BLOG POSTS

woman shopping online

Financial Institution 12 Min Read

Data-driven trigger marketing campaigns: The start of a beautiful relationship

Trigger marketing uses data to get the right message to the right person at the right time—and it’s four times more effective than traditional marketing.

fi buildings

Financial Institution 15 Min Read

Seven strategies for FIs to grow SMB relationships

Research shows 1 in 3 small to-midsize business are unhappy with their current bank. Here are the seven saboteurs that can sink your banks’ relationships with SMB customers.

business partners

Financial Institution 12 Min Read

The state of bank and fintech partnerships is stronger than ever

Discover insights, tips and best practices for how your financial institution can ensure effective collaboration with fintechs and other technology providers.

business woman presenting

Financial Institution 16 Min Read

3 strategies for a profitable wholesale lockbox

Believe it or not, wholesale lockbox is a primary revenue driver for many financial institutions. Does your FI have a plan to keep it that way? These three strategies can help.

bank lobby

Financial Institution 12 Min Read

Building a case for branch transformation: Part 3

Part three of this series shows how the Apple Store model could look for bank branches and how it paves the path for reinvention. Learn why branch transformation is necessary to FI survival in the new normal.

bank teller helping customer

Financial Institution 12 Min Read

Building a case for branch transformation: Part 2

Part two of this series shows how bank branches could be more like Apple Genius Bars to better compete within their industry. Learn why branch transformation is necessary to survive in a post-COVID world.

banker looking out window

Financial Institution 8 Min Read

Building a case for branch transformation: Part 1

Read on to learn why and how branches need to start building a case for transformation in the first of this three-part blog series.

Worker thinking

Financial Institution 12 Min Read

Why outsource lockbox? Don’t ignore the middle ground

Outsourcing lockbox is not an either/or decision. Read here to see why flexible, innovative solutions create a win-win situation for financial institutions.

Woman writing on whiteboard

Financial Institution 16 Min Read

What can today’s treasury management solutions do for FI’s bottom line?

Read here to learn about treasury management’s new role and what treasury management solutions can do for a financial institution’s bottom line.

woman using laptop

Financial Institution 6 Min Read

How self-serve check ordering can boost profitability and efficiency

Even in the era of electronic payment platforms, there is still plenty of evidence supporting the continued need for checks.

banker calling customer

Financial Institution 20 Min Read

Making meaningful connections with overwhelmed customers

Here are ways FIs can reach out and help people by cutting through the noise and solving real-life problems.

bank meeting room

Financial Institution 14 Min Read

What an ideally aligned sales, product and treasury management operation looks like

Sales, product development and treasury management should collaborate to build a cross-functional operation, deliver compelling products, meet market demands and convert prospects into treasury customers. These tips can help!