How to Win Loyalty with Millennials and Gen Z

Financial institutions (FI’s) may find it challenging to attract and retain millennial customers. This group views their relationships with FI’s much differently than earlier generations. The methods FI’s have traditionally relied upon may not be effective with this demographic age group, now the largest segment of the population, bypassing the baby boomers. Financial institutions that […]

5 Things Executives Should Know about their Customer Documents

The invoices, notices, statements, and other customer documents your organization sends out daily represent not only a substantial allocation of funds, but a key vehicle for communicating with your customers, and thus one of the most critical components of your business. These documents should not be overlooked as a simple operational formality.There are 5 facts […]

Missed Marketing Opportunities

Marketing communication insertions in digital & print by document outsourcing providers

We all know marketing communications are going digital. In the rush to embrace new technology, marketers have ignored other, more traditional means of reaching audiences. Transactional documents are one of those channels marketers often overlook. These are important touch points and not leveraging their potential is a missed opportunity. Thankfully, that’s changing. In recent years […]

Millennial Banking: What’s Important to Them?

Millennials are flexing their demographic muscle and reshaping customer service in just about every industry. Banking is no exception and today’s financial institutions are employing several strategies to retain the business of this sometime-elusive group. Millennials’ habits and preferences have been exhaustively detailed. They are difficult to engage, less trusting of traditional institutions, lacking in […]