Data Visualization and Enhanced CX: 3 Examples

When banking professionals think about topics such as personal finance, there are a series of logical arguments that come to mind, which serve as common, no-nonsense, universally accurate advice. For example, the idea of investing for retirement early in order to reap the benefits of compound interest is inarguably touted as sound financial advice, yet […]

5 Key Customer Experience Questions

By turning a spotlight on your organization’s customer experience strategy, you can begin to ask yourself hard questions around the efficacy of your customer experience strategy and, in turn, identify opportunities for improvement. Consider the following questions when looking for ways to improve your customer experience. Is it Intuitive? Consider your organization’s mobile app. How […]

4 Ways to Shift Your Internal Customer Experience Culture

When a financial institution undergoes a major shift toward improving customer experience, there is often talk around new initiatives, improved technology and an effort to work more efficiently as an organization. All of these ideas are great, but it’s important to think of customer experience less as a short-term initiative, and more as a long-term […]