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AFFLUENT CUSTOMERS TURNING TO INDEPENDENT ADVISORS
The loyalty of wealthy clients to their financial services providers is undergoing a dramatic shift, according to a recent report.
U.S. BANCORP BUYS NOVA TO FORTIFY MERCHANT SERVICES
At a time when many banks have shed their credit and debit card processing businesses, U.S. Bancorp has purchased bankcard processor Nova.
BANK NEED FOR INTEGRATED CRM GROWING, STUDY SHOWS
Banks need to recognize the importance of companywide integrated customer management solutions, according to a Meridien Research report.
BANKS LAG IN THE RACE FOR EMERGING WEALTH CLIENTS
A recent survey shows financial institutions are
overlooking the money management needs of customers
with assets between $50,000 and $500,000.
Data Mining Application Helps BB&T Increase Cross-Sell Ratio
When Winston-Salem, N.C.-based BB&T noticed inefficiencies due to redundant messages from its various departments being sent to the wrong customers, it took corrective action.
Ability To Identify Profitable Customers Key to CRM Success
Billions of dollars are being squandered on CRM projects that lack clearly defined goals.
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