Banking Strategies to Power Smart Decisions

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customer experience

Podcast

Using CX to stand out from the crowd

Jun 23, 2020

By Terry Badger, David Williams, Joan McGowan
SAS principals David Williams and Joan McGowan share insights on how the COVID-19 pandemic has accelerated the trend toward digital, and how banks and credit unions can modernize their digital CX to gain a competitive advantage.
Customer Experience

Article

Banks to customers: Let’s get personal

Jun 3, 2020

By Dawn Wotapka
The benefits and challenges of true personalization in a digital world.
Consumer Banking / Customer Experience / Technology
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Article

From customer friendly to customer intimate

Jun 6, 2016

By Patricia Smith
In any company, rigorous strategic planning is bound to cause discomfort as old assumptions and long-held mindsets are challenged and re-examined. This was certainly the case for Billings, Montana-based First Interstate, an $8.7 billion community banking […]
Consumer Banking / Customer Experience / Marketing & Sales
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Topics

Formats

Webinar

Consistent customer experience during bank transformations

Upcoming: Feb 28, 2023

Join us for a conversation led by BAI’s Holly Hughes with Ajay Bhandari from Infosys, and Truist’s Ken Meyer as they discuss how to satisfy and exceed both customer and business expectations during the transformation journey. Hear real world examples...
Customer Experience

Webinar

What consumers want & how to deliver a true omnichannel experience

Upcoming: Feb 15, 2023

Holly Hughes, BAI CMO, will share BAI’s latest banking channel research and host a conversation with Colleen Wilson, Vice President, Product at MANTL, on what the trends mean for financial services leaders....
Consumer Banking / Customer Experience

Article

The growing challenge of customer disengagement

Dec 6, 2022

By Matt Gillin
Financial institutions that focus on manufacturing engagement may actually be driving customers toward the exit.
Customer Experience

Article

Balancing consumer risk with seamless digital CX

Nov 18, 2022

By Christina Luttrell
A robust IDV platform can enable lenders to confidently build a more complete picture of would-be borrowers of every generation.
Customer Experience

Article

In banking, the future is data

Nov 11, 2022

By Dawn Wotapka
As institutions rely more on what they know about their customers, they also need to stay connected on a personal level.
Customer Experience

Article

Next-gen solutions for personal finance management

Oct 10, 2022

By Dennis Gada
Artificial intelligence can draw up a budget and monitor income and spending closely to make sure millennial and Gen Z customers stick to their plan.
Customer Experience

Article

5 must-dos for banks to delight customers

Oct 7, 2022

By Nick Beil
Using data in new and more efficient ways is the key to targeting the right markets and offering relevant products at the right time.
Customer Experience

Podcast

Want to connect better with customers? Try empathy

Sep 27, 2022

By Terry Badger, Terri Panhans
Terri Panhans from Vericast shares her insights on the ways contact centers are evolving as day-to-day banking transactions go increasingly digital.
Customer Experience

Webinar

Multibranding onboarding: Preserve your local presence and enhance customer experiences

Recorded: Sep 21, 2022

Join us for a panel discussion led by NCR Terafina’s Kranthi Palreddy Syphax with Tom Ormseth and Erin Keller from Wintrust Financial Corporation to learn how Wintrust, which operates 15 chartered community banks, approaches digital innovation.
Customer Experience

Webinar

Turn high impact mergers & acquisitions into high-value experiences

Recorded: Sep 14, 2022

Join us for this complimentary webinar to hear Vericast’s Sheila Easley, Director of Client Pricing & Strategy share insights on how to improve retention and what to measure during an M&A.
Customer Experience

Article

The rise of the hybrid call center

Sep 9, 2022

By Lauri Giesen
A partially remote workforce brings both benefits and challenges for banks and credit unions.
Customer Experience

Webinar

Drive growth and retention with customer insights and data

Recorded: Jun 28, 2022

Join us for this live demonstration where Samantha Thielen from Total Expert shows how the Customer Intelligence platform can drive growth and retention for your financial institution. See firsthand how key customer insights trigger customizable workflows, […]
Customer Experience

Webinar

Creating customers for life through improved onboarding & experiences

Recorded: Jun 14, 2022

Holly Hughes, BAI CMO, will share BAI’s latest research and host a conversation with Greg Jacobi, VP & GM, Banking Industry Solutions & Strategy at Salesforce, on why focusing on the customer experience is key for […]
Customer Experience

Webinar

Customer engagement: The key to loyalty, trust, and retention

Recorded: Jun 7, 2022

Join us for a conversation about the key differences between customer experience and customer engagement and learn how a customer engagement focus builds and grows relationships that translates to loyalty, trust, and retention.
Customer Experience

Webinar

Five practices to supercharge your call center operations

Recorded: Apr 26, 2022

Join us for this complimentary webinar to learn five practices forward-thinking financial institutions follow to supercharge call center operations.
Customer Experience

Whitepaper

Quick Q&A on Enterprise Content Management

Apr 26, 2022

ECM helps employees deliver a superior customer experience and organizations reduce costs, streamline processes, manage risk, and increase efficiency.
Customer Experience

Video

Redefining banking customer centricity through an integrated omnichannel experience

Mar 1, 2022

Temenos demonstrates the power of an integrated platform experience that is agile and efficient while putting your customers at the center of every digital banking function.
Customer Experience

Video

New customer acquisition: Modernizing strategies for 2022

Feb 28, 2022

Learn from industry leaders about what opportunities your financial services organization can incorporate as it examines its new customer acquisition strategies for 2022 and beyond.
Customer Experience

Video

Transforming customer experiences to be digital-first

Feb 28, 2022

Glia shows you how to offer seamless digital communication regardless of whether your customers engage via chat, SMS, voice, or video.
Customer Experience

Whitepaper

Minimizing Customer Friction During a Change Event

Feb 22, 2022

As banking organizations look to grow and retain their customer base, they’re conducting M&As and upgrading their digital platforms. Terri Panhans from Vericast discusses how to minimize the customer friction that can accompany these change events.
Customer Experience

Article

Embracing convenience and connection in commercial lending

Feb 7, 2022

By Joe Ehrhardt
More digitization of commercial and SBA loans empowers banks to boost efficiencies and more effectively engage in cross-sell opportunities.
Customer Experience