3 Elements of Building Relationships Through Personal Finance

Why account opening has become the most important part of the customer journey Now more than ever, customers expect a seamless and hassle-free experience when opening a new bank account. Account opening is often the very first interaction a customer has with a bank, and it sets the tone for their entire banking relationship. Frustrations, […]

Getting Ready for Digital Account Opening: A Roadmap As the financial landscape changes, it’s become clear that digital transformation is a necessity for financial institutions. Most large, traditional banks have mobile apps, where consumers expect to be able to complete financial transactions easily on their phones. More and more consumers are switching to online banks […]

4 Strategies to Remain Relevant to Customers How the most successful banks stay top-of-mind. Remaining relevant with your customers is not just a “nice-to-have” – it is a vital component of achieving customer satisfaction. Customer expectations continually evolve and competitors vie for their attention. Staying relevant is critical to the customer experience, ensuring consistent growth […]

In an increasingly digitized world, the ways in which financial institutions interact with their customers have evolved significantly. Mobile apps have emerged as powerful tools not only for convenience and transactions but also for communicating an institution’s values. Just as a physical branch can represent an institution’s brand through employee interactions and marketing materials, a […]

In today’s fiercely competitive landscape, the key to success for your financial institution extends beyond offering great products and services. Building trust stands as the cornerstone of cultivating enduring customer relationships. When thinking of your overall customer experience strategy, trust is a very central element for any organization, but especially financial institutions. Security, consistency, communication […]

In the landscape of modern finance, customer data is more valuable than ever, driving innovation and informing decision-making. Financial institutions, once reliant on traditional methods, are now leveraging cutting-edge technology to gain a deeper understanding of customer behaviors and preferences. FinTech has emerged as a game-changer. On top of offering unique tools to customers and […]

The banking landscape evolves continuously. In this dynamic environment, the versatile and advice-driven approach of universal bankers ensures superior support for customers. These financial professionals possess a broad skill set that covers diverse services. From offering insightful guidance on managing personal finances to providing seamless support for loan applications and investment advice, they stand out […]

Customers’ financial lives and their personal finance is often a complex and disparate exercise of trying to aggregate many different inputs and make sense of one’s assets, obligations and general spending behavior. To put it another way, consumers have an infinite amount of tools as their disposal, but often suffer from information overload. As a […]

Customers are problem solvers. Your customers are the people you’re constantly trying to satisfy, so sometimes it feels hard to ask them for feedback. When every decision you make considers the well-being and competitive edge you offer your customers, your financial institution’s presentation to them likely feels like a performance, where you’re hoping to garner […]

Mobile Banking main priority is customer convenience. Almost all financial companies now have some sort of mobile banking app. Few create their mobile presence the way they should. In reality, mobile banking experiences are preferred only second to in-person experiences. Importantly, the sheer number of mobile banking experiences far outweigh the other channels. These facts […]