Playbooks

​Check out our best-practice guides for banks and CUs on maximizing email marketing effectiveness, mastering M&A communications, reaping the rewards of text messaging, boosting checking activation rates, and more.

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GUIDE FOR BANKS & CUs

Mastering the Art & Science of M&A Communications

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GUIDE FOR BANKS & CUs

Marketing copy that drives banking services adoption

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Three email creatives in an envelope

GUIDE FOR BANKS & CUs

How to maximize email marketing effectiveness

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Woman standing next to mobile phone receiving a text message

GUIDE FOR BANKS & CUs

Text messaging: Manage the risks & reap the rewards

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Guy and dog standing next to a phone transferring money

PLAYBOOK FOR BANKS & CUs

How banks & CUs can raise more deposits in 2023

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Guy with cartoon mobile banking icons above his head

PLAYBOOK FOR BANKS & CUs

How to Maximize Checking Account Activation Rates

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PLAYBOOK: NAVIGATING 4 PHASES OF THE JOURNEY

Turning account holders into engaged relationships

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