Complimentary Publications

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The research shows that customers and members who become advocates for their bank or credit union are the most desirable in terms of loyalty and profitability. On average, they hold 14% more products than antagonistic customers and the profitability of products held by advocates is 21% higher. In this paper you will learn:

  • What the research recommends to create advocates and to implement a relationship building culture that deepens relationships and trust with customers or members
  • How to increase revenue and profitability by creating advocates and relationship building

A recent Gallup survey of 11,809 adults clearly demonstrated that consumers want banks to improve their financial well-being, not just sell them products. What they are looking for is a trusted financial partner – not a sales person. Is your staff diagnosing for financial wellness or just selling isolated products?

To truly differentiate and position your bank as a financial partner, you must demonstrate you are passionate about your customers’ financial well-being. This blog post you will learn how you can seize financial wellness as a huge growth opportunity.

The Consumer Financial Protection Bureau developed and tested a set of questions (a “scale”) to measure financial well-being. This guide describes the research behind the CFPB Financial Well-Being Scale and provides detailed steps for using it, including how to score individuals’ responses and compare their scores.