by George Self | Uncategorized
I once managed Customer Research for a financial institution client. We were doing quarterly surveys of home loan customers. Four consecutive quarterly surveys told us that a person in the department was a stone-cold five-letter word. Fully one-third of the...
by George Self | Uncategorized
I find there are six key reasons your audience doesn’t respond to your questionnaires. In order of importance, here they are: You have never responded to issues raised in previous surveys Your questionnaire is too long. You are asking the wrong questions. Your survey...
by George Self | Uncategorized
Regulatory expectations keep escalating, which means the cost of compliance keeps escalating. Often those costs exceed the resources available. And soon, we’ll be faced with the implementation of ALMA: the Anti-Money Laundering Act of 2020. We’re not there to...
by George Self | Uncategorized
Want to get some insights into how you “risk focus” your BSA/OFAC Risk Assessment? Even better, would you like the pick the brain of an industry professional? Spend 10 minutes with our how-to video. Click the image to the right. Click the image above to...
by George Self | 21st Century Banking, Advertising, Marketing, Technology
A suggestion: the top of your list should be improving your core deposits of transaction accounts — both for consumers and small business. There will be a lot of movement in core transaction deposits this year. Unfortunately, most of that movement will be leaving the...
