Alerts have reached an evolutionary turning point that requires rethinking how to use them to proactively strike up daily “conversations” with customers. Although banks and credit unions rightfully employed financial alerts initially as a means to fight fraud, the time has come to expand their content with a “security + personal finance” approach that provides relevant, timely information and recommendations. This new approach can empower high-value consumers on a daily basis as they bank, shop, buy, borrow, save, and invest.

Join Mark Schwanhausser as he explores how financial institutions can tailor the menu of alerts to satisfy consumers, as well as implications for online banking, mobile banking, and bill payments.

Join us to …
 

  • Analyze current and future adoption of financial alerts through 2018
  • Develop strategies to enhance email and text alerts to reach the two-thirds of consumers who remain holdouts
  • Explore consumers ranked preferences of 20 alerts dealing with security, personal finance, or deals and rewards
  • Map out Javelin’s hierarchy for three categories of personal finance alerts