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Blog

Your Financial Institution Needs a Digital Leg Up: 3 Approaches

November 17, 2021

The past two years have driven more and more customers into the digital space, including late adopters who may be less tech-savvy than other customers. With this in mind, your digital offerings have increased in importance, and your financial institution should focus on competitive advantages to differentiate your brand. Consider

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Customer Loyalty in Banking: 4 Ways To Retain Customers

November 17, 2021

Considering the amount of effort your financial institution puts into acquiring new customers, your attention to retain customers by differentiating yourself should be a top priority. However, in the banking world, differentiation can sometimes prove challenging. Consider the following ways to make your financial institution stand out and create a

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3 Strategies for Integrating With Your Customers

November 17, 2021

As a financial institution, your organization has the unique opportunity to play a daily role in the lives of your customers. The chance to serve as a constant underlying function of their purchasing, organizing, budgeting and overall family wellbeing entrusts your organization with a great deal of responsibility and upside.

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Proactive Customer Engagement: 3 Predictive Strategies

October 26, 2021

Financial institutions tend to react to customer needs, and then work to serve those needs as best as possible. A request for a new loan results in a timely response and a competitively low rate. If a customer overdrafts, a bank may transition money into their account to notify them

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Segmentation’s Value for FinTech: 4 Key Benefits

October 26, 2021

Most financial institutions focus on their customers in a large brushstroke, considering the ways their offerings interact with their customers. In particular, financial institutions get more granular regarding customers journeys — working to understand various customer paths leading to different products and services, and the touchpoints along the way. Getting

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4 Strategies to Make Universal Bankers Effective

October 26, 2021

Most financial institutions have heard of and considered adding universal bankers to their staff. These jack-of-all-trades representatives fill the roles of both a teller and a personal banker, serving as a diversified representative who can handle a wide variety of requests and tasks in a variety of settings. The benefit

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