Banks & Credit Unions Must Get Serious About Marketing Automation Now
Personalized marketing is no longer optional, but the only way banks and credit unions can pull it off is with an automation platform.
Personalized marketing is no longer optional, but the only way banks and credit unions can pull it off is with an automation platform.
Consumers need help regaining their footing post-COVID. Using digital tools, financial institutions can both assist and increase engagement.
The pandemic has placed tremendous pressure on call centers, forcing banking providers to pursue more 'natural language' chatbots.
Experts worry COVID could have a second wave and that more viral threats lie ahead. Special readiness testing could save your bank.
Identity resolution can improve marketing effectiveness as well as the customer experience across channels and platforms.
The future of work in banking depends on many institutions leveraging new digital skills that most of them currently lack.
Use of new methods expected to expand beyond small-scale pilots, marketers report. Many see personalization benefits from new privacy rules.
Mobile banking and more can help financial marketers create consumer confidence during the crisis that will pay off after the threat lessens.
The ability for banks to offer personalized solutions is hampered by poor data, inadequate analytics and lacks a 360-degree customer view.
Tom Peters shares why striving for excellence is more difficult – and more important – than ever as a result of the coronavirus pandemic.
Implications for branches and digital channels seen through internet trends through middle days of coronavirus lockdown period.
Paycheck Protection Program's forgiveness stage looms with many missing answers, Digital banking app boom is leaving many Americans behind.
Manual tasks across channels is costly. And while AI is hot, there’s a simpler way to bring efficiency that many bankers have overlooked.
Read More about The New AI: A Banker’s Guide to Automation Intelligence
Tamara McCleary, CEO of Thulium, says digital transformation is less about digital disruption and more about personal disruption and evolution.
Here is how Covid-19 will change the way financial institutions are run and the way consumers do banking in the future.
Profits are getting clobbered, but don't 'go silent' during coronavirus. Experts urge marketers to adjust their media channels and messaging.
The coronavirus has sharply altered consumer banking habits forcing financial institutions to rethink the future of the in-person channel.
Given the financial impact of coronavirus, will the banking industry remain as committed to digital transformation as it was before the pandemic?
Millennials and Gen Z are increasingly turning to non-traditional banking providers for their financial needs. HSBC's Jeremy Balkin wrote a book on how to attract, and retain, these audiences.
Financial institutions, if they want to create brand loyalty with customers, should leverage data and advanced analytics, says Salesforce's Rohit Mahna.
AI should tailor what institutions offer to the needs of everyone they serve, instead of forcing them into traditional molds more quickly.
Optimization has sharply shifted from staff and branch reductions to revenue growth using universal tellers and smart-branch technology.
Fintech and neobank competition will end this nuisance charge sooner rather than later. Why not find a way to improve customer experience?
Find out how SLD helped CQRC Bank to create the perfect harmony of financial services, local culture, and the human touch in their branch transformation.
Read More about Creating A Community with CQRC’s Branch Redesign