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

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.

By |2022-09-15T09:42:33-05:00June 7th, 2022|Comments Off on Customer engagement: The key to loyalty, trust, and retention

Quick Q&A on Enterprise Content Management

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

By |2022-09-15T09:42:20-05:00April 26th, 2022|Comments Off on Quick Q&A on Enterprise Content Management

New customer acquisition: Modernizing strategies for 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.

By |2022-10-13T10:57:23-05:00February 28th, 2022|Comments Off on New customer acquisition: Modernizing strategies for 2022

Minimizing Customer Friction During a Change Event

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.

By |2022-09-15T09:42:19-05:00February 22nd, 2022|Comments Off on Minimizing Customer Friction During a Change Event

The platform is part of the revolution

The Finalytics.ai platform goes beyond personalization by allowing your community financial institution to create a singular and highly relevant digital experience for each prospective and current customer.

By |2022-09-21T12:17:56-05:00September 21st, 2021|Comments Off on The platform is part of the revolution

Delivering a (much) better customer experience

Technisys shares how a next-gen digital and core banking platform can personalize customer engagement, provide actionable insights, and ultimately help consumers meet their financial goals in a highly digitized and automated manner.

By |2022-09-20T13:39:04-05:00September 20th, 2021|Comments Off on Delivering a (much) better customer experience

Personalizing every touchpoint

Total Expert shares how orchestrated, personalized, and automated journeys can help create customers for life at your financial institution.

By |2022-09-20T13:12:59-05:00September 20th, 2021|Comments Off on Personalizing every touchpoint

Personalization: Opportunities, challenges and trends

During this panel discussion, learn from industry peers at M&T Bank, Citizens and BAI on the benefits and hurdles of connecting customers to the digital experience.

By |2022-10-21T11:59:15-05:00September 16th, 2021|Comments Off on Personalization: Opportunities, challenges and trends

Proactive Customer Experience

Rob Guilfoyle from Abe.ai discusses how banks and credit unions can create a frictionless CX and how AI can help smaller banks compete more effectively against the big players.

By |2022-09-15T09:42:15-05:00August 31st, 2021|Comments Off on Proactive Customer Experience

COVID-19 is remaking customer service … forever

The pandemic changed the way banks and credit unions serve their customers. What will become standard practice? What improvements can financial services organizations make?

The latest BAI Executive Report looks at how customer service has evolved – Read More

By |2022-09-15T09:42:38-05:00May 13th, 2021|Comments Off on COVID-19 is remaking customer service … forever

Banking in 2030: A look back from the future

Chris Skinner, digital banking expert, influential commentator and respected author, discusses what the next decade could bring, and he’ll challenge your thinking on what banking might look like.

By |2022-09-20T13:55:24-05:00March 17th, 2021|Comments Off on Banking in 2030: A look back from the future

Transform your customer and employee experience

Learn how Bold360 can transform both your customer and employee experience. Bold360 gives you the ability to not just solve a single problem but solve a problem across your journey.

By |2022-09-20T14:14:56-05:00March 15th, 2021|Comments Off on Transform your customer and employee experience

Chatbots don’t always create better customer experiences

The financial services industry has embraced digital transformation as the way forward, yet digitization on its own isn’t exactly synonymous with progress. Retail banks that transitioned from in-branch interactions with customers to digital-only relationships aided by Read More

By |2022-09-15T09:47:15-05:00November 25th, 2020|Comments Off on Chatbots don’t always create better customer experiences

How smart connections can help exceed customer expectations

The demo showcases Payment Operations, an out-of-the-box application that enables payments teams to automate work, collaborate more efficiently and resolve customer issues faster.

By |2022-09-20T15:00:16-05:00October 28th, 2020|Comments Off on How smart connections can help exceed customer expectations