Izabella Gabowicz
Nov 19, 2021

Macro trends, combined with an individual’s personal spending patterns, can help banks know and understand their customer base better than ever.

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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They’re determined to take the necessary steps to keep their market positions by serving their customers’ needs in the “non-normal.”

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In today’s fiercely competitive financial marketplace, you need an edge that puts your customers’ experience at the center of everything you do.

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The surest path to get buy-in from C-suite leaders in financial services may be to frame DEI issues as a core business opportunity.

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Don’t fall into the trap of launching a digital transformation effort that fails to actually transform.

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A strong execution strategy can help banks from being overwhelmed, as well as create efficiencies for the institution and a better experience for customers.

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And it’s hard to overstate the importance of mobile as a preferred customer channel and to address concerns about fraud.

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Tech experts from the financial services industry share insights on what bank and credit union leaders need to know up front.

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Interest rate hedging solutions may help smaller financial institutions compete with larger rivals while offering greater flexibility to borrowers.

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Models to analyze flow-of-funds data can yield insights to support a bank’s acquisition, retention and engagement initiatives.

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Interactions between people are still a key factor in the relationship between bank and customer.

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Banks and credit unions are better prepared than during the global financial crisis, but they still have work to do in dealing with the pandemic’s impacts.

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The Paycheck Protection Program worked to some degree, but the length and breadth of the pandemic requires a broader approach.

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When people interact with a financial institution, they expect to be treated fairly. It’s not too much to ask, yet the complaint files suggest there may be gaps between the goal and the reality.

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Successful automated support should do more than just answers questions. It should engage consumers in a journey that is constantly improving.

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Digital banking has gained momentum as COVID-19 has dried up branch visits and face-to-face interactions. BAI's Mark Riddle and Jason Mencias discuss digital banking trends, what different demographics value and how financial institutions are handling the pandemic's disruptions.

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The COVID-19 pandemic has changed how account teams acquire and engage with customers.

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Planning for current and future needs is key to create a strategy that is viable during COVID-19 and beyond.

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