Monthly Archives: May 2014

The Future of the Account Opening Process

Ever wonder about the future of the account opening process at a financial institution?  Andera has prepared an interesting report and Infographic that summarized how accounts are opened now and how they believe this process will evolve over time.  The infographic is a great summary but the  full report is also full of interesting statistics.  Does anything…

Loyalty Mistakes To Avoid

Do you communicate to your current customers the way you speak to your prospects?  This article by Mark Di Somma from The Brand Strategy Insider explains why this is a huge mistake.  After they buy, Di Somma believes a customer has “the need for affirmed faith. Once consumers are passionate about a brand, they need different things. They certainly…