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Bank Systems & Technology August 2, 2005 Deena M. Amato-McCoy	The Tailored Sell Tired of losing customers to competitors, many banks are restructuring corporate cultures and making customer-centric, cross-selling marketing strategies an enterprisewide priority.
U.S. Banker August 2006 Lee Conrad	Banks Refocus Staff and Mutual Funds Sales Surge Banks are making a fundamental change in the way they sell mutual funds by streamlining the process and unleashing a bigger, less expensive, sales force.
Financial Advisor October 2012	Bank Broker-Dealers Change Pay Structure How most financial advisors are paid at banks and credit unions has evolved from being based on recent production to being based on at least six months to a year of rolling averages, according to a recent study by Kehrer Saltzman & Associates.
Bank Systems & Technology January 3, 2006 Maria Bruno-Britz	Opportunity Calling In their ongoing quest to increase revenue and retain customers, banks have redoubled their efforts to find and implement cutting-edge technologies and strategies to identify sales opportunities and improve service -- sometimes with mixed results.
Bank Systems & Technology August 3, 2005 Peggy Bresnick Kendler	Core Systems To Improve To improve customer service, product development, regulatory compliance and fraud prevention, banks must transform their core systems to enable more agile business processes.
Bank Systems & Technology March 27, 2008 Sherree DeCovny	Banks Struggle to Cross-Sell Online Recent studies reveal that many financial institutions still fail to fully leverage the online channel to sell and cross-sell products.
U.S. Banker December 2005	Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity.
Bank Technology News December 2007	Small Business: Taking Small Biz To The Web -- Again Two reports this year on small-business Website usability and effectiveness, found that while many banks are revamping their sites, most are still spinning their wheels.
Bank Systems & Technology May 1, 2006 Peggy Bresnick Kendler	Search Engine Optimization An interview with three industry experts on how, by utilizing search engine-based marketing, innovative banks can drive qualified traffic to their Web sites.
Bank Systems & Technology January 31, 2006 Maria Bruno-Britz	Prepping for Prime Time For technology, the world of banking can be likened to a major movie production in which scores of actors clamor for only a few coveted spots. There are, however, scattered among the extras, a few stars waiting for someone with a careful eye to recognize their potential.
U.S. Banker November 2007 Lee Conrad	In Pay Raises, Small Banks Outpace the Broader Industry According to America's Community Bankers' annual compensation survey, chief information officers/chief technology officers saw an 11.2 percent increase in their base salaries at community banks between 2006 and 2007.
Bank Systems & Technology August 24, 2006 Deena M. Amato-McCoy	The New Integration While expanding data volumes and regulatory changes are putting more and more pressure on banks' core processing systems, they can't diminish their original services.
Bank Systems & Technology May 24, 2007 Maria Bruno-Britz	Banks Using Security to Increase Customer Trust and Their Bottom Lines Banks realize that information security can increase client loyalty and lower costs.
U.S. Banker June 2007 Lee Conrad	Banks' Insurance Operations: Are Painful Lessons Paying Off? Banks clamored for years for the right to underwrite and sell insurance, but few have proven adept at it. There are signs of progress, however, as some banks embrace the brokerage side and gain revenue.
Bank Systems & Technology February 1, 2007 Duchesneau & Joyner	The Business of Risk Faced with product commoditization, increasing competition and decreasing customer loyalty, banks are being forced to seek new ways to boost revenue and increase customer retention.
Bank Systems & Technology January 31, 2006 Peggy Bresnick-Kendler	Demographic Trends How are retail banking customer demographics changing? What is the significance of these trends?
Bank Systems & Technology February 1, 2007 Anthony O'Donnell	Educated Opinions: 2007 Bank Technology Forecast Industry experts give their forecasts for bank technology in 2007.
The Motley Fool February 12, 2008 Dan Caplinger	Where You'll Find the Best Rates As customers have moved to the Internet for financial solutions, banks have paid attention.
U.S. Banker June 2007 Karen Krebsbach	Tapping, Keeping Top Talent Is Tough, But Worthwhile What does it take to find and keep the best banking professionals? The key, not surprisingly, is compensation. If banks can meet this challenge, the prize is all theirs.
Insurance & Technology September 16, 2005 Anthony O'Donnell	The Elusive Prize: Effective Cross-Selling Only a minority of insurers succeed in crossing lines of business to increase customer wallet share effectively.
Bank Technology News March 2007 Glen Fest	Business Banking: Small Banks Beefing Up Commercial Capabilities Four in five community institutions say they will increase tech spending on capabilities such as cash management and imaging to attract corporate banking customers.
Bank Systems & Technology January 31, 2006 Ivan Schneider	Size Matters To stave off a purchase by more-efficient and better-capitalized European banks, can U.S. banks manage an operational turnaround in time? For institutions that have been built through M&As, that's a questionable proposition.
U.S. Banker May 2007 Lee Conrad	How Best to Spur Usage Of Untapped Lines of Credit? Only 60 percent of homeowners with equity lines of credit have accessed them in the past year. To nudge the other 40 percent, banks might consider hybrid loans and better analysis of customer data.
The Motley Fool November 14, 2006 Dan Caplinger	Banker, Broker, or Both? Be careful to figure out which hat your bank's employee is wearing. The key to dealing with bank-based brokers is to know exactly what you're being offered at all times.
Bank Technology News April 2007 John Adams	Loyalty Programs: Rewarding The Bank And The Customer Wooing customers has gotten expensive, involving everything from iPods to cruises. A Tennessee bank is offsetting those costs by quickly establishing deep, profitable relationships.
