Resources

Attracting Hearts, Winning Customers: Harnessing Social Impact for Sustainable Growth. Discover how purpose-driven initiatives drive customer loyalty and business success!

Which one is best suited for the task at hand? The conversation surrounding AI often paints a picture of endless possibilities. But, we must recognize that it can’t stand alone. The human element is an indispensable part of the equation.

As the banking industry continues to evolve, traditional banks are faced with the challenge of attracting new customers to their checking accounts due to the rise of online-only banks and fintech companies.

Like the promise of Artificial Intelligence, our EngagementIQ program was created to make your job easier.

AI in Finance: Efficiency vs. Security. Harnessing transformation while guarding against risks. Enhanced fraud detection meets sophisticated scams –– navigating the delicate balance.

When it comes to welcoming customers to your financial institution (FI), onboarding is a valuable program that enables you to deepen and strengthen your new customer relationships.

Equity lines already approved and opened are an essential and rich source of new loan balances. Reminding members/customers of the credit available to them and how to access it provides an impetus for customers to activate their lines.

Whether a financial institution is looking for retail household or business acquisition, data intelligence can help improve the campaign's success by zeroing in on its target market.‍

After unsuccessful checking acquisition attempts, one financial institution found that checkingIQ strategies turned around their marketing results.

When a financial institution’s pre-screened customer analysis left too small a pool, a new approach generated more customer prospects and greater account opening results.

Think of the year-end holiday when consumer spending is at its peak. Available cash becomes an issue for consumers; many of whom already have outstanding loan payments. That’s where your financial institution can offer help to your loan customers.

Driving Success: MortgageIQ's Precision Yields $30M Loan Surge. Explore the impact of targeted analysis, boasting a 164% ROMI, 93 new mortgages, and a remarkable $30M spike in total loan balances.

A financial institution increased attention for three new branch openings with a cutting-edge electronic gaming promotion. It resulted in high response and future leads.

Business account holders are often overlooked as potential new account prospects. This institution ran a successful business campaign that opened many accounts.

Many customers plan home improvement projects for the next season when spring, summer, and fall approaches.

In the competitive world of financial services, maximizing customer engagement and return on marketing investment (ROMI) is paramount. A prime example of this is the strategy employed in HELOC (Home Equity Line of Credit) activation promotions.

Institutions are constantly seeking innovative ways to enhance their marketing strategies and boost customer engagement. WordCom has introduced a groundbreaking, data-driven approach to target the ideal customer for equity line and loan accounts.

Financial Institutions face a constant challenge: acquiring new customers is tough, but retaining them can be even more challenging. Why do some institutions maintain a high percentage of their customer base while others see a greater churn rate?

The challenge of today appears to be: do more with less, be innovative and qualify where those marketing dollars are going and what type of ROI each marketing effort will produce.

In today's fast-paced world, marketing strategies are continually evolving. A key player in this evolution is the synergy between traditional direct mail and modern digital marketing.

Choosing Channels Wisely for Loan Growth. Navigate the clutter—direct mail, email, digital ads, and more. Craft a multi-channel strategy for a 360° campaign that boosts responses and loan balances efficiently.

No matter how perfectly you target your audience or how many channels you use to reach them, your efforts may be in vain if the message doesn't resonate.

In this evolving landscape, deepening relationships with existing customers is a crucial strategy for boosting profitability and minimizing attrition.

Maximize Impact: Optimize Touches for High Response Rates. Dive into the importance of repetition in marketing—crafting strategic waves, ongoing testing, and leveraging technology for unmatched success.

Unlock Success with Test & Learn: Embrace a mindset for strategic experimentation. From direct marketing to digital advancements, optimize ROI with informed decisions, not instinct.

Maximize Profits with Disrupter Marketing: Seize timely opportunities, captivate customers during market shifts, and elevate your bank's success!

How important would it be to know which customers or members are highly profitable and which ones cost you money? What would it mean to your bottom line if you could move some of them from unprofitable to profitable?

Unlocking Prosperity: Strategic Insights for Banks on Attracting and Empowering Small Business Owners!

Generational Harmony in Banking: Strategies to Captivate Millennials and Gen Z - Bridging the Divide!

Unlock the potential of data-driven marketing to elevate your bank’s campaign success. Dive into actionable insights and segmentation strategies that sharpen your marketing focus and amplify ROI.

Unlocking Banking Success: Targeting the Perfect Audience for Seamless Account Acquisition - Your Strategy Starts Here!

When two financial institutions come together through a merger or acquisition, every element of communication must positively reflect the image and branding of the organization.

In the ever-evolving financial sector, staying ahead demands innovative approaches. Learn how WordCom leads this change by utilizing new mover data to revolutionize HELOC marketing.

