Want to see timely articles on topics affecting financial marketing? Here is a great resource for you. Check out our informative quarterly newsletter. Just click on the links to open a PDF of the issue you want to see. If you’d like to receive a hard copy version, email us to have your name added to our complimentary subscription list.
NEWSLETTERS
1st Quarter 2023
• How to Find People Likely to Open High Balance Produces
• The Smart Solution to Find People in need of Financial Products
• Maximize Checking Opportunities Using Data Intelligence
4th Quarter 2022
• Retail Acquisitions—Know Your Goals Before You Start
• The Un-Fore-Gettable ABA and Financial Brand Conferences
• DashboardIQ – A Wealth of Customer Data at Your Fingertips
• LocationIQ – Who is in Your Market Area?
• WordCom, Swinging Fore the Community
3rd Quarter 2022
• Using Lifestage Triggers to Get More Loans
• Incorporating CRA Requirements with Your Current Marketing Campaigns
• Keeping Our Community Warm
• Intent Data
• Upcoming Conferences! Where to Look for WordCom…
• Marketing: Hire Outside Help or DIY?
• Pre-Mover Mortgage Trigger Program
• VisiFI Conference – Growing Together
• Meet Mead!
• Farewell, So Long… It’s Been Fun! Sheryl Pate is Retiring!
2nd Quarter 2022
• Storytelling Through Data – Appends Fill the Gap
• Opportunity Alert: Transparency Drives Conversions and Mergers Success
• Data Bytes: Disruptor Program
• If You Build it, They Will Come: Relationships
• Data Appends: A Wealth of Information at Your Fingertips
• United Way – Community Volunteer Day
• Meet Sean Bannon
1st Quarter 2022
• Loan Strategies for 2022 – All You Need is Data
•Acquiring New Business Customers: Targeting is Key to Success
• Data Bytes – Reach Business Owners at Home
• Meet Yao Fu!
• Pre-Movers: Excellent Opportunities for Mortgage Loans
• WordCom’s Market Analysis: Using Knowledge Based On Location
• Oh Christmas Tree
• HELOC Utilization is a Great NEXT Marketing Campaign
4th Quarter 2021
• Meet John Rakis, WordCom’s New Chief Revenue Officer!
• Revenue Calculations for Marketing – No CFO Needed
• New Loan Outreach to Start the New Year
• Revenue Segmentation
• The Power of Dashboards
• Every Year is a Year of Caring at WordCom and Now it’s Official
• Data Reporting and Analysis
3rd Quarter 2021
• Remembering WordCom’s Founder, George Wachtel
• Marketing Calendars – Planning for 2022
• Using Data to Drive the Customer Experience
• Achieving Marketing Goals When Your Have CRA Requirements
• Retail Acquisitions – Know Your Goals Before You Start
• Focus on Retail Customers With a Business
• Acquisitions Should Focus on Profitability, Not Gross Names Added
• Profitability Segmentation System
2nd Quarter 2021
• “Test and Learn†is a Mentality, Not a Tactic
• Changes in Marketing for 2021
• Deepening Customer Relationships: Marketing on Auto Pilot
• Five Techniques to Increase Loan Balances
• Optimize Touches, Maximize Response
• Data Bytes: Next Most Likely Product
• Meet Phil Tuttle!
• Data Appends
1st Quarter 2021
• Initiate More Home Equity Lines of Credit
• PowerBI Dashboarding – Enhance Your Analysis
• Business Acquisition During COVID-19
• Profitability is Trending at WordCom
• Digital or Mail for Your Direct Marketing?
• Culture Corner
• Unlimited Mail Tracking Now Available
• Attrition Prediction Program
4th Quarter 2020
• Looking Ahead To 2021: Making Those Marketing Dollars Count
• The Basics of Attrition Modeling
• Maximizing Card Usage
• Boost Your Business Checking & Money Market Results
• HELOC Activation Promotions – Driving Loan Balances
• WordCom’s LeadConnect Program: Right Product, Right Customer, Right Time
• Meet Stacie Tindle
• Extending Our Core Values to the Community
• LeadConnect
3rd Quarter 2020
• WordCom Core Values
• Announcing “Data Bytesâ€
• Onboarding and Reboarding: Understanding the Difference—and What Each Can Do for You
• Identify and Retain Your Best Customers: Customer Improvement Program
• Multi-Channel Marketing Versus Omni-Channel Marketing
• Life Stage Triggers + LeadMatch, The Right Message at the Right Time
• Acquiring New Customers During Uncertain Times
• Attrition Prediction Program
2nd Quarter 2020
• A Message from the CEO
• Attrition Modeling
• Enhancing Data Can Serve Many Purposes
• Why it’s so important to communicate like you never have before
• Marketing to Millennials: Digital and Direct Mail Together
• Take the Mystery Out of Email
• How Branches Might Evolve to Get Customers/Prospects Engaged
• Data Appends: A Wealth of Information at Your Fingertips
1st Quarter 2020
• Targeted Cross-Sell Programs
• Looking for a New Customer Acquisition Strategy? Check Out WordCom’s Market Disruption Campaigns
• Don’t Wait to Get the Most of Your Email Program
• Making the Most of Your HELOC Marketing
• Merger Communications: Make a Good First Impression
• Take Another Look at Your New Mover Program
• Where to Find Us!
