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Turning the Ideal Prospect into the Ideal Customer
Everybody wants more customers. But what's the best way to achieve this goal? What approaches work best? What types of incentives get the greatest response?
PATRIOT Act Disclosure
Where can you find the specific wording for Patriot Act disclosures? Look no further. We'll provide you with the specific wording along with links to a sample notice that we've designed -- and that you can download.
Best of CIP Threads - Marketing
For CIP week, we've scoured the Bankers' Threads to find the gems that pertain to CIP, contain useful advice and information, and shed light on the issues involved with this complex legislation. We've compiled these forum messages into a .pdf digest file for you to download. (Many of the discussions could have been placed into more than one category, so be sure and check the other main content sections. We recommend you download all six!)
Share a little CIP humor, or commiserate about your CIP frustration, by sending a quick ecard from the Office Humor section of the BOL ecard Exchange.
This 326 page will tell you about products and vendors who can assist you in implementing an effective Customer Identification Program under Section 326 of the USA PATRIOT Act.
What if you could find one location that would provide tools to help you with writing, checking, and implementing your CIP, identifying your customers, and satisfying the CIP notice requirements? You guessed it! We've done the work and organized the information for you. It's only a click away.
CIP Tools
- Officer Call Programs
I am looking for a good officer call program. Any suggestions?
- Advertising on a Customer Web Site
Would it be advisable for a bank to advertise on a customer's web site? The bank would be the only lender listed and no fees would be paid to the customer for the listing.
Customer Response Initiative
How long is the line at your drive-through? How many minutes are your customers spending on hold? Steve Dorris outlines a five-step framework for a successful customer response initiative to boost your customer satisfaction and retention.
Information Security Involves Customer Service, Too
Here's an interesting example about how a computer scam can affect your marketing efforts. There are two things you can do. First, your marketing and public relation areas can be ready with a plan when scams similar to these occur. And second, you can have a customer-friendly interaction with affected individuals that will leave them with a good impression of your institution.
"Hire Right": Three Steps for Successful Interviewing
Successful marketing requires talented people working together toward a goal. When you hire, are you getting the job skills you need? It's critical to spend the time preparing to hire the right person so that your marketing efforts will be successful.
Seniors Increasingly Using Online Banking
You think the younger generation has taken to the Internet? Of course, but would it surprise you to learn that there's a significant increase in online banking by seniors?
"No-Frills" Account
How about offering a low-cost cash account with ATM access but no checks? It's already working and might open up new business opportunities.
"Lobbying" For New Business
You want to bring in more business. That means educating your sales people. Here are a couple of interesting techniques you might use for training.
First published on BankersOnline.com 9/08/03
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