Bank Systems & Technology December 23, 2007 Peggy Bresnick Kendler	Banks Eye Wealth Management Market As baby boomers transition into retirement, the market for wealth management services is more promising than ever.
The Motley Fool May 30, 2007 Dan Caplinger	Get Paid to Save and Invest Credit cards aren't the only way to get cash back. Banks and brokers want your money, and they're willing to pay you for it.
Bank Systems & Technology August 1, 2007 Maria Bruno-Britz	Lenders Focus on Customer Relationships Lenders are challenged to find ways to grow revenue in a more risk-averse climate. As always, technology is playing a key role in their efforts to adapt to the new market conditions.
Bank Systems & Technology January 14, 2004 Cynthia Ramsaran	Contact Centers or Cost Centers? IM, e-mail and cross-selling are among the ways banks are striving to improve service and profitability in their contact centers.
Bank Systems & Technology May 25, 2006 Deena M. Amato-McCoy	Data Takes on a Life of Its Own Information life-cycle management is a cost-effective, manageable way for banks to organize data from creation to deletion.
Bank Systems & Technology March 30, 2007 Peggy Bresnick Kendler	What It Takes to Serve the Small and Mid-Size Business Market Banks looking to build their presence in the small and mid-size business market should focus on providing online tools that can help these customers become more efficient in handling their cash management and payment needs.
U.S. Banker October 2007 Lee Conrad	How to Give the Love And Finesse the Cross-Selling The newest trend in small-business loyalty relationships may carry the rather bland moniker of "enterprise awards" or "enterprise loyalty," but the terms belie the importance of the one-two punch in perfectly grooming a group for cross-selling.
Bank Systems & Technology December 1, 2005 Deena M. Amato-McCoy	The Blended IT Team According to a recent study, North American banks are increasing their technology spending.
Bank Systems & Technology December 1, 2005 Phil Britt	High Tech, High Touch and High Net Worth As banks attempt to expand their private banking operations to attract high-net-worth customers, they're enhancing their support technologies to provide better customer service, improve profitability, and expand product and service offerings.
Bank Systems & Technology November 21, 2007 Jim Eckenrode	Taking Its Lumps and Moving On Despite the subprime meltdown banks will continue to invest in certain IT areas, including front-end customer management systems, new-account opening processes, mobile banking and payments, and, of course, compliance.
The Motley Fool August 15, 2006	Banking Alternatives Investors, don't think you're stuck with Federated First Financial. You might do better elsewhere.
Bank Systems & Technology April 7, 2006 Peggy Bresnick Kendler	Security Outlook A plethora of high-profile data breaches and concerns about identity theft have put the banking industry on high alert. To secure their information assets, banks must implement a cross-channel, multilayered approach that extends beyond technology.
CRM August 23, 2013 Hertz et al.	How Financial Institutions Can Benefit from Predictive Analytics Four ways to drive revenue and improve retention.
The Motley Fool August 31, 2005 Stephen D. Simpson	A Closer Look at Bank Stocks These investors must deal with unusual terms and funny-looking financial statements, but the rewards can be well worth it.
Bank Systems & Technology June 26, 2006 Deena M. Amato-McCoy	Closing the Door on Criminals Banks need a consistent approach to fraud assessment and prevention, otherwise they will never truly get ahead of the problem.
U.S. Banker March 2010 Charles Keenan	In Search Of Wallet Share All banks talk about cross-selling, but few excel at it. Maybe it is because they focus too much on pushing products and not enough on the intangibles -- education, service, trust -- that help build loyalty.
U.S. Banker March 2007 Seamus McMahon	Stemming Revenue Anemia Becoming an expert at revenue productivity will require tough cultural and systemic changes at most banks. The good news is that banks willing to bear down now will put some distance between themselves and the competition in 2007-and pull away in 2008.
Bank Technology News December 2005 Lee Conrad	Service-oriented Architecture: First Tennessee Makes A Service Play First Tennessee is among the banks that are using integration and simplification of various core systems to achieve improved relationships and customer service capabilities.
BusinessWeek April 3, 2006 Mara Der Hovanesian	Coffee, Tea, Or Mortgage? Banks are cozying up to customers while using high-tech tools to identify prospects.
Bank Systems & Technology December 1, 2006 Deena M. Amato-McCoy	The Handheld Bank Financial institutions are tapping the potential of wireless networks and mobile devices to serve their customers. As a result, these solutions are helping banks to deliver critical account information and strengthen customer relationships.
Insurance & Technology November 19, 2007 O'Donnell et al.	Financial Services Firms Increasing Spending, But Priorities Differ If the confidence of financial services firms was shaken by this year's subprime mortgage lending crisis, it certainly isn't reflected in their IT budgets for 2008, judging by a joint survey of insurance companies, banks and securities firms.
The Motley Fool September 22, 2006 Stephen D. Simpson	A Closer Look at Bank Stocks Learn the secrets of investing in this often-intimidating sector.
U.S. Banker May 2006 Conrad et al.	Power, Progress and Public Responsibility A look at the people, organizations and events of historical significance whose individual and collective influence helped banking evolve to what it is today.
Bank Systems & Technology January 1, 2007 Maria Bruno-Britz	Study: Banks Need New Ways to Gauge Customer Payment Preferences A recent study shows behavior models can help financial institutions understand clients better and can improve their competitive position in the payments business..
Wall Street & Technology March 19, 2007 Bressler & McDonnell	How CRM Helps Merge Firms' Crucial Relationship and Intelligence Assets A merger can be a shrewd business move if executed properly, with revenue growth as its primary objective. To achieve that objective, having the right infrastructure in place to aggregate, manage and share relationship intelligence is critical.