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October 17, 2024
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Acquiring Millennial and Gen Z Investors: First Strategies for Asset Management

Source Millennials and Gen Z investors are transforming the financial sector, and their influence keeps growing. Recent research shows that 82% of Gen Z investors in the U.S. started investing...
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Referral programs in asset management: Turning satisfied investors into acquisition drivers by incentivizing referrals and promoting growth strategies
October 11, 2024
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The Power of Referrals for asset managers: Turning Existing Investors into Acquisition Drivers

Source In asset management, one of the most effective, yet underutilized, acquisition strategies is leveraging your existing investors to bring in new clients. Referral programs can transform...
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Brand advocate
September 27, 2024
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How to Keep Customers Engaged and Loyal in a Competitive Banking Landscape

To develop customer loyalty in banking and enhance the overall experience for traditional banks or credit unions, it’s essential to manage the various touch points customers have with your...
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September 27, 2024
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Data-Driven Marketing to Attract New Customers in the Online Banking Sector

The UK is notably home to HSBC, which is one of the largest banks globally, it has reported assets of over 2.3 trillion British pounds  according to statista, as of June 2023 which was after a...
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Brand advocate
September 26, 2024
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Turning Satisfied Customers into Brand Advocates in Online Banking

Marketing to businesses has always been the usual sophisticated ads campaign, or mind blowing creatives or copies. The place of these inputs can’t be undermined. While there are many digital...
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Maximizing customers life time value
September 25, 2024
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Maximizing Customer Lifetime Value Through Upselling and Cross-Selling in Online Banking

Image showing upsell and cross selling Increasing customer lifetime value (CLV) is crucial for sustaining long-term revenue growth with numerous data to back it up, and this significantly...
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September 3, 2024
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Leverage Data and Analytics to Drive Customer Growth for Insurance Companies

In the digital age, the insurance industry has undergone a significant transformation. The advent of big data and advanced analytics has revolutionized how insurance companies operate, enabling them...
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August 23, 2024
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Maximizing Customer Acquisition Cost: Strategies for Insurance Leaders to Drive Efficient Growth

In the competitive landscape of the insurance industry, maximizing customer acquisition cost (CAC) is crucial for sustainable growth. For insurance leaders, striking the right balance between cost...
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