Segmentation

How to Maximize New PPP Loan Relationships

How to Maximize New PPP Loan Relationships

Over the course of the past year, community banks and credit unions took the spotlight for dedicating countless hours to ensure the survival of communities across the nation. You seamlessly adjusted operations to best serve your communities in safe and healthy ways....

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...

Data Management Tools to Unlock Marketing Potential

Data Management Tools to Unlock Marketing Potential

Today, banks and credit unions of all sizes, both big and small, need a data management solution that provides an efficient way to access and utilize their data. The goal of data management is to empower financial institutions to optimize the use of their data (within...

How to Grow Deposits and Promote Savings During America Saves Week

How to Grow Deposits and Promote Savings During America Saves Week

America Saves Week encourages thousands of families and individuals to save each year. As a financial institution, it’s your responsibility to motivate and lead your customers and members in understanding the importance of saving and learning the right strategies to...

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...

Welcome Letters that Fit Your Audience by Age

Welcome Letters that Fit Your Audience by Age

Welcome letters are an essential part of any onboarding campaign. They not only allow the financial institution to welcome its new account holders, but welcome letters give financial institutions an opportunity to engage with a customer or member. One way to make the...

How to Leave 2020 Marketing Challenges Behind & Move Forward

How to Leave 2020 Marketing Challenges Behind & Move Forward

Throughout 2020’s challenging environment, marketing efforts have been anything but typical. Bank and credit union marketers were thrown into the spotlight and had to quickly rethink how to approach their consumers. As the role of marketing at financial institutions...

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...

Can One Person Bank Marketing Teams Thrive?

Can One Person Bank Marketing Teams Thrive?

Small banks and credit unions have small teams, and in an American Banker article entitled, One-Person Bank Marketing Teams Are Destined to Fail, Kevin Tynan asked the following question: "How can one staffer be held responsible for all marketing and social media...

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...

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...

5 Ways to Get More Out of the Cross Sale Opportunity Report

5 Ways to Get More Out of the Cross Sale Opportunity Report

It’s basic marketing math, find everybody who has a certain product or account type, but not the product or account type that you want to offer. Build a list of those people and send out communications. Rinse and repeat. Easy right? If it’s not easy for you to build...

Add one thing to your communications to cross-sell like a boss

Add one thing to your communications to cross-sell like a boss

If you’re a financial institution marketer searching for “cross-selling best practices” on the internets, then you’ve seen the lists. There are a lot of lists out there, and the bad news is that most all of them include single paragraph puff pieces that drone on about...

3 Ways Financial Marketers Can Deliver on Personalization

3 Ways Financial Marketers Can Deliver on Personalization

As a financial institution marketer, you operate among a highly-competitive landscape with growing demands for digital, customer-centric experiences. So how can you effectively compete to retain and grow customers? Personalization is a growing trend among marketers...