Investing in the Customer Lifecycle

How Leading Financial Services Build Profitable Relationships

Customer attrition is a familiar, long-standing challenge for financial institutions, and there is clearly room for improvement here; according to an Accenture survey, up to 30% of a typical bank’s customer base is vulnerable to offerings from competitors.

Amid these challenges, however, there is opportunity, as banks, brokerages, insurance companies, and other organizations leverage new online marketing methods to increase transparency of marketing ROI, reduce churn and build more profitable long-term relationships with customers.