
When Should Bank Marketers Text Clients? (Hint: Not Often)
Use text when it can be one-to-one and provide relevant, personal information. Otherwise, just say no.
Use text when it can be one-to-one and provide relevant, personal information. Otherwise, just say no.
Clients like easy and clear choices, so lead with benefit and value.
Adopting a strategic approach with your servicing communications can build more resilient customer relationships.
Streamlining the process of managing disclosures will make it easier to stay compliant and reduce costs and timelines significantly, all while improving customer experience.
When loan officers use social media to educate, clear up confusion and offer guidance, they can be a source for good in difficult times while also building trust and closing more deals.
The ongoing digital shift in banking will provide more opportunities to unlock better customer experiences.
Your communications in times of crisis—what you say and how you say it—are just as important as being able to deliver the message.
During the COVID-19 pandemic, it is even more critical that banks pay careful attention to precise and emotionally calibrated customer communications.
Consumers are increasingly worried about how the COVID-19 pandemic will affect their finances. Here’s what they want to hear about from their banks.
Here’s a five-step approach to ensuring customers and employees see you in your best light during a merger.