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Blog

What Does It Mean to Be a Customer’s Primary Bank Anymore?

September 11, 2026

For decades, being a customer’s “primary bank” was relatively easy to define. It was where their checking account lived, their paycheck landed and their bills were paid. Today, that picture is much messier. Consumers routinely maintain relationships with multiple banks, credit unions and fintechs, dividing their financial lives among different

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The Bank Branch Is Back. But Has the Branch Experience Changed?

September 11, 2026

For years, the story of bank branches seemed fairly straightforward: Digital banking was growing, branch traffic was declining and physical locations were slowly disappearing. But that story may be changing. In a recent American Banker article, “It’s official (sort of): the bank branch is back,” Paul Vigna points to an

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Best CX Survey Software Platforms

September 11, 2026

Summary: Customer Service Profiles serves hundreds of national clients through advanced CX survey software. Their software captures Voice of the Customer across multiple communication channels and touchpoints. Its full service CX offering gives clients tighter program management and seamless integration across every point of customer feedback. When it comes to

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Banking CX Strategies That Drive Loyalty

September 11, 2026

Summary: The stakes on customer experience are steep for banks and credit unions. Those who prioritize it grow 3.2 times faster than competitors who don’t, while over half of consumers will walk after just one bad interaction. Automation helps close that gap by handling alerts, onboarding, and payment confirmations without

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Bank CX Benchmarks: Key Metrics That Matter

September 11, 2026

Summary: Banks and credit unions can benchmark performance using metrics like Net Promoter Score, which gauges loyalty through a single recommendation question, and Customer Satisfaction Score, a stronger predictor of member activity than traditional satisfaction surveys. With credit union membership growing significantly and competition intensifying, executives are leaning on these

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Bank Branch CX: How to Create Human Moments in Banking

September 11, 2026

Summary: Bank branches remain a critical touchpoint in an increasingly digital banking landscape, serving as the venue where trust is built and complex issues like loan applications, fraud disputes, and major life decisions get resolved. Strong branch customer experience depends on connecting every touchpoint, from account opening to issue resolution,

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