3 Ways to Apply Value to Your Technology

The true value in your technology lies in its impact on customers’ lives. Investments without a clear customer experience goal might dilute the value you offer and put your efforts at risk. In 2023, aim to start with the end in mind. Craft your technology around the values you aspire to uphold as an organization, […]

5 Benefits of Strong Customer Experience

Strong customer experience is critical to the success of any business.  At times it can be difficult to make lasting improvements (and investments) in customer experience when trying to mange the day-to-day operations of your financial institution. The beginning of a new year is a great time to remind yourself of your responsibility to your […]

Banking in 2023: 4 Trends

.Banking Trends for 2023 appears to be a year full of economic uncertainty. After a bullish 14-year stretch of growth and economic expansion, disrupted only by-the financial ramifications of Covid-related closures and supply chain setbacks, the economy now looks to be slowing. Interest rates have risen dramatically in an effort to curb runaway inflation. Businesses […]

4 Approaches to Targeted, Relevant Content

Targeted, relevant content is now possible.  Financial services are now embracing tech customizations, focusing on personal recommendations based on customer data. Gone are the days of generic ads, replaced by engaging and relevant content. The approach of delivering tailored content isn’t limited to advertising but extends to security, problem-solving, and coaching. Here’s how to consider […]

Shift Your Organization’s Mindset: 5 Shifts

Shift your organization’s mindset to improve business. Your financial business success hinges on your leadership. As a leader, setting the right goals for your team is crucial. Day-to-day tasks like budgeting, staffing, and handling everyday issues can blur a leader’s future vision. By focusing your leaders on long-term investments, improving customer experience, and accepting change, […]

Innovate With Your Customer in Mind: 6 Tips

In 2022 and beyond, technology in the financial services space is changing faster than ever. Banks and credit unions are finding ways to make their online tools and customer data work harder than ever, unifying both sides of the equation to create something deeply useful and personalized with the goal of an enhanced customer experience. […]