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U.S. Banker
February 2010
Louis Hernandez |
Six Ways to Attract and Retain Small Businesses Many healthy small businesses have had their credit lines cut even though there is no real change in risk for that business. At the same time, however, banks do not need to focus solely on credit.   |
CRM
September 8, 2015
Dan Moultrie |
Financial Institutions Should Bank on Knowing Their Customers Finding out what customers want, and how they prefer to interact, is to key to profitability. |
BusinessWeek
December 20, 2004
Justin Hibbard |
Banks Go Beyond Toasters Banks have gone gaga for the cross-selling approach, and to many people that's welcome news. Signing up for a package of services can give you convenience and discounts. |
The Motley Fool
January 19, 2007
Dan Caplinger |
Banks Need Your Fees The best way to avoid fees is to make sure you understand what fees your bank charges for certain transactions or activities before you need them. |
Wall Street & Technology
October 22, 2007
Melanie Rodier |
Mass Affluent Use Online Banks With an increasing number of high net-worth consumers now using Internet-based financial institutions, traditional banks must rise to the challenge or face losing out. |
Bank Technology News
February 1, 2008
John Adams |
Relationship Pricing: Customize Fees And People Feel Special Bank fees have long been a one-size-fits all jacket, but some institutions now offer a custom-tailored experience to differentiate themselves and grab wallet share. |
Bank Technology News
October 2006
John Adams |
Business Banking: Online Courier Aids In Deposits The Southwest's largest privately held bank, 1st National Bank of Arizona, is Web-enabling business deposits. Free hardware, it hopes, will provide a greater boost. |
IndustryWeek
August 18, 2010
Wilbur Reid |
Consider This -- Why Companies Need a Chief Pricing Officer In the new order, the rise of strategic pricing roles such as a chief pricing officer and supporting pricing team will help companies achieve strong financial performance. |
U.S. Banker
March 2008
John Adams |
Customize Fees and Make Customers Feel Special Bank fees have long been a one-size-fits all jacket, but some institutions now offer a custom-tailored experience to differentiate themselves and grab wallet share. |
The Motley Fool
November 3, 2011
Morgan Housel |
How Successful Will Bank Transfer Day Be? Consumers might switch to credit unions where they get better service and lower fees, and for-profit banks might stem some of the rampant deposit growth and unprofitable customers that have been crimping profits. If only more protests could work this well. |
U.S. Banker
September 2001
Louis Hernandez Jr. |
The Boom Beneath the Bust: Internet Strategies to Win Banks need to know how to maneuver within cyberspace... |
The Motley Fool
September 18, 2007
Dayana Yochim |
Stop Robbing Your Own Bank Account Surcharges, maintenance fees, courtesy services, setup costs -- what banks charge consumers these days gives new meaning to the phrase "bank heist." Here's how you can save on bank fees. |
Wall Street & Technology
April 14, 2008
Cory Levine |
Gartner Offers Financial Institutions Tips to Broaden Client Relationships By helping customers better manage their finances with access to external data, financial institutions can broaden their customer relationships and meet some of their own short-term cost and revenue challenges. |
The Motley Fool
August 10, 2006
Dan Caplinger |
How the Fed Affects You Federal Reserve decisions about interest rates trickle down to everyone. |
Bank Systems & Technology
May 6, 2004 |
One Question For Greg Fusilli, The Bank of New York How is The Bank of New York using technology to improve its relationships with retail banking customers? |
D-Lib
May 2003
Tanner & Deegan |
Exploring Charging Models for Digital Cultural Heritage in Europe The authors explore and report upon the pricing practice and policy for the transition to digital for a wide range of cultural and heritage organisations. |
Bank Technology News
February 2009
Anthony Malakian |
Price Your Weapon Wisely More banks are utilizing statistical models and tools to arrive at the optimal price they can offer customers and still maintain cost of funds. |
Information Today
January 14, 2002
Barbara Quint |
More Ups and Downs Announced in Dialog Pricing In a late December letter to subscribers, Dialog announced another round of adjustments in its pricing structure... |
CRM
May 1, 2008
Christopher Musico |
Tech Solution: Price Optimization Tools Use technology to help you price products and services to stay competitive while still ensuring profitability. |
Financial Planning
October 1, 2010
J. Scott Slater |
On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services. |
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
July 12, 2010
Penny Crosman |
Mobile Banking Usage Nearly Doubled in Past Year, IDC Says The good news: consumers and banks have made great progress in mobile banking adoption. The bad news: it's hard for banks to make money via mobile. |
Investment Advisor
September 2009
Mark Tibergien |
Formulas for Success: In The Absence of Value Does your pricing strategy reflect your worth? |
Information Today
October 22, 2001
Barbara Quint |
Changes at Dialog Dialog starts rollout of new connect-time pricing, completes simplification of sales contracts... |
Financial Advisor
November 2007
Tracey Longo |
Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm. |
CRM
November 2014
Maria Minsker |
Dynamic Pricing Gains Ground But it must factor in how much customers are willing to pay. |
IndustryWeek
April 1, 2008
Nick Zubko |
