EJ Kritz June 30, 2020 0 Comments

Often one of the biggest struggles for organizations is how to convert passive clients (or worse, completely disengaged clients) into raving fans. I think fondly of an organization I’ve worked with that wrestled with the idea of

As acceptance of technology continues to expand and financial transactions previously reserved for exclusively being performed in-person at branches are being done virtually through online banking or mobile apps, the importance of delivering a satisfying experience to

Consumers are adopting electronic methods of payment in their daily lives, and the resulting blend of checks, cash, ACH, and other forms of electronic payments are often the primary focus of discussions around change in the banking

Many banks, financial services organizations, and credit unions seek new and creative methods to better understand their customers’ needs, wants, and behavioral patterns. To provide a truly outstanding customer experience and to truly understand their prospects’ and

The most successful, competitive banks and credit unions continually strive to find new ways to better serve their customers, and provide them with a truly outstanding customer experience. Many banks are finding that differentiating themselves, while keeping

Having an excellent product is an important aspect of a successful business, of course. But what happens when a company focuses all of their time on perfecting their product, and not enough time on their customer experience?

Managers wear many hats. When you look at their to-do lists, training their employees may not be at the top of the list, but it really should. There are a variety of excuses that managers use to avoid

Today’s banks and credit unions are constantly seeking new ways to better serve their customers and provide them with a superb experience. However, many are finding it increasingly difficult to differentiate themselves while keeping servicing costs as

As consumers increasingly adopt electronic methods of payments in their daily routines, the shifting mix of cash, checks, ACH, and electronic payments methods are often top-of-mind when discussing changes occurring in the banking and payments industries. And

Jessica Hamel September 6, 2017 0 Comments

As banks, credit unions, and financial services organizations look for ways to better serve their customers, many are seeking new and innovative ways to better understand their customers’ wants, needs, and behaviors. Increasingly, this means the use