Finance

  • Top Fiserv Content of 2017

    Top Fiserv Content of 2017

    A summation of recent efforts to make marketing more human in the rapidly evolving world banks and financial institutions are challenged with navigating.

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  • Big Bank Saves Big Money, Optimizes Mail

    Big Bank Saves Big Money, Optimizes Mail

    With the right industry know-how, you can optimize direct mail pieces, reducing costs through efforts like envelope changes, switching up the mail schedule and ensuring optimal postal discounts.

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  • Harte Hanks Featured Vol 5 Dec 2017

    Harte Hanks Featured Vol 5 Dec 2017

    This issue contains insights from marketing leaders like Hermann Simon, Sanjay Sarma & Linda Bernardi. Read their thoughts on topics like the evolution of retail, customer loyalty, bank bots and more.

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  • Regional Bank Cashes in on Contextual, Human Marketing

    Regional Bank Cashes in on Contextual, Human Marketing

    To attract new customers and improve loyalty, this regional bank needed a strategy that centered on the customer, that integrated all key channels and that leveraged smart personalization.

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  • Payment Processing Company Tests Digital Marketing in New Market

    Payment Processing Company Tests Digital Marketing in New Market

    See how this payment processing company was able to quickly optimize marketing efforts across digital channels while entering a new market.

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  • 3 Ways Your Bank Needs to be Personalizing Its Marketing

    3 Ways Your Bank Needs to be Personalizing Its Marketing

    Customers are looking for a more personalized banking experience. Providing that experience will increase your ability to retain your current, profitable customers. Here are three places to start.

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  • The Path to Virtual Advisors Begins with Getting to Know Your Customers

    The Path to Virtual Advisors Begins with Getting to Know Your Customers

    Consumers are demanding a more personalized, on-demand banking experience. But many But many banks don’t have the resources to build a personalized, automated system. So what can be done today?

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  • Meet Erica, Bank of America's Promising New Bot

    Meet Erica, Bank of America's Promising New Bot

    Financial services need to think about how to transform their business via technological innovations, like chatbots, that will improve customer experience and drive revenue.

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  • The Role of Jobs-to-be-Done in the Bank Branch Customer Experience

    The Role of Jobs-to-be-Done in the Bank Branch Customer Experience

    To keep physical locations relevant, banks need to look at delivering value through their branch experiences—based on customers' jobs to be done.

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  • Bank of America Becomes “Powerfully Personal” with Dedicated Direct and Email Marketing Partner

    Bank of America Becomes “Powerfully Personal” with Dedicated Direct and Email Marketing Partner

    With one dedicated agency focused on its client communications in digital and direct programs, Bank of America has been able to deliver consistent improvements in campaign results.

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  • What All Marketers Need to Know About Mobile Payment Apps

    What All Marketers Need to Know About Mobile Payment Apps

    It’s not mission accomplished after a customer has downloaded your mobile payment app. The real battle is for continued engagement.

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  • How Successful Brands Can Prepare for Disruption

    How Successful Brands Can Prepare for Disruption

    What can large, successful companies do to avoid being disintermediated or "cut out" as middlemen? The Harte Hanks Marketing Advisory Board discusses how companies can preemptively act.

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  • Chatbots: A New Opportunity in Financial Services

    Chatbots: A New Opportunity in Financial Services

    While you are trying to provide access to your customers in all available channels—mobile, web, brick and mortar, etc.—your customers are demanding access on their terms. Enter chatbots.

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  • It's Time for Banks to Stop Targeting "Millennials"

    It's Time for Banks to Stop Targeting "Millennials"

    If you're trying to target the "millennial" persona, you're making a mistake. Instead, banks should be defining their segment audiences based on needs, or Jobs-to-be-Done.

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  • FiServ Marketers: How to Overcome Confirmation Bias and Loss Aversion

    FiServ Marketers: How to Overcome Confirmation Bias and Loss Aversion

    We helped our fictional client to overcome his mental accounting bias, but we have more biases to overcome: confirmation bias and loss aversion, both typically occurring later in the buyer's journey.

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  • Behavioral Finance and the Buyer’s Journey: Overcome Mental Biases

    Behavioral Finance and the Buyer’s Journey: Overcome Mental Biases

    Common mental biases can cause us to see fallout in the financial buyer’s journey. Let’s take a look at what they are, where they come into play, and how your messaging can help.

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  • Lenders: Use The Buyer’s Journey to Deliver Valuable Content

    Lenders: Use The Buyer’s Journey to Deliver Valuable Content

      Synchrony Financial understands that those big buys in life often don’t happen on a whim. Behind every major purchase are real people weighing up their options and deciding to part with their...

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  • Better Attribution Means Better Marketing Results—How to Get Started

    Better Attribution Means Better Marketing Results—How to Get Started

    As banks and credit unions face increasing pressure to compete with fintech innovations, peer-to-peer lenders and digital payment channels, it becomes more crucial than ever to optimize marketing...

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