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Just Released: The Power of Primacy in Banking

Generate More Accounts, Stem Attrition

Get the latest insights from a global research study of more than 250 financial services organizations and industry solution providers that identified the strategies needed to generate more engaged, multi-service, primary financial relationships.

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Power of Primacy in Banking

Primacy, the concept of a customer relying on one institution as their primary financial hub, is a powerful indicator of trust, loyalty, and a willingness to expand share of wallet … but is more elusive than ever to achieve. When a bank becomes a customer's financial GPS system, it opens doors to endorsements, referrals, and a lasting relationship that can span several years. However, each customer defines primacy differently and requires unique capabilities from their financial institution to consider granting this level of trust and business.

By combining digital convenience with human guidance, banks can sustain relevance as customer preferences evolve and earn primacy amid fierce competition for the ultimate customer experience. This white paper, sponsored by Pinwheel, provides an important starting point for creating the level of primacy required to build meaningful relationships in the future.


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