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Blog

Customer Listening: A CX Plan

April 21, 2020

When directors and executives think about customer experience for their financial institutions, old cliches may come to mind. Images of customers smiling, staff giving an exceptional level of service, and good old fashioned hard work all feel relevant. The reality is that a customer experience strategy challenges the most fundamental

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Creating Human Moments In Customer Experience

February 23, 2020

When directors and executives of financial institutions think about improving customer experience, it’s easy to want to “throw technology” at customers. The concept of new and improved tech features sounds appealing, and decision-makers are constantly told about new ways they need to keep up with innovative new technology. However, tech

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Customer Anticipation: Banking Customer Experience in 2020

February 17, 2020

Historically, financial institutions have been reactionary or synergistic with customer actions and needs. If a customer needs a new loan, a bank or credit union will provide a customized, competitive offer. If a customer overdrafts, a bank may transition money into their account to notify them of the overdraft after

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Create a Personal Customer Experience

February 17, 2020

When a customer works with any type of business, their satisfaction of the price, quality and delivery of the service/product only makes up part of their loyalty to that business. The aspects that truly solidify their relationship with the brand are the interpersonal and emotional bonds they form. They want

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Overlooked Opportunities for Baby Boomers, Generations X-Z

February 2, 2020

When it comes to marketing for financial institutions, most individuals will think of Millennials, the center subject of marketing for the last 10 years. Acquiring young consumers means a major lifetime value of the consumer, and Millennials are now entering a more evolved stage in their earning potential. However, Gen

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The Evolving Digital Financial Institution

January 21, 2020

The customer experience for financial institutions, and customers’ perceptions of banks and credit unions, are changing. In a constantly evolving industry (and one that is evolving quicker than it ever has in the past), it’s important to take a step back and understand the current state of financial services. At

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