December 2018
Keeping you up to date with the Finance industry.

Monthly insights on the finance industry from the nation’s premier boutique advertising agency.

How to Earn Customer Loyalty in Just 4 Steps

Customer loyalty has long been a point of pride for the financial industry, with the average American keeping a checking account for 16 years. But a widening world and shifting consumer preferences threaten to disturb that status quo. That brings the question: if another financial institution offered your customers or members a better deal, would they take it?

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What Is Fintech and How Is It Affecting Your Business?

HOW IT WORKS

Why Your Customers Are the Key to Cross-Selling

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Experience has taught us that keeping existing customers or members satisfied is just as, if not more, important to overall success as signing on new ones

- Cheryl Parker, Director of Client Services


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