True Conversational AI Solutions Eluding Financial Institutions
Banks need to blend multiple technologies to bridge the gap between basic chatbot conversations and more complex financial inquiries.
Articles by Guest Contributor
Banks May Still Need Larger Branch Networks to Find Sales Success
While closing branches in the wake of COVID and digital transformation accelerates, successful institutions still tailor plans to markets.
Online Appointment Setting Will Become the ‘New Normal’ in Banking
Banking by appointment went from novelty to necessity during the pandemic. Its impact extends beyond safety to new account growth and more.
5 Best Practices When Marketing Banking Mergers
Consumers and businesses saying goodbye to a trusted bank or credit union must be shown what they'll gain or they'll walk, hurting the deal.
The Best and Worst Practices in Digital Banking UX
Actionable ideas for both senior executives and digital design teams looking to build intuitive and frictionless banking experiences.
Bank Lenders Brace for an Ugly Wave of Consumer Credit Defaults
Coming credit crisis will test ability of banks and credit unions to treat troubled borrowers fairly while recovering funds. New AI can help.
Pro Tips to Improve How Google Ranks Your Banking Website
5 critical upgrades to SEO tactics can help put bank and credit union web content at the top of consumers' search engine results pages.
5 Essentials for Bank & Credit Union Marketing Budgets
Insights on digital ads, hiring priorities, content marketing, process automation and reaching Millennial consumers for the year ahead.
Consumers Freaking Out Financially: How Bank Marketers Must Respond
Attitudes toward debt and in-person banking have sharply altered. Bank and credit unions marketers need to factor this into their messaging.
Why Community Financial Institutions Must Tap Into Platforms’ Power
Google's new Plex bank account platform may mean that all financial institutions must find a big tech or fintech partner — or stop growing.
How Financial Marketers Can Come to Grips with the Growing Wealth Gap
Financial institutions are launching innovative deposit products, microloans, contactless payments and more to support diverse needs.
Financial Marketers Can’t Be Social Media Holdouts Any Longer
You may not want to tweet or share, but the public will discuss your financial brand anyway. Institutions must learn to navigate social.
How AI Can Help Financial Institutions Rescue At-Risk Consumers
'COVIDnomics' expose more people to predatory lenders. With artificial intelligence traditional lenders can counter with advice and credit.
Better Service in Banking Begins with Deeper Data Analytics
Essential curiosity lies at the root of gathering data that helps banks develop strong prospects and personalize service for consumers.
How to Avoid Sagging Satisfaction Scores As People Bank More Digitally
Banks and credit unions shouldn't focus solely on creating a better mobile experience, but build a holistic relationship based on trust.
Will Bankers Ever Go Back to the Office Again?
Working from home has tremendous appeal to many of those working in the banking industry. But are financial institutions ready for this?
When Bankers Video Conference from Home, Who Else Watches?
With many banking employees still working from home, video meetings are the norm. But bad tech or employees' workarounds may cause leaks.
21 Tips to Help Bank Sales Teams Working From Home
In the work-from-home reality, banks and credit unions that help employees understand what to do, and not do, will succeed in a video world.
Banks Must Toss Meaningless Vanity Metrics That Don’t Sell
Touchy feely messages sent by banks and credit unions early in the pandemic didn't produce solid results. Here's what might have produced.
Five Ways Financial Institutions Drive People Out the Door
No institution can escape trouble – how they handle it is key. Among the toughest issues: discrimination, data breaches, money laundering.
4 Ways to Differentiate Your Banking App and Drive Acquisitions
It's difficult to stand out in a crowded mobile app market. The right mix of marketing, UX, security and customer feedback brings results.
How Financial Marketers Can Overcome Branding Black Eyes
The long history of mergers among financial institutions is just one place where uncomfortable history may lurk.
