How Some FIs Are Communicating With Their Customers

By cat-tonicPublished On: May 16, 2017Categories: Newsletter

We at d.trio have been branching out into many different marketing directions in many new industries, but our roots are in financial services direct marketing, so naturally we were excited about this article from The Financial Brand. It shows some great examples of what banks and credit unions are doing for customer acquisition, onboarding, continuing engagement, and cross-sell efforts.

No matter what kind of marketing you’re into, there are some solid ideas here for connecting with your customers.

Read the Article

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About the Author: cat-tonic

Born of curiosity and enthusiasm, we’re a scrappy group of smart, passionate marketers who work hard and play hard. We show up every day and fight for our clients who are making the world a better place. We listen with curiosity, explore deeply, ask hard questions, and sometimes put forth ideas that might make you squirm. Because we believe the status quo is good for growing mold but not much else. The way we see it, change is the way forward and the magic happens when curiosity, math, science, instinct, and talent intersect.

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By Beth Seitzberg|2025-01-17T18:33:48+00:00January 17, 2025|

The financial industry is brimming with opportunities to align portfolios with values. Yet despite growing client interest, there’s a gap that few are addressing: how do we ensure clients not [...]