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Finance

  • 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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  • FiServ Marketers: Your Solution to the Attribution Struggle

    FiServ Marketers: Your Solution to the Attribution Struggle

    An overwhelming amount of financial marketing executives—96 percent, according to The Financial Brand—feel that measuring ROI is a challenge. And 47 percent struggle to accurately quantify their...

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  • Do You Really Need that Survey? Better Ways to Improve CX

    Do You Really Need that Survey? Better Ways to Improve CX

    In a recent interview with Quark’s Media, Nancy Vogt, VP of Customer Experience with Zions Bancorporation, discussed the implications of an important factor in market research: survey fatigue. She...

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  • MetLife Marketing is Focused on Providing Value—You Should Be, Too

    MetLife Marketing is Focused on Providing Value—You Should Be, Too

    Esther Lee, CMO of MetLife, admits that for most financial services companies, marketing is typically equivalent to sales support. When she arrived at the company in 2015, she found that many of...

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  • A Powerful, Reliable Way to Cut Through the Marcom Clutter

    A Powerful, Reliable Way to Cut Through the Marcom Clutter

    First, a case study from Dr. Karl Hellman (Co-founder, Resultrek) and then an analysis by Frank Grillo (CMO, Harte Hanks) Case Study from Dr. Karl Hellman We live in a cluttered marcom world:...

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  • “Marketing, Meet Finance: Understanding Market-Based Assets” – Raj Srivastava

    Traditionally, marketing has been viewed as important in the development of business strategies that lead to superior product-market performance as measured by indicators such as sales, market...

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