5 Ways to Craft a Digital ‘Hello’ that Kickstarts Banking Relationships
The right application and onboarding experiences can help banks and credit unions form long-term personal connections ... and. Read More
Article Archive: Customer Experience
Online Reviews Reveal Blind Spots in Banking Transformation Strategies
Financial marketers must embrace reviews, good or bad, as a key part of the consumer digital journey. Here's how to manage them efficiently.. Read More
Three Ways Consumer Lenders Are Preparing for Life After COVID-19
When the credit delinquency dam breaks, some banks and credit unions will be ready. Here's how leaders are preparing their collections. Read More
Financial Marketers Must Eradicate Fine Print Surprises
When did you last really read what your institution tells consumers in agreements? Does your contact staff quote text that doesn't. Read More
Intuit Muscles into Banking with AI-Powered Primary Checking Account
QuickBooks Cash Account, with Green Dot as partner, will build on the software company's existing base of five million small. Read More
Google Banking: Big Opportunity or Great Risk for Community Institutions?
Several large and small financial institutions have agreed to partner with the tech giant. Should you? Consider these pros and cons. Read More
How Marketing Can Save Banking By Defining a New Mission
Too much focus on process and profits over purpose is disconnecting banks from customers. Four questions provide the key to a culture shift.. Read More
Why BofA – Not Fintechs or Amazon – Should Keep Bankers Awake at Night
Experts reveal eye-opening digital growth statistics as the megabank unveils new mobile banking features and branch and ATM. Read More
Branches Bounce Back with Strong Retail Sales After Initial COVID Hit
Study shows: Even with lobby restrictions still in place, most new consumer checking accounts at community institutions originate in-branch. Read More
Expect a Post-COVID Spike in Consumers Switching Banking Providers
New data shows the pandemic will cause customer churn to explode as people switch institutions to reduce fees and increase interest. Read More
17 Essential Features Your Financial Institution’s Website Must Have
With uncertainty the norm, an adaptable website is vital for every bank and credit union. This checklist will guide your site update. Read More
Digital Account Opening: Hot Trend, But Kinks Hinder Speed
While digital bank account opening options have increased due to COVID-19, online and mobile processes remain. Read More
Financial Wellness Tools Propel Fintech Deeper into Banking Space
MoneyLion, with six million members, sports a new banking app and digital money-management features suited to COVID-impacted. Read More
7 Ways AI Will Transform Your Bank into What Consumers Really Need
Better digital CX at financial institutions demands continual improvement. Human thought can't keep up, but artificial intelligence. Read More
How the Appointment Economy Is Changing the Retail Banking Experience
Banks and credit unions are reimagining in-branch banking as consumers shift their post-pandemic behavior patterns and expectations.. Read More
Gen Z Prefers Banks to Big Techs, But Shuns Branches
For the members of Gen Z, it's a Venmo world. But for these tech-savvy consumers trust is as important in their banking as. Read More
COVID Crisis Creates Unprecedented Digital Banking Pivot Point
Consumers no longer are accepting sub-standard digital experiences from their financial institution, or customer care that lacks a human. Read More
The Banking Industry’s Critical Role In Saving Small Businesses
Many small businesses that are suffering as a result of COVID-19 need a partnership with their financial institution in order to survive.. Read More
Varo Disrupts Status Quo as First Fintech with National Banking Charter
The upstart challenger bank becomes the first to get OCC approval. Banking experts and Varo's CEO explain the potential. Read More
Financial Marketers Must Align Purpose, Mission & Values Now
Bank and credit union customers and employees have a strong preference for institutions exhibiting integrity, creating true. Read More
Open Banking Gets a Big Jump Start from COVID
In some ways the U.S. has passed Europe. Here's why all banks and credit unions must have a strategy for a trend that's reshaping. Read More
Consumer Frustration With Banking Apps and Mobile CX Lingers
Mobile banking leaves much room for improvement. Consumers hoping for the 'Netflix of banking' are often disappointed. Here's how to ace. Read More