Quick Q&A on

How to Create
an Effective
Acquisition Program


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Financial institutions hold a significant amount of customer data, but this information doesn’t always translate to an effective customer acquisition strategy.

At a time when marketing budgets are under pressure, banks and credit unions must consolidate a wealth of data so they can relate it to a consumer or household. By efficiently combining and analyzing the data, financial services organizations can be better positioned to attract customers and build profitable relationships.

In this Q&A with Bill Jordan from Vericast, you’ll learn:

  • Why new customer acquisition is important in 2023
  • The key to efficiently acquiring new customers
  • How financial institutions can counter the efforts of fintechs
  • How marketing to Gen Z can require a completely different strategy, and what financial organizations need to consider
  • How a rising interest rate environment can impact customer acquisition strategies

Bill Jordan
Client Strategist, Financial Services
Vericast



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