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A week of insights and thought leadership helping you meet your customers’ evolving needs and expectations.

Lauri Giesen

Lauri Giesen
Jun 25, 2020

Pointing the way forward on PPP

These community banks leveraged deep expertise and focused on customer experience to serve local small businesses in crisis.

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QUESTION OF THE DAY: JUNE 26

How will the COVID-19 pandemic alter the branch experience in the short and long term?

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CX SOLUTION

Delivering personalized advice + guidance for customers with SigFig Atlas

Learn how to transform your digital channels into interactive advice and guidance centers that put your customers at the center. See how an Omnichannel Needs Discovery Platform surfaces digital journeys to uncover your customer needs, provide advice and connect them to the right channel for fulfillment.

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Karen Epper Hoffman

Karen Epper Hoffman

Jun 24, 2020

The ‘tipping point’ for digital advisory services

The trend toward online financial advice and planning predates COVID-19, but the pandemic has kicked up the pace of adoption.

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QUESTION OF THE DAY: JUNE 25

How are you communicating with customers differently during the pandemic?

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CX SOLUTION

Now is the time for financial institutions to get consumer data right

Consumer data goes out of date quickly. Learn how to implement a strategy that ensures that your consumer information on file is consolidated, complete, and dynamically updated resulting in more effective interactions.

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PODCAST

Using CX to stand out from the crowd

On this week’s podcast, SAS principals David Williams and Joan McGowan share insights on how the COVID-19 pandemic has accelerated the trend toward digital, and how banks and credit unions should modernize their digital CX to gain a competitive advantage.

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QUESTION OF THE DAY: JUNE 24

What behavioral changes from customers do you think will be long lasting, both online, in-branch and a blend of the two?

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WHITE PAPER

Commercial Banking: Preparing for what comes next

Community banks and credit unions play a primary role in the recovery and preparing businesses for what comes next in a post-pandemic world. Learn how you can return to a profitable commercial lending operation while helping American businesses and why a lack of digital adoption could hurt commercial lenders.

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QUESTION OF THE DAY: JUNE 23

What gaps do you see in the current digital experience? And what areas are you prioritizing in the second half of the year?

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CX SOLUTION

Grow revenue, deposits & profit solely through digital channels

Learn how running a digital account opening and digital banking solution together can help your financial institution increase customer satisfaction, drive deposit growth, reduce support costs and overall, be frictionless.

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stephenie williams

Stephenie Williams

Jun 22, 2020

Lending strategies for engaging today’s re-inspired consumers

A holistic approach to loan marketing can improve customer experience by focusing on well-timed, personalized offers.

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VIDEO

Bust to boom: Maximizing customer experience during the rise in consumer lending

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Edmund Lawler

Edmund Lawler

Jun 19, 2020

A branding guru’s vision for the branch of the future

SLD’s Jean-Pierre Lacroix says banks need to evolve their mindset from transactional services to sharing their vast stores of knowledge

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QUESTION OF THE DAY: JUNE 22

How can banks and credit unions continue to humanize digital experiences?

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CX SOLUTION

Revolutionizing customer engagement in COVID and beyond with personalized, proactive mobile feeds

Learn about engaging your customers with proactive, mobile feeds that empower your bank to deliver a personalized, 1:1 experience to every customer with greater speed, agility and impact.

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WHITE PAPER

Optimizing your member experience with AI

Whether online, on a smartphone or in a branch, your members want a consistent, personalized experience. Learn how AI technology enables your credit union to rise to these high expectations and deepen relationships.

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