This episode focuses on a no capital expenditure turn-key initiative to generate non-interest-income by protecting client assets. We dig into the working arrangement between two companies that has generated impressive results in a short period of time.Discussion points include:Data-driven customer segmentationMulti-channel engagement (including direct mail, email, and social media)Robust internal communication to foster customer trust and retention.Add-on lead generation.Our guests are Jim Stuncard from Dollar Bank, and Dan Bonano from Franklin Madison.

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