Price Check on Manufacturing A benchmarking survey polled more than 500 pricing professionals in manufacturing, distribution and industrial services to shed light on their methods, perceptions and trends in pricing practices and capabilities. |
U.S. Banker
January 2009
Anthony Malakian |
As Deposit War Heats Up Smart Pricing Is Vital Banks are falling in love all over again with consumer deposits, creating an exceptionally competitive environment for deposits at the same time that consumers are more predisposed than ever to switch banks. |
Knowledge@Wharton
March 26, 2003 |
The Hidden Dangers -- and Payoffs -- of "Targeted Pricing" Should your firm target your competitors' customers with lower prices than the competition charges them? When might it make sense, instead, to offer discounts to your own customers? Under what conditions might this sort of approach -- known as "targeted pricing" -- backfire? |
Searcher
May 2003
Matthew McBride |
The Information Pricing Mousetrap The high cost of searching is the primary inhibition to developing more effective search habits for most users. |
Finance & Development
March 1, 2002
Roumeen Islam |
Institutions to Support Markets To spur growth and reduce poverty, poor countries will need efficient formal and informal institutions that support market activity. A major World Bank study offers insights into how such institutions may be developed... |
CIO
January 26, 2012
Kim S. Nash |
Pricing Done Right Setting prices is a strategic decision that needs C-level attention. Your profits depend on it. |
Bank Systems & Technology
August 1, 2007
Nancy Feig |
Banking Customers More and More Mistrustful of Financial Institutions It's not just security breaches that are causing consumers to lose faith in their financial institutions. Consumers in general are more demanding, and this attitude spills over into the relationships they have with their banks. |
On Wall Street
November 1, 2011
Michelle Lodge |
Five Questions With Patrick Kennedy So-called sympathy pricing, or discounting, of transactional trades runs rampant in the full-service brokerage industry, says Patrick Kennedy, co-founder and VP, product and technology, for the intelligence-solutions firm PriceMetrix. |
Global Services
July 11, 2008
Lisa Ross |
Trends in Pricing of FAO Contracts Finance and accounting outsourcing contract pricing is less standard and more case-by-case. Thus pricing is the most debatable part of such contract discussions. |
The Motley Fool
February 3, 2007
Elizabeth Brokamp |
You're Slowly Losing Money Here's a list of just some of the charges that could be dribbling money away from your important financial goals and down the drain. |
Information Today
June 26, 2001
Barbara Quint |
Dialog Announces Long-Awaited Price-Structure Changes After years of promised changes spanning two owners, Dialog has announced major price restructuring... |
Knowledge@Wharton
June 4, 2003 |
Choosing the Wrong Pricing Strategy Can Be a Costly Mistake Two professors in Wharton's marketing department say devising appropriate pricing strategies is more critical than ever in a world of hyper-competition. Pricing strategies also take on added importance at a time when central bankers and economists are concerned about deflation. |
Reason
April 2004
Julian Sanchez |
Doubt, Despair, and Charity Even as public confidence in government institutions has skyrocketed in the wake of the 9/11 attacks, faith in charitable organizations has dropped precipitously, according to a recent Brookings Institution study. |
The Motley Fool
October 24, 2005
Mike Cianciolo |
No Money Train at Office Depot The company's growth is hindered by charges and an international slowdown. There's no justification for buying into Office Depot at its current price, despite its potential for long-term growth. |
PHONE+
July 28, 2009
Cara Sievers |
Surprise Surcharges When comparing rates during the quoting process or working with a customer to decipher line items on bills, agents often come up against hidden charges and are forced to provide an explanation for the fees. |
Financial Planning
July 1, 2008
Scott Schutte |
Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution? |
Financial Advisor
July 2011
Mitch Anthony |
The Evolving Client Profile Client profiles to go beyond numbers and include a deeper knowledge of clients' personal stories. |
OCC Bulletin
February 20, 2001 |
Bank Secrecy Act/Anti-Money-Laundering The attached guidance was issued to help U.S. financial institutions avoid transactions that may involve the proceeds of foreign official corruption. |
CRM
October 1, 2005
Ken Landoline |
Contact Centers' Next Development It's hard to ignore the value of risk-averse pricing that IP-hosted call center solutions can bring to enterprises. |
OCC Bulletin
May 19, 2004 |
Complex Structured Finance Transaction Notice of joint statement with request for public comment on the attached interagency statement concerning the complex structured finance activities of financial institutions. |
IndustryWeek
April 1, 2008
Nick Zubko |
From Parts Unknown How to identify what might be missing from your parts pricing strategy. |
CFO
December 1, 2009
Vincent Ryan |
Price Fixing With economic recovery on the horizon, it's time to revisit the wisdom of rock-bottom prices. |
InternetNews
October 7, 2004
Clint Boulton |
CA Opens Utility Pricing for Mainframes Computer Associates is now offering its mainframe management software as an on-demand computing model. |
Wall Street & Technology
February 27, 2005 |
Support Needed Financial institutions that want to boost their retail investment businesses need to provide better support to their reps and advisers, according to a recent study by Financial Insights. |
