Retention

Holiday Promotions and Communications to Create Engagement

Holiday Promotions and Communications to Create Engagement

Whether you are ready or not, the most wonderful time of the year will be here before you know it and now is the ideal time to start your holiday marketing planning. As a gift from our team to yours, we’ve put together some holiday marketing promotions and...

Marketing Promotions and Communications to Launch this Fall

Marketing Promotions and Communications to Launch this Fall

As summer winds down, it’s time to solidify your fall marketing plans. Brands often utilize warm colors when it comes to fall marketing and focus on time spent with family and friends in this pre-holiday season. Reminding account holders of the warmth that comes with...

4 Ways to Build a Highly Effective Cross-Sell Program

4 Ways to Build a Highly Effective Cross-Sell Program

Working closely with our customers, we have found that it is very challenging for financial institutions to overcommunicate with their relationships - especially if they’re taking the time to send timely, targeted offers and messages that help with building...

5 Things Banks and Credit Unions Can Do with Automation

5 Things Banks and Credit Unions Can Do with Automation

Banks and credit unions constantly face challenges to deliver on personalization, generate better cross-sell results, and demonstrate the value of every marketing campaign, all on a tight budget and with limited resources. Without embracing automation, this can be...

Increase Efficiency with an Email Capture Campaign

Increase Efficiency with an Email Capture Campaign

How to solve the problem of invalid or missing email addresses seems to be the million dollar question among financial institution marketers. What if you could solve all your email address woes with a simple annual direct mail postcard campaign? Many banks and credit...

Unlock the Secret to Boosting Loyalty Among Millennials

Unlock the Secret to Boosting Loyalty Among Millennials

Celebrating your birthday wasn’t even a thing until ancient Roman times. Then came the invention of birthday cake thousands of years later during the industrial revolution and the Happy Birthday song in 1893. So there hasn’t exactly been a lot of innovation around the...

How to Support Your Customers with Skip a Payment Programs

How to Support Your Customers with Skip a Payment Programs

Effective customer communications can be critical to your business operations as everyone in our country tries to navigate the future. Many of your customers may continue to face financial hardships as communities are recovering and resuming normal daily activities....

4 Ways Financial Institutions are Building Stronger Relationships

4 Ways Financial Institutions are Building Stronger Relationships

An engaged relationship is a loyal relationship. While that seems to be a simple concept, it can be challenging to perfect the art of customer or member engagement outside of the typical emphasis on products or services. We’ve found that creating an ongoing dialogue...

5 Ways to Create Loyal Customers and Members

5 Ways to Create Loyal Customers and Members

Customer and member retention is a critical part of every financial institution’s marketing strategy. In addition to promoting competitive offers, the best way to create loyal customers and keep them around is by fostering a great customer experience. Here are 5 ways...

Core and System Conversion Resources

Core and System Conversion Resources

A Collection of Best Practices for Communicating During Core Processing System Conversion. Learn When to Communicate Before a System Conversion Download our communication schedule & all 27 of our pre-built templates. Core Conversion Communications Resource...

Print vs Email Communications During a Core Conversion

Print vs Email Communications During a Core Conversion

Keeping account holders well informed during a core conversion is top priority. They need to know details about the conversion and how it will affect their account(s). Now, the question becomes, should you send letters, emails, or both? Letters vs. Emails Mailing a...

6 Strategies for Leveraging Your Financial Literacy Program

6 Strategies for Leveraging Your Financial Literacy Program

As a trusted community advisor, banks and credit unions are a valuable resource to raise awareness and encourage financial action through financial literacy programs. Not only will financial literacy programs help your account holders make wise financial decisions and...

How to Build an IRA Savings Account Campaign

How to Build an IRA Savings Account Campaign

Figuring out the best time to offer your IRA savings accounts and who to send your offers to can help you maximize deposit growth. Fully understanding your account holders behavior is essential to meeting your annual deposit growth goals. Here are 3 things to consider...

3 Considerations for Building a Kids Savings Account Campaign

3 Considerations for Building a Kids Savings Account Campaign

Kids savings accounts, while not always large in deposit amounts, are valuable and profitable products for bank and credit unions to offer. Not only are they an opportunity to educate young consumers on the basic fundamentals of good financial habits, but they also...

How to Use Data to Lower Customer or Member Attrition Rates

How to Use Data to Lower Customer or Member Attrition Rates

A lot of our customers today are saying they have no idea why attrition is happening among their customers and members, and aren’t quite sure how to stop the process. Most banks and credit unions focus a substantial amount of their efforts on expanding relationships...

4 Surveys Your Bank and Credit Union Should be Sending

4 Surveys Your Bank and Credit Union Should be Sending

How do you measure customer experience at your financial institution? Are you communicating regularly with your existing relationships? When and how often? Sending surveys isn’t a new practice for banks and credit unions. Regularly surveying your customers and members...

How to Re-Engage Dormant or Inactive Account Holders

How to Re-Engage Dormant or Inactive Account Holders

Studies have shown that building comprehensive onboarding programs is the best way to develop fully-engaged and profitable customers or members. However, all financial institutions will inevitably run into some issues of inactive, pre-dormant, or dormant account...