• Disruption in the Market Strategy
4th Quarter 2019
• Pre-Mover Mortgage Trigger Program: Outstanding Results at a Low Cost
• Take Advantage of Competitor’s Branch Closing with a Market Disruption Campaign
• Holiday Promotional Campaigns: Are They Worth Doing? Ways to Maximize Your Message!
• President’s Message
• Mortgage Acquisition – Targeting for Refinancing
• Making Data-Backed Decisions for Your Marketing Campaigns
• The Proof is in the Results: Digital Connect Makes a Real Difference in Direct Mail Campaigns
• Creative Corner: WordCom’s Production on Premises
• WordCom – Your Partner for Strategic Planning and Campaign Deliverables
3rd Quarter 2019
• Super-Charge Your Direct Mail Campaigns with DigitalConnect
• When Life Event Triggers Occur, Opportunity Abounds!
• Data Intelligence: The Key to a Successful Acquisition Program
• Leveraging Marketing for Community Reinvestment Act Compliance
• Pre-Mover Mortgage Trigger Program
• New Faces at WordCom!
• Intelligence Corner Elevate Confidence: Differences Between SOC 1 and SOC 2
1st Quarter 2019
• For Charlie Gross, the best is yet to come!
• Capitalizing on your most profitable prospect: the new mover
• Meet Gerry D’Agostino
• Merger Communications: “You never get a second chance to make a good first impression.â€
• Get “up close and personal†with your clients and prospects. It’s what they want, and it’s what you need to succeed.
• The better customers you want are out there. WordCom can help you find them.
• Lay the foundation for marketing success before launching your program
Fall 2018
• Target the checking prospects you want to target.
• Save money by saving business you already have with the WordCom Attrition Prediction Model
• Times they are a-changing!
• Change is good—and it can be better when you take advantage of it.
• CheckingIQ™
• Boost your bottom line — and your customer base — with the right cross-sell program
• What’s up, stock?
Winter 2017
• The early bird gets more loan originations!
• Market more effectively with 3-D
• How well do you know your customers? The answer could be key to your success
• Measure the relationship results of acquisition programs with profitability tracking
• MortgageIQ™
• The right reporting today can be key to tomorrow’s success
• New positions at WordCom
Summer 2017
• Charlie Gross, WordCom’s Award-Winning Senior Vice President!
• Rising Interest Rate Environment Opportunities
• Auto Loan Refi: Make an Offer
• Checking Acquisition: Getting the Most Out of Your Marketing Dollars
• Understanding Your Customer to Better the Onboarding and Cross-sell Experience
• RiskIQ™
• Don’t Let the Postal Monster Eat Your Marketing Mail Budget
• New Movers – An Important Part of Any Marketing Plan
• Meet Ann Sullivan
Spring 2017
• New Retail Household Acquisition: Checking Accounts
Still Lead the Way
• Cross-Sell: The Importance of Segmentation
• Prize Link
• Disruption in the Market… A Great Opportunity to Attract New Customers
• Small Business Analytics
• Capitalizing on the Most Profitable Prospect: The New Mover
• Direct Mail Can Be the Key to a Successful Branch Promotion
• “It’s Spring – Get Outside and Play a Game!â€
Winter 2017
• What’s Available and How to Use it
• Product Conversions: Communication Opportunities
• Customer IQ
• Measuring a Marketing Program
• Using Data Intelligence to “Connect†with Customers
• How to Get Mail Opened
• WordCom Launches New Look Website
• Checking Acquisition: Timing is Everything
• Recent Bank Marketing Conferences
Newsletter Archive
Fall 2016
Summer 2016
Spring 2016
Winter 2015
Fall 2015
Spring 2015
Winter 2015
Fall 2014
Summer 2014
Spring 2014
Winter 2014
Fall 2013