Bank Marketing: Best Practices for Automation Through Your Mortgage CRM
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Bank Marketing: Best Practices for Automation Through Your Mortgage CRM

ByHalo Programs

Financial, mortgage, and bank marketing are increasingly challenging in today’s demanding environment. The mortgage lending market, once the sole purview of banks, is rapidly being taken over by nonbank lenders and other nontraditional players. During 2016, the share of first-lien, owner-occupied purchase mortgages made by nonbank mortgage companies rose from 50% to 53%, according to…

3 Bank Marketing Strategies for 2018

3 Bank Marketing Strategies for 2018

ByHalo Programs

Internal struggles and external threats to the industry itself will continue to be the two biggest challenges banks face heading into 2018. In its recently released report, “Predictions 2018: Financial Services Companies Get Serious About Digital Transformation,” Forrester projects that, as regulators continue to promote competition, most banks will spend the coming year working on new and…

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