Blog - Page 28 of 67 - Customer Service Profiles LLC

4 Approaches to Targeted, Relevant Content

November 30, 2022

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

Shift Your Organization’s Mindset: 5 Shifts

November 30, 2022

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

Innovate With Your Customer in Mind: 6 Tips

November 30, 2022

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

3 CONSIDERATIONS FOR MEANINGFUL DIGITAL FEATURES

September 28, 2022

The digital experience is full of distractions. It’s easy to get carried away with brainstorming new features, somehow convincing ourselves that the financial institution with the highest number of features wins. Obviously, this isn’t true, but it raises the question: What elements of a digital experience truly improve customers’ lives?

SOPHISTICATED CUSTOMER PROFILES: 4 CHARACTERISTICS

September 28, 2022

Legacy customer profiles have historically been created using broad umbrellas to segment and understand customer behavior. Geography, age and income are top-of-mind characteristics that facilitate the way banks and credit unions have historically analyzed and grouped their customers, and dictated the way they expect those individuals to behave. For example,

3 CONSIDERATIONS FOR BANKING AS A SERVICE BAAS

September 28, 2022

Financial institutions have the unique opportunity to serve other B2C organizations as a partner for their embedded finance platforms. Explained most simply, embedded finance are bank-like services offered by non-banking institutions. Features like accounts, flexibility of payment and access to credit define embedded finance, but the process can be facilitated