Tag: financial institution marketing

illustration of a hand holding a smartphone. There's a heart on the screen. The image has an orange background with celebratory images, like champagne, gifts and party banners.

How FIs Celebrate Customer Milestones and Build Loyalty

Recognizing milestone events—like member birthdays or anniversaries—not only promotes loyalty but also shows appreciation. As Competiscan’s Senior Director of Insights Jessica Duncan explains, customer appreciation has always been a best practice, but it picked up even more momentum this year.

The Metaverse Will Transform the Financial Services Customer Experience

To avoid missing out – and to capture attention and get ahead on learning from the environment – some FIs are already experimenting. We explain exactly what these pioneering brands are doing in the space and share some early intel on the kinds of opportunities that exist for financial services brands in the metaverse.

Chase branch opening strategy

Chase Bank’s Gambit: Branch Openings in 2020 and Beyond

As part of a review of how Chase's new branches fit into the overall state of U.S. branch openings, we offer a tour of one of the brand's first enhanced branches, with modern design, collaborative spaces and access to "Chase Chats" on financial health.

latest checking account trends

Keeping Up: Recent Developments in Checking Accounts

Checking accounts still sit at the core of the banking relationship, and so FIs continue to compete on benefits, features, digital options, level of servicing and more, resulting in brand new iterations of a traditional product.