FinTech: The Technology Driving Innovation
When finance professionals think about their skill sets and interests, there are likely to be certain trends that arise within this profession: A propensity for statistics, an acknowledgement of the highly personal interactions that go into personal finance, and a genuine interest in helping consumers build their wealth and make smart financial decisions. However, beyond […]
Consumers Want Financial Advice
According to a recent article from the Washington Post, despite the current unprecedented growth the economy has seen over the past 10 years, many Americans are still struggling. Small emergency funds, underfunded retirement savings and low wages despite a low unemployment rate mean individuals are still struggling to establish financially stable presents and futures for […]
Q3 Banking Tech Trends
With half of 2019 already gone, financial institution directors and executives should have their minds toward the future. We tend to think of technology as a means to an end — delivering a superior customer experience — but staying up tot speed on tech evolution helps decision makers identify future opportunities and understand where the […]
The Invisible Customer Experience
When we think of “customer experience,” the following scenario typically plays out in our minds: A customer is interacting with a store representative, receiving attention, information and diligent care. The customer leaves, excited about the incredible interaction they had and raving about how attentive the store representative was. However, in 2019, there are so many […]
In-Person, Digital and FI Satisfaction
The digital/in-person life of a financial institution’s customer is rapidly shifting. Interactions with branches have lessened, but still remain thoroughly important, serving as key moments for brand differentiation. Understanding this dynamic and the way customers think about brands based on this shifting landscape can help your organization deliver the highest possible service. Digital Only Struggles […]
The Physical Branch Lives and Evolves
Some bank employees and executives may feel concerned about the existence of physical branches in the future. Buzzwords such as FinTech and blockchain, along with an increasing number of digital and mobile transactions, may lead one to believe the branch is a thing of the past. However, physical bank and credit union branches are here […]
