The stakes are high when choosing the best CRM software. But these six new, affordable plug-ins make it easy to test various solutions and find what’s right for your organization — so you can stay current and competitive.
You’ve seen how content marketing can lead to higher engagement, acquisition, retention and profits. Here’s how to sell your boss on content marketing and prove its value to your financial institution.
You know who they are. The one-time customers who make a single purchase and never return. Every one of them represents a lost opportunity for ongoing revenue. Here’s how to turn the tide of dollars heading out the doors.
The power of personalization in CRM is indisputable — but getting it right is key. Before you incorporate personalization into your customers’ journeys, learn the essential components for effective personalization and higher conversions.
If your home equity marketing campaigns aren’t performing up to par, the solution could be as close as your database. We share insights on specific data points to leverage so you can deliver the right message to the right audience.
Have you scored your customers recently? A customer value marketing strategy helps you identify top performing customers — and more efficiently allocate your marketing dollars and resources.
Upcoming changes to revenue recognition standards could impact your loyalty program, customer incentive and gift card accounting. Make sure you’re prepared with this overview of core areas related to customer marketing.
Competition from fintech companies isn’t going away anytime soon. Learn how to beat them at their own game by incorporating the latest digital strategies, tactics and industry best practices for engaging and retaining customers.
It can cost seven to 10 times less to keep an existing customer than acquire a new one. And those repeat customers spend more than the newcomers. Try these top customer retention tactics to reap the rewards.