Looking Forward: AI, Branches, and the Customer Experience
The year is winding down, the Hallmark movies are being watched (or avoided—either way, we don't judge), and the fruitcake recipes are being dusted off once more. With the end of 2024 in sight, we are left wondering what changes are on the horizon for 2025 within the...
Top 5 Reasons Why Haberfeld Clients Are the Best!
The Halloween candy has long been consumed (even that pesky candy corn), but Mariah Carey’s “All I Want for Christmas Is You” isn’t playing on heavy rotation… yet. That can only mean one thing: Thanksgiving is fast approaching, and Haberfeld is counting its blessings...
The Data on Nick
One computer, 20 students It all started with a lone classroom computer and a copy of Oregon Trail on floppy disks. “Even at that age, I was fascinated by computers, software, and gaming. I was so bummed because the class before mine was the last one to learn typing...
Attrition, Part III: Retaining More Relationships
The following is the third and final blog in our three-part series addressing the importance of managing attrition for community financial institutions. There is no secret that attrition is a high priority for community FIs these days as the battle for deposits...
Attrition, Part II
The following is the second in a series of three blogs addressing the importance of managing attrition in community financial institutions. The battle for deposits continues to heat up for community FIs, and attrition remains a high priority. Since 2010,...
Attrition Part I: Increasing Relational Intensity at Account Opening
The following is the first in a series of three blogs addressing the importance of managing attrition in community financial institutions. Attrition is a high priority in community FIs these days as the battle for deposits heats up. Since 2010, attrition at...
A Few Highlights from Symposium 2024
Symposium 2024: Stake Your Claim is officially in the books, and what a time it was! In the face of less-than-ideal travel circumstances, you all made it to San Antonio for a handful of Spring days jam-packed with ideas, connections, and pure unadulterated fun. Here...
Unlocking Growth: A Practical Guide to Leveraging Your Bank’s Data
By Achim Griesel and Dr. Sean Payant In the digital age, financial institutions find themselves sitting on a goldmine of data—a treasure trove with the potential to revolutionize the way they operate. From understanding consumer spending habits to predicting...
Jessica Carlson: The Woman, the Myth, the Legend
Think fast: Name the second-newest member of Haberfeld’s Executive Team. If you answered Jessica Carlson, CFO, you are correct! (Newest is CEO Ben O’Neill.) What else do you know about this stellar addition (as of 2021) to the Haberfeld leadership team? We took a few...
5 Reasons to Come to Haberfeld Symposium
I know what you’re doing May 13–16. *reader flips through calendar, checks phone* “How does Haberfeld know what I’m doing in May?” Because you’re going to be in San Antonio for Haberfeld’s Annual Symposium! Stake your claim at the gosh-darn rootin’-est, tootin’-est...
Why Print Still Matters (a Lot) in Community Banking
Print is dead. Long live digital! (I mean… right?) Wrong. Regardless of what you’ve heard or how many times you’ve heard it, print marketing still holds a lot of sway in the 21st century. In his evergreen article, “9 Priceless Tips for Financial Marketers,” digital...