Strategies to strengthen accountholder relations during COVID-19

With the coronavirus (COVID-19) pandemic forcing financial institutions to close branches and halt in-person interactions, it has become more challenging than ever to keep-up ‘business as usual’ with accountholders. With needing to service loans remotely, provide easy access to accounts and funds, and deliver virtual support and communications – there is much to be considered.

We’ve put together a list of easy-to-implement, cost-efficient (or free!) strategies to help your financial institution amplify consumer relations and business in a remote setting.

Remote Service Considerations

Continuing to provide top-notch service to accountholders remains a top priority for financial institutions. The challenge is finding creative ways to do so without being able to meet face-to-face.

Consideration #1: Inbound questions & service requests 

Although in-person walk-ins or appointments are not an option right now, there are various tried-and-true remote service channels your financial institutions can leverage. Adding a ‘Live Chat’ feature to your website is a great way to provide on-demand service that will deliver long-lasting value to your institution and consumers. You may also consider adding more call-in options for accountholders, so consumers can more quickly and easily have their specified needs addressed.

 

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