Todd Robertson
Aug 6, 2021

A switch from "passive" to "active" web technology can help banks meet customer-journey expectations being molded by other industries.

Cross-sale? What cross-sell? Most banks offer on average over 100 products and services but 56% of customers only have one product, according to our company’s research.

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As the banking industry’s ability to generate fee income comes under pressure from recent regulatory actions, financial institutions will inevitably need to place more focus on front-line sales effectiveness, particularly in the branches.

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Bank marketing and product management executives have arguably never faced a greater challenge than they do today in the wake of recent regulatory changes involving overdraft fees and debit card interchange and even more heightened regulatory scrutiny expected from the new Consumer Financial Protection Bureau.

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To the banking institutions that spend millions of dollars every year in the pursuit of satisfying customers, Jeffrey VanDeVelde has a bold statement to make – you’ve got it all wrong.

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For a good decade or more, when it came to knowing the customer, the banking spirit was willing but the technology was weak.

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With customer loyalty in the financial services markets still in flux, banks have an opportunity to strengthen consumer relationships through rewards programs that are relevant to their customers.

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Much has been written about the opportunity for banks to advise affluent customers on retirement planning.

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In 2008, Jon Levey and Steve Sherman, both former LaSalle Bank lenders, and Steve’s father Harold Sherman, a long-time Chicago-area community banker, began pursuing a dream to develop a community bank that would re-shape how banking is done, with an emphasis on environmental sustainability.

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Delivering the right customer experience at the right time means understanding the wants, needs and expectations of your customers and designing an experience that meets those needs.

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Based on the insights captured in our recent Ideal Banking and Small Business Banking studies, there is still a significant room for improvement in crucial customer experience categories.

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