Customers want face-to-face help with vexing problems and to be left alone to tackle simple tasks. But oddly, some banks can’t tell the difference.
The secret to finding the right balance can’t be found in the biggest pile of big data. But it starts by doing the math on how to multiply the human factor.
Millennials are becoming the biggest consumer and small business owner groups. But smart community banks can land their business.
Yes, technology can advance customer service. But it needs to support a commitment to serve customers through every step of their banking journey.
Millennials and mobile are transforming retail banking. Yet they’re also quick to change platforms if their needs for speed and ease of use.
While bank wealth management groups may not find their younger clients to be profitable initially, working with them is important for the future.
Christopher DeAngelis says Millennials, though raised in a digital milieu, must step up to keep their bank information secure.
To optimize marketing efficiency and performance, financial institutions need to enhance their core data, segment their audience, use consistent messaging across channels and use closed-loop attribution to measure performance.