Infographic
Published January 13, 2025
Credit Education Customer Management
View our infographic to discover how you can increase revenue and empower your customers to stay informed, avoid delinquencies, and improve their financial well-being.
Here’s a sneak peek of what you’ll find:
- Market trends: Gain insight into the current interest rate environment and its effects.
- Consumer expectations: Learn how to meet rising demands for proactive financial support.
- Financial wellness and identity protection: Discover how credit monitoring and alerts can reduce fraud and help consumers manage their credit more effectively.
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Tip Sheet
Protect Wallet Share and Lifetime Value
Your most valuable customers don’t announce their departure. By the time balances decline or activity slows, competitors have already captured share of wallet.
Download our strategic snapshot to learn how your institution can identify behavioral shifts early, respond confidently and accelerate high-value customers forward.
Did you know?
- Customers typically hold less than 50% of their deposits or loans with a single institution.
- Selling to an existing customer can be up to 10x more successful than acquiring a new one.
- A 5% increase in customer retention can boost profits by 25% to 95%.
White Paper
Elevating customer lifetime value: the power of connection
Explore how you can reframe engagement as a growth strategy and use CLV as a leading indicator of sustainable profitability.
Learn how to:
- Move beyond one-size-fits-all tools and experiences.
- Meet customer expectations for financial wellness and identity protection.
- Accelerate time-to-market with modern, embeddable solutions.
- Deliver a cohesive customer experience that drives growth.
Webinar
Beyond Acquisition: How Data-Driven Account Management Powers Long-Term Value
Winning new customers is challenging but retaining them and growing their value is even harder.
In this exclusive webinar, America First Credit Union’s Kymrie Turner sits down with Experian’s Mark Soffietti to explore how leading institutions can leverage differentiated data to drive long-term customer value.
You’ll learn about:
- Five key challenges financial institutions face in account management and customer retention
- Risk-focused actions to help protect your institution and your customers
- How America First Credit Union approaches portfolio segmentation, forecasting, and credit limit optimization to strengthen member relationships
White Paper
The New Unlock for Mortgage
Mortgage lenders face rising fallout, affordability strain, and shifting borrower expectations. This white paper explores how embedded financial wellness strengthens conversion, reduces risk, and builds long-term trust.
- Improve inquiry-to-close conversion
- Manage risk with real-time credit insights
- Address affordability pressures proactively
- Deepen engagement and drive sustainable growth