The Financial Brand: Eight Ways to Get Your Clients to Choose *Your* Credit or Debit Card for All Their Holiday Shopping

Read on The Financial Brand.

During the 2014 winter holidays, consumers spent over $600 billion accounting for nearly 20% of most merchants’ retail sales for the year. Each person spent an average of $730 on food, gifts, decorations, and more, and for most of those purchases, they used a debit or credit card.

This holiday season, financial institutions are asking, “How do we make our clients choose our credit or debit card for all of those purchases?”

Here are eight ways to make your card rise to the top of your users’ wallets this year.

P.S. We hereby ask your forgiveness for talking about holiday shopping so soon!

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Posted on October 19, 2015 by Gregg - No Comments

Topics: Perks and Discounts, Loyalty, Mobile

How to Serve Clients *Right When They Need You*: A Step-by-Step Guide

Here's an infographic and worksheet for banks and credit unions to pinpoint the perfect moments to engage with clients in real time.

According to Google Think, a “micro-moment is a short window of opportunity when your clients want to know something, do something, buy something, etc., and they reach for their mobile device to get their questions answered as quickly as possible. That's when you come in.

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Posted on October 14, 2015 by Gregg - No Comments

Topics: Financial Institutions, Loyalty