Blog - Page 30 of 68 - Customer Service Profiles LLC

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

3 SOLUTIONS FOR ADDRESSING CUSTOMER NEEDS

August 31, 2022

While financial institutions are constantly working to improve their processes and fine tune the customer experience, the reality is that they can still be wildly imperfect. This harsh reality is especially difficult to accept when executives and directors work tirelessly to analyze every pain point, improve every point of contact,

THE NEXT LEVEL OF BANKING PERSONALIZATION: 3 CONSIDERATIONS

August 31, 2022

Customers across industries are increasingly looking for personalized experiences. Where customers used to shop and interact with brands – a unique value proposition, personality and set of products – they are now gravitating toward organizations who can most accurately identify and address their needs. In this way, “brands” now function

6 WAYS TO REIMAGINE YOUR FINANCIAL INSTITUTION’S STAFF

August 31, 2022

When you think of staffing your financial institution, you may think of standard positions – tellers, financial advisors and a management hierarchy. However, now more than ever, financial institutions require creative, tech-familiar and customer-experience-oriented staff to drive their organization forward, reimagine the customer experience and help gain a competitive edge.

DIGITAL LEADERSHIP: 5 WAYS TO PUT YOUR ORGANIZATION IN FRONT

June 30, 2022

While most organizations have a solid digital plan in place, many find it hard to separate themselves from the crowd. Digital and omni-channel banking is certainly a must-have, but as a major part of your business, it should serve to help your brand and organization stand out and impress. Consider