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What’s a Bank Or Credit Union to Do?
In my role as a strategist, I have worked with dozens of banks and credit unions throughout the U.S., helping them develop and implement marketing and retail programs. Over the past three years,...
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The Future Is Now For Many Financial Institutions
Banks and credit unions are sometimes a bit hesitant to implement initiatives aimed at attracting younger account holders. In particular, many resist efforts to reach out to Gen Y… that segment of the...
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The Myth of Lost Home Loan Opportunities
Since mortgage refinancing has fallen from its 4Q12-2Q13 peak,* the concern from our financial institution (FI) clients is that the opportunity to capitalize on home loan opportunities has passed them...
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