Author Archive

Harland Clarke and Zions Bank Awarded for Onboarding Program

December 16, 2011

Harland Clarke was honored by the National Center for Database Marketing (NCDM) last week with the Gold Award in the marketing strategies category! The award was presented for Harland Clarke’s work with Zions Bank in developing the Rapid Deployment Intelligent Onboarding Program to increase customer engagement and retention. The NCDM Database Excellence Awards honor organizations […]

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Building Online Communities: Leveraging Social Media to Grow Customer Relationships

November 30, 2011

For those who missed this year’s BAI Retail Delivery Conference, you can view my presentation below. And be sure to visit my SlideShare profile for more presentations from 2011. Leveraging Social Media to Grow Customer Relationships View more presentations from Matt Wilcox

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Satisfaction Grows Among Banking Customers

November 29, 2011

Financial institutions and their customers took a hit during the recession and many are still struggling to overcome economic hardship. However, the results of a new study show that despite harsh financial times, the relationship between banks and their customers remains strong. The annual Customer Satisfaction with Retail Banks survey, conducted by J.D. Power and […]

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Are You Friends with Your Financial Advisor?

October 3, 2011

Would you want your financial advisor to friend you on Facebook? People may think of that as a connection better reserved for LinkedIn–where most social media users maintain their professional relationships—and I used to agree. However, I came across on article on WSJ.com that may have changed my opinion… Many professionals, including myself, use social […]

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Wachovia’s Rebranding

September 26, 2011

It has been three years and Wells Fargo is finally rebranding Wachovia, whom they purchased for $15.1 billion dollars at the beginning of the financial crisis. Their methods range from changing signage on Wachovia branches to rolling the Wells Fargo stagecoach down Pennsylvania Ave in D.C. In addition, customers (especially those in the D.C. area […]

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