Independent Banker

FEBRUARY 28, 2022

These community bankers share how they collect positive reviews, and how to respond to negative ones. Your digital footprint outside of your own properties is increasingly how decisions are made,” says Rob Birgfeld, executive vice president and chief marketing officer for ICBA. How to respond to negative reviews.

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Gonzobanker

SEPTEMBER 14, 2023

Just this week, Finovate host Greg Palmer surveyed the event’s audience on what the biggest challenges of digital transformation projects were for incumbents, according to Fintech Futures. B: Coastal Community Bank launched Coastal World , a virtual world designed to market the Everett, Wash., The results? bank’s fintech partners.

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Abrigo

JUNE 21, 2017

Whether a company is a Main Street florist or Fortune 100, executives and owners struggle with the gap between their perceived value of the business and the market value. In fact, this valuation gap is the top reason private-company transactions fail to close, according to the 2017 Private Capital Markets Report by Pepperdine University.

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FICO

APRIL 26, 2023

Home Blog FICO Survey: Do Customers Think Banks Are Fair to Scam Victims? According to the 2023 FICO Global Scams Survey , 51% of consumers worldwide believe their friends or family members have been victims of similar scams. More than 10% of these reports involved losses, which totaled A$96 million.

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PYMNTS

MAY 4, 2020

Customer segment planning and predictive analytics have been absent from any recent retail marketing discussions. Instead, what if customers were segmented by their approach to returning to “normal” shopping behaviors as suggested by the PYMNTS COVID-19 surveys ? Marketing strategies have been somewhat shoddy during the pandemic.

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FICO

DECEMBER 5, 2022

Top 5 Surprises from FICO’s Fraud and Digital Banking Survey. Our survey found that good fraud protection is paramount for customers - even though they themselves may exaggerate income or claims. Here are the top 5 surprises from that survey, along with tips for FIs on how to address or capitalize on them. FICO Admin.

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FICO

APRIL 20, 2023

According to FICO’s latest survey of consumers from 14 countries around the globe, 90% of all consumers have sent a real-time payment, and at least 95% of consumers have used real-time payments in India , Indonesia , the Philippines , and Brazil. Throughout the countries we surveyed, RTP usage shows no signs of slowing.

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Abrigo

NOVEMBER 15, 2016

One in every four CPA firms currently faces challenges related to succession planning, according to a recent survey by the AICPA Private Companies Practice Section and Succession Institute LLC. Nearly half of the survey participants pointed to merging with another firm as their first choice of exit strategy.

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Abrigo

FEBRUARY 14, 2024

You might also like this podcast, "How to sleep easier at night about your capital and risk levels." LISTEN Takeaway 1 Effective CRE risk management involves adapting to changing market fundamentals to avoid excessive loan losses. The tightening of CRE credit could potentially impact liquidity within the CRE market.

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Independent Banker

AUGUST 31, 2021

A barrage of new payments potential has shaped the market since the start of the pandemic. In fact, one in five community banks had deployed APIs before 2020 and another quarter planned to do so this year, a 2020 Cornerstone Advisors survey found. Experts point to a strategy built on customer input and relationship-building.

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PYMNTS

NOVEMBER 16, 2020

The new content series, entitled “Berking from Home,” will include design solutions, product recommendations and suggestions on how to budget responsibly for “common household challenges” like homeschooling children, self-care and remote work.

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PYMNTS

MARCH 22, 2017

Freshbooks VP of Strategy Matthew Baker highlighted these findings in a chat with PYMNTS to weave through the research and sound off on some of the survey results that most caught his attention. It’s a large responsibility, but as Freshbooks’ survey found, many small business owners are learning how to operate with a trial-and-error mindset.

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Independent Banker

OCTOBER 31, 2021

But it doesn’t matter how spectacular your marketing campaign is if it’s not reaching the right people—or anyone, for that matter. In a 2019 Marketing Evolution survey, 37% of marketing professionals said their organization experienced wasted marketing spend—roughly 21 cents in every dollar.

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PYMNTS

AUGUST 15, 2016

The folks at Internet Retailer took a look at brand loyalty, the importance of customer retention programs and why it’s cheaper to retain an existing customer than market to a new one by surveying hundreds of eCommerce companies and executives.

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BankBazaar

MAY 2, 2022

A recent survey by an online mutual funds platform found that 72% of Indians are unaware of how much to put aside or invest to achieve financial freedom. Keep up with financial news and developments in the stock market and do not hesitate to adjust your investment portfolio accordingly. Well, we’re going to remedy that.

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PYMNTS

JUNE 17, 2019

At the same time, an overzealous system will flag too many legitimate users and could send them looking for alternative providers on the market. This edition focuses on how payments teams are coping with the vexing challenge of fraud detection — and how they may overcome it.

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Abrigo

DECEMBER 14, 2023

You might also like this on-demand webinar, "Strategic plan: How to develop and monitor at your financial institution." Start with a survey and pre-planning meetings. Learn how to tap your data to generate management insights. Here are some sample questions: What specific insights do you have for the next year in our market?

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Independent Banker

MARCH 31, 2022

About two-thirds of community banks have maintained a relationship with the same core processor for more than five years, and nearly 50% have kept the same vendor for more than 10 years, according to the 2020 ICBA Community Bank Core Processing Survey. Source: 2020 ICBA Core Processor Survey. Quick Stat.

