Personalization improves customer satisfaction and bottom lines. This has banks and credit unions looking for new ways to take personalization to the next level.
Personalization in the branch: The key is constant coaching
Gallup managing partner Anson Vuong speaks with BAI managing editor Terry Badger about Gallup research that finds branch staff needs more and better training to develop the skills required to connect with customers.
Personalization offers ‘tremendous opportunity’ for financial institutions
Greg Kanevski, global head of banking at ServiceNow, talks with Terry Badger, managing editor at BAI, about a personalization strategy for banks and credit unions that has an optimal mix of people and technology.
The Finalytics.ai platform goes beyond personalization by allowing your community financial institution to create a singular and highly relevant digital experience for each prospective and current customer.
AI for financial institutions: The next frontier in CX and personalization
The challenge for modern contact centers is to balance the need for outstanding CX with robust security. Artificial Intelligence (AI) can provide the edge contact centers need to turn good customer experiences into great personalized ones and to minimize the security threats across different customer touchpoints.
Getting personal: The role of identity verification in customer personalization programs
Banks and credit unions need a way to rise above the noise and connect with their customer on a personal level. A strong identity verification process is essential in personalizing positive customer experiences.
Technisys shares how a next-gen digital and core banking platform can personalize customer engagement, provide actionable insights, and ultimately help consumers meet their financial goals in a highly digitized and automated manner.
Taking the financial services customer experience to the next level
Anticipating customer needs and having a comprehensive, 360-degree view of customers can help you democratize data, make informed decisions, build customer loyalty and increase customer lifetime value.