• Eric Hathaway Aug 24, 2018

    File under ‘opportunity’: Attracting customers who lack credit records

    Yes, there are risks to working with people with thin (or no) credit histories. Enter alternative data.

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  • Promotions in motion: New ways for financial institutions to win customers

    Jeanne Pinder_resized
    Jeanne Pinder Jul 12, 2018

    The days of passive gift giving have been replaced by an era of interactivity in which parties, yoga classes and hotlines to the CEO are among the common customer perks.

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  • Five critical requirements for customer experience in an ultra-connected era

    Keith Pearce Jul 11, 2018

    Giving customers cross-channel consistency is challenging. But updated infrastructure creates the right foundation for today, and the future.

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  • Why web forms boost customer experience and loyalty

    Cedric Savarese
    Cedric Savarese Jun 13, 2018

    The journey to digitization follows many roads. Using web forms puts consumers and banks in the fast lane.

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  • Six reasons your bank-at-work program is underperforming—and how to fix it

    Jun 1, 2018

    The skills to make Bank-at-Work succeed aren’t hard to implement—but require focus, dedication and commitment.

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  • How to keep your bank’s customers, even when they get fighting mad

    Patrick Sanders
    Patrick Sanders May 30, 2018

    Reasons for customer ire range from thoughtless cross-selling to piling on fees. But smart banks listen and work to make things right.

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  • Why high tech and human touch should go hand in glove

    Holly Hughes_resized2
    Holly Hughes May 7, 2018

    AI-driven predictive analytics can set the table for a highly personalized customer experience.

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  • From saving time to time to save: The role money plays in millennial lives

    Karen Salamone Apr 12, 2018

    Banks and credit unions that get past negative stereotypes will find opportunities to help young adults as they build business.

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