Growing Revenue by Aligning Customers With the Right Service Level Case Study

Customer service is a critical part of lifecycle management for financial services firms. The experiences that a customer has with a bank may have a significant impact on his or her long-term satisfaction, which can affect the ability of the firm to retain the household and maximize lifetime value.

Read this case study to learn how a leading bank used WealthComplete to identify the growth potential of their existing customers and then used that knowledge to determine appropriate onboarding and customer service strategies, thereby driving $700 million in new revenue. 

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Bank Uses MarketMix to Assess Branch Performance
Bank Uses MarketMix to Assess Branch Performance

Learn how a leading bank used MarketMix to compare branches by market size, share and growth data, includin...

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Consumer Insights for Retail Loyalty Case Study
Consumer Insights for Retail Loyalty Case Study

Consumer insights for retail loyalty and data-driven marketing.