In previous editions of Stellar Insights, we chronicled the pitfalls and opportunities of customer attrition. One area that most institutions tend to ignore (that is both a contributor to attrition and a selling opportunity) is targeting current clients for mortgage...
In October of 2015, we began what has become a multi-year process of addressing issues related to growing deposit market share. When Craig Simmers, Founder of Stellar Strategic Group, asked me to share some of our experiences during the past two years, I knew this was...
For nearly two decades, we have fielded numerous questions about best practices on how to grow retail deposit market share, specifically in regards to establishing primary banking relationships. An interesting fact…the questions haven’t changed much over...
