October 2021

Posted by: Allie Habeck October 20, 2021
Geographical lists – they let you target individuals based on their location, right? Well, yes… but there’s more to it than that! You’ve heard of geographical lists, but do you really know what they can do for you and your financial institution? When it comes to marketing, geographical lists are one of the most basic list types. However, they’re...
Posted by: October 06, 2021
Be more to your accountholders than their financial institution – be their educator on all things financial! Position yourself as an expert in the financial industry by offering unique financial tips, ideas and thoughts to your accountholders. Choosing to educate your accountholders on current events that impact finances (e.g. COVID-19) or general...