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Jeff For Banks

JUNE 25, 2020

The inability to connect Marketing activities to the bottom line is what I frequently hear from bankers that think the Marketing Department is a cost center. Yet Marketing is frequently held to account for the ROI of the checking or home equity campaign. Which leads me to my second way to hold Marketing accountable.

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Accenture

MARCH 20, 2017

Accenture recently examined rapidly changing consumer expectations in banking in our 2017 Global Distribution & Marketing Consumer Study , which gathered the views of more than 33,000 customers across 18 markets. The survey also showed a paradox around attitudes to branches. Read the full report. The results were surprising.

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Accenture

MARCH 20, 2017

Accenture recently examined rapidly changing consumer expectations in banking in our 2017 Global Distribution & Marketing Consumer Study , which gathered the views of more than 33,000 customers across 18 markets. The survey also showed a paradox around attitudes to branches. Read the full report. The results were surprising.

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Marketing Cyber Security Study Meeting 150

Abrigo

JANUARY 29, 2015

But Hinge , a branding and marketing firm, has some interesting research that highlights the importance of expanding how you think about and generate referrals. More than 8 of every 10 service providers surveyed by Hinge had received a referral from someone who had never been a client. How did that happen?

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South State Correspondent

SEPTEMBER 20, 2023

For starters, a customer may carry large balances but not generate franchise value if those balances are all in high-paying money market accounts or are highly volatile. Finding this intersection is the key to the efficient use of sales and marketing resources. We ranked the Top 20 Deposit-Rich Industries ( HERE ).

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Abrigo

FEBRUARY 8, 2017

. • Customer Acquisition Cost: This metric has a shock value and will drive discussions around customer retention, sales efficiency, and marketing. Consistently surveying clients will keep the company on-tract relative to customer satisfaction and is an excellent predictor of growth.

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ABA Community Banking

NOVEMBER 19, 2019

As the population of older Americans continues to grow—and with seniors increasingly the targets of scams—a majority of banks are responding by offering training for frontline staff on how to prevent elder financial exploitation, according to the ABA Foundation’s second Older Americans Benchmarking Report released today.

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Independent Banker

DECEMBER 31, 2021

Source: Credit Karma/Qualtrics Survey. services multiple buy now, pay later (BNPL) providers, from a much-touted relationship with market leader Affirm to a newly launched partnership with U.S. They provide a straightforward way to purchase an item and split its cost over a set period of time, generally four payments over six weeks.

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FICO

SEPTEMBER 16, 2020

FICO’s Integrated AML Compliance Survey has revealed that while the vast majority of banks in more than 11 countries around the Asia Pacific region believe that AI will strengthen anti-money laundering efforts, many remain unsure how to operationalize the advanced technology.

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Abrigo

AUGUST 19, 2016

In that survey, accountants had higher ratings than journalists, real estate agents, building contractors and business executives. Over the years, accountants have been named as the most trusted business advisor in several industry surveys, including one in 2012 by Sage and another in 2013 by CCH.

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PYMNTS

JUNE 30, 2017

Sanjeev Kriplani, SVP Marketing and Product Management at Bill.com, likened this to “QuickBooks Online — plus paper.”. A recent survey from NACHA released earlier this week found that today, accounts receivables executives said paper checks make up about half of the payments they receive (compared to ACH, which accounts for about a third).

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PYMNTS

OCTOBER 26, 2017

That is, how many are walking the razor’s edge of solvency, and how many are on their second chance after a shock to their financial stability — such as job loss, work-related injury or a divorce that removed an income stream? It’s a full 40 percent, according to a recent survey by PYMNTS.

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Abrigo

DECEMBER 7, 2021

Takeaway 2 In an Abrigo survey, nearly 2 out of 3 FIs said at least some of the loan review process is performed in-house. How to organize the loan review function. In a recent Abrigo survey , nearly two out of three financial institutions surveyed said that their institution performed at least some of the loan review process in-house.

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Risk Management Lending Survey Report 195

Abrigo

MARCH 31, 2015

A recent AICPA survey found that 87 percent of them consider the task extremely to somewhat important. Small Business Administration (SBA) offers several case studies of various business owners who boosted their marketing, and many of the techniques can be applied to generating new clients for valuation professionals. Are you a golfer?

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PYMNTS

SEPTEMBER 8, 2020

While these transactions are routine, the NFC method isn’t the only way Apple envisioned how to communicate the payments, AppleInsider reports. PayPal introduced QR codes in May to 28 markets worldwide, with transaction fees waived for QR code sales.

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PYMNTS

AUGUST 4, 2020

They made quick pivots into the new digital environment as they tried to figure out how to keep their current customers and bring in new ones. But Phalen said that what is surprising is how good SMB owners worldwide are feeling as they come out of mandated shutdowns and more or less get back to business. The New Normal.

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PYMNTS

DECEMBER 16, 2016

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Here the elusive payments opportunity meets or, in fact, doesn’t meet, the elusive audience: accounts payable automation for middle-market firms.

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PYMNTS

FEBRUARY 11, 2019

There seem to be no easy answers on just how to regulate the space. As noted by Forbes , the study found that a minority — make that 26 percent — of regulatory agencies surveyed by the FSB actually have definitions of FinTech lending in place.

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PYMNTS

OCTOBER 15, 2020

How can they change their business models to better service consumer’s new shopping and payments needs in the market that will emerge in the pandemic’s aftermath? PYMNTS surveyed a census-balanced panel of 2,157 U.S.

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