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Jan Trifts

Strategic Advisor

Jan Trifts has worked with Raddon clients for over 12 years, developing strategies that strengthen their relationships with their customers and members. She has more than 30 years of experience in the financial services industry including marketing, marketing research, strategic planning, product development, training, customer support and account management. She was a client relations director at CashEdge, where she was responsible for the management of several leading banks. She also held a senior management position with Harland (Marketing Profiles Inc.), where she managed the customer support, account management, training and programming departments.

Raddon Report author posts

rr_brand_070302020
Thursday, July 30, 2020
Jan Trifts

Throughout the COVID-19 pandemic, financial institutions have been focused on helping their accountholders, communities and small businesses. But when the pandemic has subsided and financial institutions get back to normal operations, how community-based banks and credit unions have managed their response to COVID-19 will have a major impact on their overall brands, and recent efforts to support and sustain their communities will pay long-term dividends.

strategic_planning_2
Thursday, June 18, 2020
Jan Trifts

More than any year in generations, 2020 has brought a wave of uncertainty to the marketplace. But it has also spurred an innovative, thoughtful response from businesses across industries – especially financial services. As banks and credit unions take on the strategic planning process in this watershed year, they do so with a new vision toward customer and member service, branch management and even disaster recovery. 

 

tiffany.nunez
Thursday, June 11, 2020
Jan Trifts

As the foundation of the financial services industry, banks and credit unions must continue to manage day-to-day operations but also keep an eye toward the future, as the world feels its way through life during and after COVID-19. With the industry changing before our eyes, strategic planning in 2020 is even more critical to financial institutions.

Deposit Product Recommendations
Wednesday, May 6, 2020
Jan Trifts

By: Jan Trifts and Marcy Scanlin, Strategic Advisors

As the financial strain of shelter-in-place mandates wears on consumers, Raddon experts expect to see two divergent consumer deposit behaviors that financial institutions will need to address soon. First, some consumers will be looking for liquidity as they need immediate access to their money for living expenses. Second, some will be looking for longer-term options as a flight to safety as financial markets fluctuate.

Pandemic-Era Deposit Operations
Tuesday, April 21, 2020
Jan Trifts

By:  Jan Trifts and Marcy Scanlin, Strategic Advisors

As the COVID-19 pandemic unfolds, financial institutions are forced to shift priorities and protocols quickly as they protect the physical and financial health of their employees, customers and members.

Tuesday, January 8, 2019
Jan Trifts

One last time! Following the positive feedback from so many Raddon Report readers on my previous deposit-retention recommendations, I have created a final list of tactics and strategies. I trust you will find value in these ideas as well.

Wednesday, November 28, 2018
Jan Trifts

So many Raddon Report readers appreciated and shared my previous list of steps to retain deposits that I have created a new list of seven tactics and strategies. I hope you will find value in these ideas as well.

Thursday, October 11, 2018
Jan Trifts

A major topic of conversation at the September 2018 Performance Analytics workshops was the need for financial institutions to focus on deposit retention. Loan growth (9.9 percent) continues to outpace deposit growth (5.8 percent) as loan-to-deposit ratios increase. The average loan-to-deposit ratio is now in the mid-80s (a number of financial institutions exceed 100 percent).