Marketing and Developing Financial Products & Services for Women

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Data Analytics:

Using the Past to Forecast the Future

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Gen Y Consumers:

Lifetime Relationships or Lost Generation?

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Building Loan Portfolios via Social Media:

Increase Your Return On Relationships

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Understanding Private Student Loans:

A Primer

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Loan Participations:

The Benefits of Joining a Network

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Residential Energy-Efficiency Loans:

Partners are Critical to Successful Programs

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The New Lending Landscape:

Key Trends Shaping Lending Today

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The New SaaS Era:

Grow Your Loan Portfolio via the Cloud

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Consolidating Student Loans:

Taming the High Cost of Higher Education

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White Paper Library

Marketing and Developing Financial Products & Services for Women

August, 2014

The case for women being a target market for financial institutions is overwhelming.This presents a great opportunity for financial institutions. The bank or credit union that can step up and earn the business of this lucrative market will reap many rewards.

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Data Analytics: Using the Past to Forecast the Future

July, 2014

This paper addresses some of the key areas for financial institutions to think about as they evaluate whether data analytics is good for their business and next steps for integrating it at their organization.

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Gen Y Consumers: Lifetime Relationships or Lost Generation?

June, 2014

Gen Y is the largest generation in US history. Is your institution successfully serving these consumers? Are you actively courting them for lifetime relationships, or will they be a lost generation?

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Building Loan Portfolios via Social Media: Increase Your Return On Relationships

May, 2014

Learn just how important social media has become in the world of communicating and building relationships with consumers, and how lenders can use it to build portfolios at the same time.

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Understanding Private Student Loans: A Primer

April, 2014

Dive deep into the private student loan asset class to find out why your institution should be offering this product to your Gen-Y clientele.

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Loan Participations: The Benefits of Joining a Network

March, 2014

The Swiss army knife of investments, loan participations provide a variety of tools to hone asset-liability management and diversify holdings.

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Residential Energy-Efficiency Loans: Partners are Critical to Successful Programs

February, 2104

Green loans can provide a net ROA of at least 3-4% while attracting reliable, home-owning ones with high incomes and credit scores.

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The New Lending Landscape: Key Trends Shaping Lending Today

December, 2013

Lenders willing to serve Gen-Y consumers face regulatory and economic challenges, but risk missing out if they don’t offer them loans.

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The New SaaS Era: Grow Your Loan Portfolio via the Cloud

November, 2013

Institutions are taking notice of the growing benefits of the service bureau model, while maintaining or increasing their level of security.

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Consolidating Student Loans: Taming the High Cost of Higher Education

October, 2013

Learn why consolidation loans rank among many portfolios’ top performers and have come to provide a vital consumer service.

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