Cross-Selling Insurance to Loan Customers

Cross-selling is a powerful marketing strategy that can help financial institutions increase their revenue and customer loyalty. One strategy is to cross-sell is to offer auto or home insurance – services not typically associated with FI’s – to customers who have...

Mergers: Rewards Conversions

Handling card rewards conversions during a merger can be challenging, but it’s important to ensure that customers understand how their rewards will be affected. Here are some tips for handling rewards conversions: Handling card rewards conversions during a...

Is your data merger-ready?

Managing a marketing database during a merger conversion can be a complex and challenging process. Here are some tips for managing the database before, during, and after the merger: Managing a marketing database during a merger conversion can be a complex and...