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E.g., 2022-12-06
E.g., 2022-12-06
September 12, 2022
The financial industry is putting great value on understanding customers’ needs. Once those are clear, financial institutions (FIs) can market their services and products directly toward those needs. Understanding customers’ needs also helps FIs set a clear goal: not only to meet the needs of their customers, but to exceed them. However, needs are subjective and change rapidly. Often, by the...
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July 29, 2022
The 1950s in America was the era of the booming economy. The GDP was growing, inflation was declining, and unemployment was low. The average American family had twice as much real income to spend as the average family of the 1920s. To spend it wisely, many customers looked to their financial advisors and bankers for advice and guidance. These service providers built a relationship that went...
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