Terri Panhans
Oct 28, 2020

Use these three essential strategies to foster customer-centricity while also building a winning team.

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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