How do you make your 2020 vision a reality?
With 2020 roaring full speed ahead, I wanted to open up a conversation topic that has been top of mind for our team lately. Like many of you, we have been eagerly working to define and communicate our 2020 vision and have each of our team members help pragmatically fulfill it in their unique ways. If you’re in the same boat or have yet to commit to a vision for the next 12 months formally, check out a few of the things we’re excited about and how you can incorporate them into your plan of action for your account holders or members.
Creating the Vision
It may or may not start from the top, but your vision has to be embraced across the board for it to have any chance of being brought to life. Our team has zeroed in on three areas to concentrate on this year: transparent communication (both internal and external), focus on employees and delivering an unparalleled experience to our clients (that’s you!). In this way, we have a few specific things to focus on, and the whole team is working toward the goals together.
- Communicating with Transparency
For us, we strive for 100% transparency in all that we do—in what we expect from ourselves and each other, and in what we communicate to our current and potential clients. Transparency demands accountability, and that’s the way we feel most comfortable operating.
Financial institutions can also benefit from becoming more transparent in their communication with account holders. For instance, a fully disclosed overdraft program detailing limits and fees upfront puts the choice in the user’s hands. An empowered account holder is a loyal account holder. It also makes your staff more comfortable offering the service when it’s easy to explain and doesn’t have any complicated rules or hidden loopholes.
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