#customer-acquisition

#customer-acquisition

As competition for SMB loyalty intensifies, financial institutions are rethinking where the first touchpoint begins. Increasingly, that entry point isn't a checking account or a loan - it's a card. Truist's recent launch of its Business Premium Visa Infinite card fits squarely into that evolution. The super-regional bank is using the card as a relationship anchor: a gateway into an ecosystem of payments, working capital, and treasury solutions built around how small businesses operate.

Marketers expect AI tools that enhance conversion rates or lower customer acquisition costs, rather than just theoretical insights. $64 to $72 billion is expected in 2025 capex, emphasizing the need for practical financial returns.

At MIQ, I wanted to give clients the opportunity to do things themselves. We had traders that were building decision trees manually and making optimizations, so I thought, how can we automate, save time?

Vanity metrics can inflate an ego but often mislead organizations about genuine progress towards their business goals.

Avoid the word "trial"—users are tired of it, and focusing on value instead can reposition the product as a reward rather than a risk.