Increasing Relational Intensity at Account Opening
The following is the first in a series of three blogs addressing the importance of managing attrition in community financial institutions. Attrition is a high priority in community FIs these days as the battle for deposits heats up. Since 2010, attrition at...
A Few Highlights from Symposium 2024
Symposium 2024: Stake Your Claim is officially in the books, and what a time it was! In the face of less-than-ideal travel circumstances, you all made it to San Antonio for a handful of Spring days jam-packed with ideas, connections, and pure unadulterated fun. Here...
Unlocking Growth: A Practical Guide to Leveraging Your Bank’s Data
By Achim Griesel and Dr. Sean Payant In the digital age, financial institutions find themselves sitting on a goldmine of data—a treasure trove with the potential to revolutionize the way they operate. From understanding consumer spending habits to predicting...
Jessica Carlson: The Woman, the Myth, the Legend
Think fast: Name the second-newest member of Haberfeld’s Executive Team. If you answered Jessica Carlson, CFO, you are correct! (Newest is CEO Ben O’Neill.) What else do you know about this stellar addition (as of 2021) to the Haberfeld leadership team? We took a few...
5 Reasons to Come to Haberfeld Symposium
I know what you’re doing May 13–16. *reader flips through calendar, checks phone* “How does Haberfeld know what I’m doing in May?” Because you’re going to be in San Antonio for Haberfeld’s Annual Symposium! Stake your claim at the gosh-darn rootin’-est, tootin’-est...
Why Print Still Matters (a Lot) in Community Banking
Print is dead. Long live digital! (I mean… right?) Wrong. Regardless of what you’ve heard or how many times you’ve heard it, print marketing still holds a lot of sway in the 21st century. In his evergreen article, “9 Priceless Tips for Financial Marketers,” digital...
FIs Love Their Communities
February is here and love is in the air… …love for our communities, that is! There is no question community financial institutions love the towns and cities they serve. Institutions like yours have been there for many decades and plan to be around for many more. We...
Staying Top of Mind for the Right People
Changes are on the horizon. But 2024 means more than a presidential election and the Summer Olympics in Paris. Take the retail banking industry, for example. Did you know that 8 to 12% of U.S. adults in a given market will switch their financial institution over the...
Utilizing Banking Technology to Build Core Relationships
Does better access equal more usage? While banking technology can strengthen core relationships, utilization isn’t where it needs to be.
3 Myths Keeping Your Institution from Becoming a Sales Culture
By Jenifer Snook
Community banks and credit unions are facing tougher competition every day. Pair that with many…
How to Use Omnichannel Marketing
Attention is a priceless commodity in today’s connected world. As such, companies have adapted their marketing to new platforms and ways of communicating, rapidly changing the way they interact with prospects and customers. Financial institutions (FIs) are no...