Discover how targeted marketing strategies can transform customer engagement and drive results.

Retaining your best customers will increase your ROI and loyalty within your customer base.

Discover how to revolutionize your equity acquisition strategies in the competitive financial landscape.

Discover How Data Append and Modeling Can Revolutionize Your Customer Acquisition Strategy

Understanding the unique spending habits and needs of new movers can open doors to growth and customer loyalty for your institution. Dive into our latest blog post for key insights and strategies.

If you want to write more mortgage loans, you can know every existing customer and genuine prospect who put their home up for sale last week with a Pre-Mover Mortgage Trigger Program.

Taking a fresh look at your new mover program may reveal ways to enhance its effectiveness. Discover how enhancing your new mover program can boost your bottom line

Home Equity Lines of Credit (HELOCs) are a popular loan product. Discover new ways to market them and promote their use.

Elevate Your Bank's Marketing Game: Discover how targeted, data-driven strategies can boost customer engagement and drive results.

For financial institutions looking to boost their rate of retail acquisitions, marketing campaigns can be customized to pursue many different goals.

As financial institutions focus on doing business in the post-COVID world, many want to implement new solutions—such as expanding their small business checking market share.

What motivates a consumer to purchase a product, subscribe to a service, or expand their relationship beyond a single product or service with you?

Revenue segmentation estimates a customer's current revenue generation and potential for additional revenue with new product openings. Customers are then categorized into groups based on this information for actionable insights.

Financial institutions today sit atop droves of customer data. However, translating this data into actionable insights and optimizing its use to drive growth remains an enduring challenge for many.

For decades now, there have been debates between the finance and marketing departments on how to measure the profitability of a customer. The truth of the matter is that the debate is unnecessary.

What makes dashboards more valuable than a standard Excel pivot table, chart, or even a PowerPoint slide is the ability for the user or presenter to interact with the dashboards and, thus, the data.

The gifts have all been opened; the last party is over. This is when many customers will be looking for cash to help fund the holiday bills. There are simple, easy options to offer them.

In a world where data reigns supreme, ensure you're equipped with the best tool to harness its power. Choose WordCom's CustomerIQ and watch your institution soar to new heights.

While many businesses are hard-wired to believe that acquiring new customers is the ultimate success metric, focusing purely on acquisition, often due to managerial mandates, might only sometimes be the wisest strategy.

As the market becomes increasingly saturated with varied players, the essence remains unchanged: it's the age-old game of relationships. The technological scene will continue to shift, but at the core, business owners seek genuine assistance.

The Beatles may have gotten it right when it comes to life… all you need is love. But when it comes to growing loan portfolios, the key to success is data. Below are some tactical ways that you can acquire new loans and grow existing balances.

With the impending rising rate environment, does your financial institution have a way to keep your mortgage pipeline full? Innovative data sources have made it easier than ever for you to focus your marketing efforts.

Financial marketers understand the significance of business accounts to the financial health of their institutions. Several data tools can assist in connecting with business owners even at their homes.

When deposits are already high and loans are where you want to focus, we recommend a unique way to build your loan portfolio.

Financial institutions hold vast customer data but struggle to utilize it as it's often stored in inaccessible systems or MCIFs with cumbersome interfaces. This hinders proper analysis, making it challenging to derive actionable insights.

Want to know what all of our clients have in common? They all have a desire to grow. They also share another common denominator: they all have a lot of data. A LOT of data! And many of them need an actionable outlet for this data.

With fierce competition for businesses as customers, using business data to select prospects is imperative for successfully expanding this account base.

Developing deeper customer relationships is a proven approach to increasing profitability and reducing attrition.

In today’s increasingly interconnected world, marketers within large financial institutions are often faced with the intricate task of crafting campaigns that resonate across diverse prospect landscapes.

It may take some extra time, but segmenting your audiences will allow you to more effectively communicate with your customers and nurture your relationships with them.

By focusing on the right audience, leveraging the strengths of the bank, and deploying a data- driven approach, we were able to steer our client towards growth and community impact in a challenging market environment.

Acquiring new customers is often about timely engagement, and what better time than during pivotal life events such as getting married, welcoming a baby, or relocating?

Appending data maximizes marketing efforts by supplementing existing information. It helps understand target audiences, their needs, and preferred communication channels for better results and ROI. Reach out to learn more.

Guiding Customers Through Financial Transitions: The Power of Transparent Communication in Mergers and Product Changes.

Looking to attract new banking customers or members? Discover how disruptor marketing can help target those switching banks due to disruptions like mergers, branch closings, or changes in offerings.