• Patrick Sanders
    Patrick Sanders Mar 16, 2018

    The new wealth of knowledge: Roboadvisors and the human touch

    Financial institutions that struggled with the robo playbook of low fees and AI now use it to foster—yes—human customer relationships.

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  • Blue skies, banking stars: How universal bankers meet universal consumer needs

    Ed Obrien
    Ed O'Brien Aug 7, 2017

    As branches evolve, technology can only go so far. Enter universal bankers, who retain the human touch and bring customer service to lofty levels.

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  • A staff to fly your best colors

    Deb Stewart_resize
    Deb Stewart Aug 3, 2017

    Deploying the right mix of staff to transactions versus advice makes for a rough balancing act. Enter the powerful precision of predictive analytics.

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  • Order in the courtship: How banks can become number one with fickle customers

    Sue Hines
    Sue Hines Jul 31, 2017

    Consumers are getting used to playing the field with banks. Winning their loyalty above all other suitors requires hard work and patience.

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  • Podcast: Helping customers win through financial wellness

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Jul 28, 2017

    Rochelle Nawrocki Gorey outlines how consumers can reach meaningful financial wellness goals and how banks can help them get there.

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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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  • Lending a hand: As commercial real estate loans grow, here’s what to know

    Robert Ashbaugh
    Robert Ashbaugh Jul 25, 2017

    CRE has increasingly become a portfolio growth driver for banks. But loan risk management—and how regulators scrutinize it—must also remain top of mind.

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  • From poisoned to positive: Healing a problematic workplace

    John Ruhlin
    John Ruhlin Jul 19, 2017

    Bank employees who buy into misbehavior can bring it down fast. But those who remain in the aftermath can help lead the comeback.

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