Description

This episode focuses on a no capital expenditure turn-key initiative to generate non-interest-income by protecting client assets. We dig into the working arrangement between two companies that has generated impressive results in a short period of time.

Discussion points include:

• Data-driven customer segmentation
• Multi-channel engagement (including direct mail, email, and social media)
• Robust internal communication to foster customer trust and retention.
• Add-on lead generation.

Our guests are Jim Stuncard from Dollar Bank, and Dan Bonano from Franklin Madison.