Insights

Blog: Are your financial services customers loyal or just haven’t left yet?

Too many financial brands mistake inactivity for loyalty, while customers quietly slip away. Discover why engagement, not retention, is the real loyalty metric - and how you can drive real brand connection.

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Blog: Cash incentives – a quick win or a costly mistake?

Cash incentives attract customers - but do they stay? Discover why brands are ditching discounts for experience-led programs that build real loyalty and long-term value.

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Blog: Your brand is everything - is it working hard enough?

Strong brands don’t compete on price. If discounts define your strategy, you might be undermining the very thing that makes your brand valuable. We explore how to make your brand work harder.

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How to Make Your Card Top-of-Wallet and Stay There

A customer stands at the checkout, phone in hand. They open their digital wallet, flick through their cards and then – tap.
But it’s not your card they just used.

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Spending More, but Getting Less? Here’s Why Your Financial Services Marketing Strategy Isn’t Working

Customer Acquisition Costs in Financial Services are soaring – yet half of customers who churn don’t make it past the first 90 days after signing up.

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5 Ways to Fix Your Financial Services Marketing Strategy

Let’s be honest. When it comes to marketing, Financial Services has a problem. 60% of millennials are actively considering insurance, investments, and mortgages, yet most banks are still talking to Baby Boomers

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From Cradle to Grave: How Banks Can Win at Every Life Stage

Imagine this – a proud parent opens a bank account for their newborn.
They grow up, get their first Saturday job, and set up their own savings account. Then it’s time for university. So, they set up a student account, while having a part-time job on the side.

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Q&A: How Banks Can Drive Front-of-Wallet Loyalty

Customer loyalty in Financial Services isn’t what it used to be. Consumers aren’t just shopping around – they’re actively switching. In fact, 1 in 4 customers switch their primary card every year. As neobanks redefine expectations, traditional players are rethinking how to stay relevant and reduce churn.

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