Advisors to the financial services industry.

More information

Edward Van Eckert
(212) 419-2525
evaneckert@novantas.com

Back to Multimedia

Videos

Out of every 100 checking accounts opened, only 10 customers will be new to the bank, actively use the checking account, and expand the relationship to other, more profitable, products.

The Financial Column — Checking Customer Acquisition: New Banking Relationships or Just New Accounts

26th July 2010

Banks need to re-evaluate marketing campaigns and promotions. Broad campaigns to acquire customers will likely not drive the volume they have in the past, and certainly won’t drive the value.

Banks have a significant risk of losing their share of Shadow Retirement Money.

The Financial Column — Strengthening Customer Dialogue in the Shadow Retirement Market

17th July 2010

A “Shadow Retirement Market” of investors estimated to account for almost $9 trillion, based on recent Novantas and Informa research, saves 60% of funds outside of their formal retirement plans.

Sherief Meleis interview: Checking Renewal, the Cash Management Account

The Financial Column — Checking Renewal: The Cash Management Account

11th July 2010

The typical family has double the monthly payment transaction volume from a few decades ago, and scatters resources across multiple accounts. This creates an opportunity for banks to help households better manage their monthly finances.

Rick Spitler of Novantas provides insightts on frequently overdrafting customers.

The Financial Column — Exploding the Myths about Frequent Overdrafters

5th July 2010

Our studies show that one out of every nine checking customers frequently overdraws his or her account. This 11% slice of the customer base had previously generated roughly 80% of the checking industry’s overdraft fee revenue.

Sherief Meleis with Judith West about the importance about Integrity for bank sustainability.

Getting Your Money’s Worth — Retail Banking Sustainability

27th June 2010

Sherief Meleis talks with Judith West about advising clients on how to increase and retain revenue while at the same time emphasizing superior service and the importance of integrity.

Video: Matt Josefowicz, Director of the Insurance Practice at Novarica, talks about how the multi-channel distribution model in insurance is evolving.

Insurance Focus — Key Trends in Multi Channel Distribution

22nd December 2009

Matt Josefowicz, Director of the Insurance Practice at Novarica, talks about how the multi-channel distribution model in insurance is evolving.

Video: Jim Bramlett of Novantas discusses how the new economics will transform credit card reward programs.

The Financial Column — The Future of Credit Card Reward Programs

16th August 2009

Jim Bramlett, a Managing Director of Novantas LLC, said today on “The CEO Show,” “People have come to expect that their patronage will be rewarded in some way. Plus, companies depend on these programs to provide data and insight and targeted communications to these customers that …

Back to Multimedia

Video Archive