White Papers
December 8, 2017With over two-thirds of the buyer's journey done via online and mobile, banks need new strategies to reach millennials. Learn the five ways to engage with millennials through online financial education and how to reach them even when most of their journey is online. Download our guide , Reaching Millennial Consumers: Using Financial Education as Content Marketing to jumpstart your 2018 strategy...
CFPB, Community Reinvestment, Deposits & Payments, Fair & Responsible Banking, Small Business LendingNovember 27, 2017Do your 2018 marketing priorities stack up to your peers? 54% of marketers are focused on cross-sell, deepening relationships, and improving their share-of-wallet according to the Digital Banking Report. Learn how to prepare for next year by downloading EVERFI’s new 38 page guidebook complete with tactical worksheets titled The Ultimate Guide to Financial Marketing Strategy for 2018: An...
November 17, 2017The need for agility and alignment between compliance, operation and strategy, along with continued refinement of regulatory requirements and expectations, reinforce the need for organizations to continuously improve their compliance activities. By identifying and responding to shifts and trends in compliance early, compliance, business, risk, legal, technology, and internal audit partners can...
October 12, 2017Kiran Analytics recently conducted its third annual survey of retail banks to provide insights on branch transformation priorities, workforce strategies, and analytics solutions for workforce optimization. The research results and key takeaways are summarized in this white paper.
September 27, 2017With the news in September of the massive data compromise of 143 million customers at Equifax, financial institutions are aggressively working to prepare for the increased risk of fraud and consumer concerns regarding credit security. What actions can financial institutions take right now to protect themselves and their customers? Bridgeforce provides 5 key steps that should be taken by financial...
September 8, 2017The acquisition phase of the customer life cycle is often filled with many unique challenges for financial marketers. These challenges include identifying profitable prospects, understanding the best product/service to offer, and communicating through the right channels at the right moment in time. Data modeling is a powerful tool that can help bank marketers conduct more effective customer...
September 8, 2017It’s very tempting for marketers to think of their marketing activities in terms of channels like search, display, direct mail, and email. This approach can be dangerous as consumers don’t think by channel. Savvy marketers should be looking deeper to see a more powerful prediction of behavior and common thread that ties these channels together: Marketing Signals. Consumers create signals when...
September 8, 2017Getting businesses to shift their banking relationship is a challenge. However, most banks still have limited or no direct marketing budget targeted to small businesses. Banks not capitalizing on this high return opportunity often tend to relate a history of underwhelming results from small business campaigns. This is not surprising, given the analytic complexity necessary for success. However,...
September 6, 2017Bank marketers are being challenged to deliver better results at greater speed and less cost. Its stretching and challenging org structures throughout the industry in ways we haven’t seen before and it’s never been more daunting than in today’s digital marketplace, where prospects roam across many channels expecting personalized service. Is your marketing team prepared to compete and win in this...
August 24, 2017Can your organization meet heightened demands for compliance data and analytics (D&A)? How can you help your organization to prepare to meet regulatory expectations today and into the future? This paper sets forth five key areas that CCOs can utilize as they chart a course for more robust, and predictive, D&A capabilities. The viewpoints presented in this paper leverage the experience and...
