Tom Long
Sep 24, 2020

How effectively executing a go-to-market plan can help your financial institution succeed.

As reps work from home during the coronavirus crisis, what are the enduring lessons for the industry?

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The pandemic will likely accelerate broad changes in customer service that was already underway.

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AI-powered coach bots offer the potential to exceed customer expectations and help financial institutions expand market share.

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Individual bank associates can help with trust-building by using their knowledge and networks to widen access to financial services.

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Understanding preferences and clues of each cohort can be an asset in developing effective strategies that meet customer needs.

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As banks adopt more advanced technologies, they need employees who can work alongside machines with creativity and the ability to solve problems.

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Here are the steps to help mitigate the loss of customers who no longer work near branches they originally chose based on their office location.

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Smarter digital identity verification practices can allow for easy and secure account openings when face-to-face isn’t possible.

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The move away from a phone-first approach calls for more training to handle complex issues and create more job satisfaction for representatives.

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