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Remedy Blog

What is a Primary Account Relationship and why should you care?

by Charlie Kelly

What is a Primary Account Relationship and why should you care?

If you are in charge of marketing or data analytics at your bank, you likely are familiar with the concept of the primary account relationship. For those of you that are new to the concept, it goes something like this: People can shop anywhere for their financial products. Most of us have relationships with more than one financial institution. You may have your checking account and your savings accounts at one bank, your auto loan with a credit union, and your mortgage somewhere else. Your student loan may be with an online-only lender.

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Top 5 Mistakes During Core Contract Negotiation

by Charlie Kelly

Top 5 Mistakes During Core Contract Negotiation

When it comes to financial institution technology (everything from teller lines to client-facing mobile applications) used by your bank or credit union, you might be tied to a core vendor for five, seven, maybe even ten years. For technology that usually comprises the 3rd largest expense, negotiations are crucial and simultaneously, quite infrequent.

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