In the second article of this two-part blog, we discuss how customer engagement innovation, such as digital conversation guides, can help banks and credit unions address the current employment shortage, while also improving employee and [...]
The pandemic has forever changed how work gets done. Social distancing mandates forced jobs that never had a work-from-home component into that mode. Pre-COVID-19, the financial service industry as a whole had not yet embraced [...]
In this two-part series, we discuss how customer engagement tools, such as digital conversation guides, can help banks and credit unions address the current employment shortage, while also improving employee and customer satisfaction. First let’[...]
In 2021, nearly four million people quit their jobs, which, according to the U.S. Bureau of Labor Statistics, the number of job openings jumped to 10.1 million because of it. This is greatly [...]
Considering an investment in a customer relationship management (CRM) technology at your credit union? Smart choice! CRMs can be an invaluable tool that allows you to tap into member and prospect data and ensures you’[...]
Artificial intelligence (AI) is a disruptive technology gaining widespread adoption across many industries, including banking and financial services. If you ask someone for an example of AI, you might hear responses such as product recommendations ([...]
Guiding small businesses through a digital process to uncover their needs is step one. Step two is to fulfill their demands by recommending the right set of services at the time of digital interaction. Now [...]
Implementing a new software system is a significant milestone. However, it is even a more dramatic achievement when it delivers the considerable benefits that a customer engagement system does. Banks and credit unions leveraging customer [...]
The time is now for banks to step up to assist customers in their journey to financial wellness. The last 18 months have left customers concerned about the future and how to prepare for it. [...]
Loan origination systems have been transformational for banks and credit unions. They have streamlined very complex processes and combined previously siloed systems for more efficiency. And they make handling the tremendous amounts of documents required [...]
Online loan origination systems have radically improved the lending process. By leveraging these innovative systems, banks and credit unions have streamlined loan process workflows, making loan teams more efficient and enabling them to process more [...]
You’ve already learned the first two steps in the path to primary, now let’s tackle the most critical one of all: Finding the courage to act. (Step 3 of our three-part series). Over [...]
Today, customer relationship management (CRM) systems are table stakes for banks in their quest to improve financial performance, deepen customer relationships, and increase customer loyalty. Every major bank in the country has invested in a [...]
Financial institutions have increasingly been utilizing Chatbots over the last few years. But when the stay-at-home orders hit during the pandemic, adoption accelerated dramatically. Research from Cornerstone Advisors revealed that heading into 2020, just 4% [...]
Learn how a personalized approach to member interactions—especially those that happen in-branch—can help put you on the path to primary. (Step 2 of our three-part series). Fewer than a quarter of credit union [...]
