By Xav Harrigin Artificial Intelligence (AI), particularly its subset, Generative AI, has been a prominent subject of interest in 2023, as noted by McKinsey, Congress reports, and the World Economic Forum. Generative AI...
micronotes_admin
July 7, 2023
By Xav Harrigin – Micronotes The Dawn of AI and Automation in Financial Marketing In the digital epoch, marketing automation, especially within the data-rich financial services industry, has become a necessity...
Devon Kinkead
June 24, 2023
Introducing Ashley. A year ago, the 33-year-old college-educated professional was navigating the financial landscape with an annual income of $61,000. Like many in her demographic, she was balancing bills, rent, and...
micronotes_admin
June 9, 2023
In the previous two articles, we’ve discussed strategies for growing deposits from the existing customer/member base. It’s now time to look outside the financial institution for new deposits and beyond traditional...
Devon Kinkead
April 4, 2023
In the previous deposits-focused article, we discussed how to detect and immediately act on anomaly deposits to keep those deposits from exiting the financial institution’s balance sheet. In this article,...
micronotes_admin
March 7, 2023
By Devon Kinkead As Ron Shevlin of Cornerstone Advisors likes to say, checking accounts have become “paycheck motels” – that is, temporary places for people’s money to stay before it moves on to bigger and better places....
micronotes_admin
February 26, 2023
Nearly every financial institution has “deepening customer/member relationships” high on the customer relationship management priority list but, with most FIs hovering around two products per customer, not all...
micronotes_admin
August 27, 2021