A smart investment: Extending ESG values to customer service
With the right training and tools, contact centers can be a central element of a bank’s strategy to affirm its commitment to ESG and build customer loyalty and trust.
Browsing: Customer engagement
Survey highlights room for improvement on existing bank customer engagement
Bankers said that their customer experience investments focus more on product-specific messaging and customer acquisition.
Survey: Bank customers want more robust mobile options
Bank customers want personalized financial assessments and two-way, real-time mobile problem-solving from their banks, but few get what they expect, according to a recent survey.
Study: Consumers like bank phone calls, but hesitate answering unknown numbers
Forty-eight percent of consumers prefer a phone call over an email for urgent financial matters, and 63% reported ignoring calls from their financial institution because they didn’t recognize the number.
Report: Consumers Want Banks’ Help to Improve Financial Health
A majority of U.S. banking customers say it’s important that banks offer ways to improve their financial health, recent report claims.
Iowa’s First Security Bank Combines Old and New to Market Wealth Management
As the past year has shown, successfully marketing wealth management requires changing with the larger business environment.
Making Employees Effective Messengers During M&A
Mergers create opportunities, but they also represent change, which can be unsettling if not communicated transparently and effectively.
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.
Building a Personalized Digital Experience
While consumers’ interactions with brands today are more digital than ever, they still want relationships to feel personal.
More Than Just a Financial Product Provider
Banks help themselves and their business clients by offering smart advice beyond the predictable