December 7, 2017 by Tim Keith

By understanding the importance of frequency, cadence and targeting, financial institutions can successfully managing both customer relationships and product portfolios at the same time.


Retail banking is inherently relational. Bank customers have a variety of financial needs which change and evolve over time, in terms of both the scope of needs a customer may have and the relative importance that customer puts on each individual need. Of course, banks offer different product lines designed to meet these various needs.

This dynamic results in…Click here to read the full article.


Tim Keith is a former banker who in 2007 co-founded Infusion, a provider of data-driven direct marketing campaigns that generate strategic growth for community and regional financial institutions. He works directly with financial institutions to implement data analysis services, support marketing efforts, write and present comprehensive customer analysis, evaluate campaign results, and design strategic growth programs.


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