Strategic Matrix for Customer Acquisition and Retention

Financial institutions are faced with a strategic dilemma: how to manage the polarity of customer needs without alienating one group or the other.

Financial institutions are facing extreme polarity in the financial needs and wants of the baby boomers, on one side of the spectrum, and the millennials on the other. The shift in demographics and advances in technology are forcing financial institutions to make difficult strategic decisions on product and services moving forward.

Read more at BAI Banking Strategies

Strategic Matrix for Customer Acquisition and Retention

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