Do you try to keep your finger on the pulse of changes in the world of financial marketing? Here are articles we've authored, along with other interesting and helpful information to help keep you on top of what's happening.

Life Stage Triggers + LeadConnect: The right message at the right time

It is crucial now more than ever that marketers be smart, targeted and precise. Financial institutions that utilize life event triggers can put themselves ahead of the game. What are life event triggers? Simply put, they are milestones in people’s lives—marriage (or divorce), the birth of a baby, and the purchase of a new home… Read more

Initiate More Home Equity Lines of Credit

When it comes to marketing Home Equity Lines of Credit (HELOCs), WordCom now offers financial institutions a new marketing approach — through the innovative use of new mover data. How great is the opportunity? According to, approximately 36 million people move each year — and these movers spend, on average, more than $9,000 within… Read more

Digital or Mail for Your Direct Marketing?

The answer is easy—both! Direct mail with digital marketing support is key for a better response rate and a greater return on your marketing investment. You can effectively do both at the exact same time for the best results. Using mail as a direct marketing strategy has been very effective, but the arrival of the… Read more

WordCom Celebrates CEO’s 35 Years

Christopher Wachtel is a sturdy, present force behind his family-owned target marketing company, WordCom, Inc. A mere 35 years ago, he was given a work permit to run the laser printers on weekends at WordCom—something he actually started doing 3 years earlier… Of course, money was involved, so 16-year-old Chris had no problem spending his… Read more

Onboarding and Reboarding

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. WordCom’s Onboarding 90-120 day Program is a six-step process that starts 10 days after the customer relationship begins and ends at the 90-day mark. Here’s how it works:… Read more

Making Those Marketing Dollars Count

The challenge for 2021 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. Now more than ever, every marketing dollar is important! In a recent survey conducted by D&B, budget constraints were listed as one of the… Read more

Attrition Modeling – Dashboarding

It’s hard work acquiring new customers. The last thing anyone wants is to see those customers leave soon after. Everyone loses customers, but not everyone loses the same percentage of customers. Some Financial Institutions (FIs) are able to retain a very high percentage of their customers year over year, while others struggle with retention. Understanding… Read more

New Equity Accounts – Targeting Customers

Seasonally, it is always a good marketing idea to promote new equity line/loan accounts to existing customers who don’t currently have one. The key is targeting homeowners who are likely to open an account. WordCom’s MicroModel approach uses data from existing customers that have an equity line/loan and builds a profile of them by appending… Read more

HELOC Activation – Promoting Line Usage

Targeting the customers for a HELOC activation promotion is relatively easy. A simple query of a bank’s customer database will yield not only existing HELOC customers, but also balance and credit line limits as well. Understanding the amount of money available and communicating that information to customers is the secret to driving line usage. A… Read more

Tapping Customer Loan Potential: Seasonal HELOC Promotions

When spring, summer, and fall approach, many customers begin to plan home improvement projects for the next season. Traditionally, springtime has meant a spike in equity loans and lines of credit that homeowners use to finance improvements. Summer usually means time for family vacations, and the fall frequently brings the need for college tuition payments…. Read more