Proactive Customer Engagement: 3 Predictive Strategies
Financial institutions tend to react to customer needs, and then work to serve those needs as best as possible. A request for a new loan results in a timely response and a competitively low rate. If a customer overdrafts, a bank may transition money into their account to notify them of the overdraft after it […]
Segmentation’s Value for FinTech: 4 Key Benefits
Most financial institutions focus on their customers in a large brushstroke, considering the ways their offerings interact with their customers. In particular, financial institutions get more granular regarding customers journeys — working to understand various customer paths leading to different products and services, and the touchpoints along the way. Getting a granular perspective on the […]
4 Strategies to Make Universal Bankers Effective
Most financial institutions have heard of and considered adding universal bankers to their staff. These jack-of-all-trades representatives fill the roles of both a teller and a personal banker, serving as a diversified representative who can handle a wide variety of requests and tasks in a variety of settings. The benefit of the universal banker is […]
