Demands of a Universal Banker in 2021
The Universal Banker, a jack-of-all-trades financial services representative who is trained in a wide variety of tasks, has never been more relevant than now. Transformational technology, omni-channel experiences, complex financial situations, an evolving branch, and a highly competitive customer experience landscape all add to this relevance. When training your banking staff to be as knowledge-diversified […]
Covid-19 and Financial Recovery
2020 was a difficult year for business owners, employees and the entire financial world. Beyond the public health crisis ensuing from Covid-19, the economic engine of the world was hampered by restrictions limiting interpersonal interaction. Now, in 2021, your new and existing customers are dealing with the the effects of this economic lag, even as […]
Humanizing Banking Customer Experience
When the professional world, both in terms of financial services and beyond, thinks of customer experience, certain catch phrases come to mind: omni-channel experience, budgeting tools, and your mobile app’s interface. However, how often is your customer experience truly focused on human interaction? When most organizations map out their customer journeys, there are many non-human […]
