The strategy: A recent analysis by CUInsight underscored the importance of financial institutions (FIs) embracing “sales” as the central focus of any marketing strategy.
Focusing on sales prompts FIs to develop products that solve customers’ problems, and to actively market them to the right people to “close the deal.”
How to refocus: To adopt a more active, sales-based approach in bank marketing, FIs must ask three questions when designing each campaign: