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ALL BLOG POSTS

fi statistics

Financial Institution 6 Min Read

CFO’s checklist: The 5 characteristics of an agile FI

An agile culture of real-time responsiveness will separate the FIs that thrive in 2021 from those that don’t. The FIs with the best analytics, that can harness their data faster and focus on performance management, will come out on top. The CFO of the future will not only keep pace with this evolution, but also increasingly fulfill a role as a performance management leader within their FI.

Data Analysis and Machine Learning Causing Evolution in Direct Marketing - image

Financial Institution 8 Min Read

Direct mail is alive and well—and getting smarter every day

As the original direct marketing technology, direct mail offers decades of proven results. And combined with the reach of email marketing (and the power of data analytics), direct mail can be one of your most efficient channels as well.

FI employees using tablet

Financial Institution 12 Min Read

5 strategies to be a better digital marketer in 2021

With a savvy eye to what’s been learned so far in 2020 and a mindful approach to the year to come, FIs can turn digital marketing into their greatest advantage during uncertain times.

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.