Items include
- 1 Case Studies
- 1 Podcasts
- 28 BID Newsletters
customer acquisition
Case Studies
Traditions Bank selected PCBB and Profitability FIT as they faced many business challenges including not pricing business loans competitively.
Podcasts
It's always a good time to focus on keeping your customers happy and loyal. In this episode of Banking Out Loud, we discuss ways to increase customer loyalty and offer 3 tips to get started and also key mistakes to avoid.
Every April, we spotlight community banks’ achievements in serving their community through our Community Banking Month campaign. Our final article of this year’s series features banks that are boosting financial literacy in their communities.
Nearly one in four US adults is a caregiver. CFIs can win loyalty and deposits by offering family banking tools, real-time transfers, and flexible caregiver account access that simplify multigenerational finances.
Deposit growth is rebounding in 2026, driven by Gen Z and Millennials. Discover how CFIs can attract young depositors with personalization, digital tools, and incentives that build long-term loyalty.
Multigenerational households are growing and have unique and often urgent financial needs; providing targeted services and advice can help differentiate banks.
Community financial institutions can distinguish themselves by carving out niches — offering specialty loans to targeted audiences. We detail unique lending opportunities that CFIs have found successful.
As Bank On-certified accounts gain traction, we look at the trends and key considerations for CFIs that might want to offer these products to underserved communities.
Customer referrals remain one of the most tried-and-true ways for financial institutions to attract new customers and help foster long-term loyalty among existing customers. We break down why and give examples.
Financial literacy programs are often overlooked. We offer tips to make them more engaging and targeted to attract customers, particularly younger generations.
Digital-only banks are landing more than four of every 10 new checking account openings. To better compete, CFIs can strengthen their online and mobile account opening tools.
Gen Z are more drawn to entrepreneurship than previous cohorts. We outline why and provide tips for CFIs to attract and empower these young business owners with services that match their values.
Financial literacy workshops help CFIs foster community trust, improve customer engagement, and boost digital outreach. Here’s how CFIs can help.
Understanding what small businesses like and dislike about CFIs can help focus efforts at landing new ones. Here are some observations and tips for CFIs.
With five very different generations of employees in the workforce together, leadership might struggle to appeal to all groups. We provide tips for CFI leadership on how best to manage a multi-generational team.
Despite the continued rise of digital banking, physical branches remain key for CFIs. We look at four different strategies financial institutions are using to revitalize their branches and drive results.
Commercial deposits are gaining ground again. We outline five practical, relationship-based strategies to help CFIs strengthen their business deposit base, without over-relying on rate to stay competitive.
CFIs are facing deposit pressure — but raising rates isn’t the only option. We highlight five creative, cost-efficient strategies to attract and retain deposits by leveraging relationships, digital tools, and community ties.
The “Great Wealth Transfer” presents significant opportunities for CFIs offering digital wealth management solutions that cater to tech-savvy, financially engaged millennials and Gen Zers.
Around 35% of SMBs are considering changing banking relationships. Before you court them, your acquisition strategy should consider their reasons for switching and ensure you don’t repeat the mistakes of their previous financial institution.
Yesterday’s article discussed who the nation’s unbanked and underbanked are. Today, we’re providing tips on finding and servicing this group to attract new long-term customers while also boosting your brand.
Despite a decline in the number of unbanked and underbanked Americans, millions still fall within these groups, according to the FDIC. We discuss disproportionately unbanked and underbanked demographics and persisting barriers.
The disappearance of cursive writing instruction in most states means many Gen Z consumers can’t read or write in script. We discuss the implications for CFI branding and what constitutes a legal signature.
Following tradition, we're taking a look back at your favorite articles from this year as we BID adieu to 2024. In the scramble for liquidity, attracting deposits was a top priority for CFIs, and this was one of our most-read articles. Is getting into an interest-rate war the only way for CFIs to compete for deposits at higher interest rates? We review alternative strategies for keeping up with aggressive offers from online banks and other competitors.
Following tradition, we're taking a look back at your favorite articles from this year as we BID adieu to 2024. This management-based article from May ranked third in readership this year. Gone are the days when everyone’s career aspiration included becoming a manager. As more and more people decide they do not want the workload or burden of management positions, organizations need to rethink their approach to promoting people to management positions and training them for such responsibilities.
As baby boomers age, they will pass their assets to their heirs. CFIs want to inherit those professional relationships. We discuss best practices for nurturing relationships with the next generation.
There is more to generational differences than birth years. Being aware of the shared preferences among specific demographic groups can help CFIs’ efforts to tailor product offerings and marketing efforts to these individuals more effectively.
Partnering with schools for financial literacy programs can help you build relationships with future customers and even staff. We provide examples of successful school-CFI collaborations.
With mobile banking gaining popularity, offering a test-drive, demo, or trial of your app can help you gain new customers. We discuss possible strategies and examples from other institutions.
Gone are the days when everyone’s career aspiration included becoming a manager. As more and more people decide they do not want the workload or burden of management positions, organizations need to rethink their approach to promoting people to management positions and training them for such responsibilities.