Gut Check: How Strong Is Your Digital Presence?
If mobile-first banking was already underway, Covid-19 simply accelerated the trend. Moving into the future, this piece of your business is an absolute must to have rock solid. Consider the following to make sure your digital transformation is mature and prepared for the future. Establish Your Digital Leadership Any successful financial institution should have a […]
Fine-Tuning Your Universal Banker Staff
By now, your organization likely knows that having a staff of universal bankers offers your organization more flexibility in terms of staffing, creates more career fulfillment by providing opportunities, and most importantly, creates a better customer experience by enabling one continuous interaction to serve customer needs. With all of these benefits in mind, you should […]
The Dimensions of Your Digital Offerings
Digital offerings, whether mobile or online, are created with the intention to enhance the customer experience, bring customers closer with your brand, and develop a richer atmosphere for everyday consumers to address their financial lives. Sometimes, when thinking about the digital experience, it’s easy to get carried away with brainstorming new features, somehow convincing ourselves […]
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 […]
