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Competitive Compass
Anuj Shahani
64 episodes
5 days ago
A weekly update on new & interesting trends and observations in the Financial Services space.
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Marketing
Business
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All content for Competitive Compass is the property of Anuj Shahani and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A weekly update on new & interesting trends and observations in the Financial Services space.
Show more...
Marketing
Business
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Strength at the Edges
Competitive Compass
4 minutes 45 seconds
2 months ago
Strength at the Edges

Week at a Glance:   

  • Financial Profiles
  • Application Behavior Report
  • Upgrade's New Card Chief on Blending Discipline with Flexibility


Fulcrum Question: What offer at the edges earns the nextwave of applications. Or does a simplified middle offer win because the field is clear.

 

I was at the US Open this week, watching Djokovic vs Fritz. The match delivered. The other contest was American Express vs. Chase. The two blues owned the grounds. Youmet one of them at every turn. Each moment offered a small welcome. A place to sit. A nudge to spend with a perk that felt timely. Staff pointed to the benefits before you asked.

The lesson is simple. Share of mind becomes share of wallet when presence meets service in the flow of the day. I’m constantly asked how Amex has such a high in-person card acquisition rate.Their presence at these events is the easiest way to offset the lack of branches. Amex staff were diligently scanning “leads.”


This is a playbook. Treat an event as discovery, activation, and retention in one venue. Surprise at the moment of intent. Carry the same cadence into everyday channels with clear value and fast follow-through.

Competitive Compass
A weekly update on new & interesting trends and observations in the Financial Services space.