• Rajesh Bhat
    Rajesh Bhat Nov 1, 2018

    Know your ‘rights’: How to leverage personalized data to make financial relationships sticky and profitable

    Do you get to your customers at the right place and time—and in the right way? Here’s how to leverage tech to deepen relationships.

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  • Know your ‘rights’: How to leverage personalized data to make financial relationships sticky and profitable

    Rajesh Bhat
    Rajesh Bhat Nov 1, 2018

    Do you get to your customers at the right place and time—and in the right way? Here’s how to leverage tech to deepen relationships.

    Read More
  • 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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  • Podcast: Customer service that surpasses expectations

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Jun 19, 2018

    John Maniscalco discusses how TD Bank puts itself in the customer's shoes to build what it calls a more human experience.

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  • Changing the score: How alternative lenders rethink FICO ratings

    Jeanne Pinder_resized
    Jeanne Pinder Apr 13, 2018

    For years, creditworthiness has hinged on payment history. But a new breed of lenders has added new metrics to the formula.

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  • The key to killer customer experience: 'I’ll be interested if you’ll be interesting'

    Dave Kerstein_resized
    David Kerstein Mar 30, 2018

    Branch traffic is declining. More than ever, financial institutions must create an interesting, involving experience—or risk becoming irrelevant.

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  • Trust never sleeps: Deepening the customer relationship in an era of bank defection

    Sue Hines
    Sue Hines Aug 16, 2017

    Satisfaction scores are up but bank customers now bolt at a moment’s notice. Here’s how to make their loyalty the long-lasting kind.

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  • Checking the pulse of millennial financial wellness

    Christian Ruppe
    Christian Ruppe Jul 27, 2017

    Crushing debt and lean incomes have wracked millennial financial health. Financial institutions that want their business must offer tools and support first.

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