Incentivizing Client Behavior

  • Interview With an Expert: Defining Banks’ Push and Pull Strategy

    Interview With an Expert: Defining Banks’ Push and Pull Strategy

    More than ever, banks are realizing that they can only be profitable so long as they have a satisfied, loyal customer base. This means offering competitive rates and fees, ensuring high-quality...

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  • What Does Gen Z Want from Their Banks?

    What Does Gen Z Want from Their Banks?

    It’s safe to say that in banking, as in other industries, companies were slow to solve the mystery of the new (well, old-new) generation of consumers, Millennials. Now, in the waning heyday of...

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  • The Power of Personalized Banking

    The Power of Personalized Banking

    You open Spotify, and there’s a custom playlist for your listening pleasure. Go to Amazon, and there’s a myriad of product suggestions based on your previous purchases. Head over to Netflix, and...

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  • Why Banks Need to Start Building the Best Banking Clients

    Why Banks Need to Start Building the Best Banking Clients

    Every bank wants more clients, period. Developing mutually beneficial, profitable relationships and maintaining them over a long period of time is the best possible way to ensure the future...

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  • Why are Customers Switching Their Banks?

    Why are Customers Switching Their Banks?

    It’s no secret that customers are switching banks in higher numbers than ever before. Technology is powering a paradigm shift that makes changing financial institutions less difficult, and savvy...

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  • Interview With an Expert: Driving Millennial Deposit Growth with Jeremy De Mello

    Interview With an Expert: Driving Millennial Deposit Growth with Jeremy De Mello

    Banks have a unique opportunity. Millennials are becoming an ever more important market segment and there’s a deposit gold rush just waiting to happen. But as many industries have discovered,...

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  • Interview With an Expert: Driving Millennial Deposit Growth with Jeremy De Mello Pt. 2

    Interview With an Expert: Driving Millennial Deposit Growth with Jeremy De Mello Pt. 2

    In our last chat with Jeremy De Mello, Account Executive and Millennial here at Zafin, he talked about the opportunity banks have with the Millennial demographic. There’s a profit potential and...

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  • Predictive Banking Analytics are About to Change Everything

    Predictive Banking Analytics are About to Change Everything

    Computers are getting better at guessing what you want. This is evident in highly targeted advertisements, Netflix recommendations, and Spotify playlists. And, love it or hate it, customers are...

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  • How Influencing Customer Behaviour And Loyalty Can Propel Retail Bank Revenues And Profitability

    How Influencing Customer Behaviour And Loyalty Can Propel Retail Bank Revenues And Profitability

    Progressive retail banks are starting to re-invent the way in which they interact with, and sell products to, their customers. They are seeking to deliver more customer-centric models

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  • How Tailored Offers Can Empower Retail Banks

    How Tailored Offers Can Empower Retail Banks

    What is a “tailored offer?” and how can it benefit a retail bank? It goes without saying that if you’re a banker, you’re familiar with the concept of offering your clients products with incentives...

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  • How Can Banks Deepen Customer Loyalty?

    How Can Banks Deepen Customer Loyalty?

    Until recently, customer loyalty in banking was all but accepted as inevitable. When brick and mortar locations were the primary way of doing business, and financial information was difficult to...

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  • How Can Your Bank Drive Primary Account Relationships?

    How Can Your Bank Drive Primary Account Relationships?

    Of all the dozens of products banks sell, few are as essential as the primary accounts of its customers. When I say “primary account” I mean the bank account you use to receive your paycheck, pay...

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  • What do Millenials Want From Their Banks?

    What do Millenials Want From Their Banks?

    Millenials have shaken up the way the world does business. And it’s more than “killing the diamond industry” or “killing the automotive industry.” It’s about demanding a level of flexibility...

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  • Money for nothing in retail banking

    Money for nothing in retail banking

    Dire Straits couldn’t have known that their iconic 1985 hit could come to represent a disillusioned perspective of banking fees. Perhaps it hasn’t and I just made that up, but in any case, Colin...

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  • Missed connection? A loyalty assessment may be in your future

    Missed connection? A loyalty assessment may be in your future

    You met online. Things were exciting at first – she stopped by several times a week, you went shopping together, took in a movie, cashed in some points and took a trip. But then she stopped...

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  • Time for banks to pick up the PACE

    Time for banks to pick up the PACE

    When 77 percent of your customers feel you’re “failing to meet expectations,” it may be time to take a long, hard look at yourself. That was the headline statistic in FIS’s inaugural “Performance...

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  • What is the Customer Engagement Score?

    What is the Customer Engagement Score?

    The Customer Engagement Score (CES) is a unified measurement of customer engagement with your bank. As a direct indication of the quality of a customer’s relationship, the score represents a...

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  • Three ways banks are creating the “Branch of the Future”

    Three ways banks are creating the “Branch of the Future”

    It seems like we have been talking about the end of branch banking for quite some time – it’s always on the horizon, but never here. Now, according to a recent Accenture report, more than 50% of...

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  • Are banks becoming irrelevant? Generation Y says yes.

    Are banks becoming irrelevant? Generation Y says yes.

    To those between ages 18 and 33, banking is the industry open to the highest risk of disruption – and the change will be seismic. This, according to Scratch, a unit of Viacom, which recently...

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  • To change customer behavior, use a carrot, not a stick

    To change customer behavior, use a carrot, not a stick

    Glenn Grossman Solutions Consultant, North America Zafin We all have our habits and preferred methods to do tasks. When it comes to finances, this is very common. When people find a process that...

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