James White

Article

Oct 4, 2024

From college bills and seasonal home repairs, to rate uncertainty and year-end planning, this is prime time for guidance.

Article

May 9, 2024

There are mostly interest rate-agnostic opportunities for banks to win customers for the long haul.

Article

Apr 5, 2024

Sit out the rate war and instead use personalized communications that put the focus on a depositor’s overall financial health.

Article

Jan 24, 2024

Experts recommend starting small and simple. Centralize customer data and build actionable customer profiles.

Article

Nov 16, 2023

Capitalizing on consumer life events amid market volatility.

Article

Sep 14, 2023

One place to start is by getting more value from core areas of the business, including tech spend, data troves and employee ranks.

Article

Jun 9, 2023

To realize the full potential of their acquisition efforts, banks need to an intense focus on customer engagement to build and sustain sticky relationships.

Article

Feb 23, 2023

Here’s how driving value for consumers will help financial institutions differentiate themselves from the competition in 2023.