Items include
customer retention
Whitepapers
Deposit strategy is no longer a game of chasing balances — it's about building resilience. CFIs best positioned for long-term success are those that look beyond rates and volume to assess how, where, and why deposits contribute to profitability. This insights paper provides a comprehensive perspective on how CFIs can navigate the structural shifts reshaping deposit strategy.
How community financial institutions can maximize their relationships and compete in the deposit rate environment using profitability analysis and relationship modeling.
Podcasts
Excellent customer service can be a crucial differentiator for businesses. Done well it can help your institution attract and retain customers and drive bottom-line results. Join us as Dennis Snow walks us through proven principals for delivering outstanding customer experiences.
Handled well, customer complaints can strengthen loyalty and reveal valuable insights. CFIs that respond quickly, take ownership, and learn from feedback turn moments of frustration into lasting trust and retention.
A strong relationship management team is essential for winning over SMBs. We offer insights on what SMBs look for in a banking relationship, and tips on strengthening relationship management skills.
Onboarding is where loyalty begins. By combining automation, personalization, and transparency, CFIs can turn new customers into long-term advocates who drive growth.
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.
Fractional share programs provide an attractive alternative to traditional loyalty programs and could be more effective with customers. Should your institution consider implementing one? We go into the details.
Maintaining regular communication with customers is important, but if done incorrectly, it can be detrimental. Finding the right balance in communication frequency and the type of content presented is critical.