Boost Loyalty and Drive Branch Traffic with an Ag Day Campaign

Boost Loyalty and Drive Branch Traffic with an Ag Day Campaign

Investing in customer or member satisfaction is an important part of any retention and loyalty program. It’s important to spend time building positive relationships with your customers or members, and National Ag Day is a great excuse to focus on your agriculture loan...

How to Find Your Product Growth & Churn Rates

How to Find Your Product Growth & Churn Rates

Objective: In this article we will be talking about how you can figure out which products are seeing the highest rate of growth or churn over a period of time. We will explore the following topics: What fields you need to be sure are coming into Core iQ before...

Holiday Content Calendar for Banks and Credit Unions

Holiday Content Calendar for Banks and Credit Unions

Communicating with your account holders on holidays is a great way to stay top of mind and strengthen the relationship. Federal holidays, specifically, are an important communication opportunity. You should always let your account holders know of any branch closings...

Free 4th of July Designs

Free 4th of July Designs

The 4th of July is a Federal Holiday celebrating the birth of America’s independence. Spirits are high at this time, it’s mid-summer, and everyone is ready to set off some fireworks and kick back and relax enjoying the freedom this country has achieved! Since it is a...

Financial Literacy Month Free Resources

Financial Literacy Month Free Resources

April is upon us, and you know what that means... it’s Financial Literacy month! This nationwide initiative is a great opportunity to connect with your account holders and build relationships. One way to capitalize on this topic is by sharing helpful financial...

Back-to-School Content to Share with Your Account Holders

Back-to-School Content to Share with Your Account Holders

It’s almost that time of year again … time for students to gear up to head back to school! While a new school year can be an exciting time for both students and parents, it can also be a stressful and expensive season. According to a survey by Communities in...

Best Practices for Maintaining Email Address Hygiene

Best Practices for Maintaining Email Address Hygiene

Email continues to be the leading digital communication platform among banks and credit unions, which means the need for valid email addresses from your customers and members is greater than ever. With all that’s going on, it can be easy to forget why maintaining good...

Setting Up Automated Holiday Communications – Core iQ

Setting Up Automated Holiday Communications – Core iQ

Every time a holiday rolls around, banks and credit unions across the country take to Facebook and Twitter to send out festive greetings. We think that’s a great practice and definitely recommend it, but one question remains…How many of your customers or members are...

4 Surveys Your Bank and Credit Union Should be Sending

Ultimate Bank & Credit Union Survey Resource

When you look online, you’d think that the only thing a survey is good for is to measure customer satisfaction. That couldn’t be further from the truth and we wanted to prove it. So we’ve rolled up all of our knowledge on bank and credit union surveys into a number of...

How to Build Bank and Credit Union Surveys

How to Build Bank and Credit Union Surveys

We’ve seen a lot of great resources online that discuss all aspects of surveys, in general. However, it's a lot harder to find anything that covers the unique needs that banks and credit unions face when it comes to building and conducting surveys. So, we decided to...

5 Free Memorial Day Designs

5 Free Memorial Day Designs

The last Monday in May is dedicated to those who gave their lives to protect our country and our freedom. With honor and gratitude we remember those who fought bravely this coming Memorial Day.Memorial Day is a federal holiday, meaning that financial institutions,...

Presidents’ Day Downloadable Designs

Presidents’ Day Downloadable Designs

Each year, on the third Monday of February, the United States dedicates a day to celebrate the many great leaders this country has seen over the years. As Presidents' Day approaches this year, we couldn’t help feeling a little patriotic over here at Onovative. So, we...

The Value of a Welcome Letter

The Value of a Welcome Letter

Sending Welcome Letters to new customers or members is a common practice among Financial Institutions. Whether it’s the starting point of a strategized onboarding campaign, or a solo communication, reconnecting with new customers early on can influence the entirety of...

Why Having a Mobile Banking App is Important

Why Having a Mobile Banking App is Important

Do you feel like it’s getting harder and harder to get customers or members to stop by your branch? The fact is, people are just too busy and stopping by a branch is inconvenient. However, there is one object many people carry with them at all times; and that’s their...

Onboarding, Smartphones and Data

Onboarding, Smartphones and Data

There were a lot of great bank marketing posts being shared on Twitter last week. We’ve rounded up our favorites and put them together in this post. What does it take to get our attention? We generally care about stories related to any aspect of bank marketing,...

45% Say They Would Leave A Bank That Had Mobile Banking Fees

45% Say They Would Leave A Bank That Had Mobile Banking Fees

Should banks and credit unions be charging fees for use of mobile banking? Many institutions are considering their options to bring in more revenue from their service offerings. Mobile banking has been discussed as a possible option to increase revenue. In our latest...

Drive Branch Traffic with a Valentine’s Day Campaign

Drive Branch Traffic with a Valentine’s Day Campaign

As more and more consumers are turning towards digital means for banking, banks and credit unions need to develop strategies and find creative ways to drive traffic to their branches. Holidays like Valentine’s Day are great opportunities for customer appreciation...

How to Build a Lasting Relationship Through Customer Satisfaction

How to Build a Lasting Relationship Through Customer Satisfaction

Customer satisfaction has always been an important aspect of business in every industry. In the financial industry in particular, it has become even more invaluable as customers face fewer and fewer switching barriers. Primary Financial Services Providers (PFSP) have...