Benoit Malherbe
Sep 22, 2022

The key is putting the customer first: Know what they need, what they are trying to achieve and how you can best help them.

With countless pitfalls possible, institutions must stay focused on what’s important to better ensure a smooth integration.

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AI-powered knowledge management technology can improve customer financial wellness, grow balances and drive product sales.

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Greg Kanevski from ServiceNow shares insights on how banks and credit unions can put data to better use to push back on fraudsters and save big money in the process.

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Observational coaching embeds knowledge and skill to drive successful behaviors and positive culture for maximizing business performance impact.

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The benefit of providing near-real-time insight into client engagement, conversion performance and growth synergy capture cannot be overstated.

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With mortgage, auto and other loan markets slowing, agricultural businesses may offer community institutions a new way to reap profits.

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On the BAI Banking Strategies podcast, Craig Alexander from BMO Financial Group explains their new hiring program focused on refugees and other displaced people.

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Data can help institutions provide educational content to raises their customers' knowledge base while also helping with retention and cross-sell strategies.

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A partially remote workforce brings both benefits and challenges for banks and credit unions.

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Making appointments at banks, which exploded during the pandemic, is evolving to meet a growing demand for certainty and convenience.

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With the right technology, community banks and credit unions can offer options at a fraction of the cost of a digital bank or stand-alone digital branch.

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On this week’s BAI Banking Strategies podcast, Heidi Hunter from IDology tells us why KYC’s close cousin is important for banking institutions and how they can do it more effectively.

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But to get to better, financial services providers must trade their traditional past for a more nimble future.

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How to effectively close the engagement gap between human and virtual channels persists as an issue for financial institutions.

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Preparing now with the right products to target this soon-to-be debt relieved group could serve banks and credit unions well in 2022 and 2023.

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On the BAI Banking Strategies podcast, Elizabeth McCluskey from CUNA Mutual discusses investing in fintech startups led by founders from underrepresented groups.

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Institutions should view their technology strategy more holistically to identify ways to encourage innovation and create unique customer experiences.

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The banking world is evolving with respect to what employees value and expect from their work environment.

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From choosing a channel to delivering a message, banks and credit unions must have a personalization-focused strategy and keep it front of mind.

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