Gonzobanker

JUNE 22, 2017

Customer experience – Too often, we outsource customer experience design – our vendors’ system capabilities form the boundaries of our acceptance of what the customer can and will experience when banking with us. Consider making this a bank-wide, “C” driven initiative. Too seldom.

Training 89

Training Lending Customer Experience Tools 89

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. The idea is to popularize the kind of resources that only pro investors have had access to. Leveraging assets from mobile banking and moving into the customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

South State Correspondent

MAY 2, 2022

As a result, bankers love the idea of a sales funnel – put enough prospects at the top of the funnel, and a certain number of customers will fall out the bottom. Add more resources, and you get more customers. By focusing on how to create a growth loop, you have to focus on the product as much as sales and marketing.

social media 195

social media Management Marketing Resources 195

Social Assurance

NOVEMBER 6, 2020

As the bank marketer’s role continues to expand, with some areas expedited by COVID-19, opportunities need to be available to grow abilities around data, analytics, technology and innovation. By providing you the resources you need. The post ABA Uncon: It’s All About Marketing appeared first on Social Assurance.

Marketing 12

Marketing Conference Minneapolis Analytics 12

William Mills

MAY 11, 2016

Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. Race Data brought bank client on stage who is thrilled with the product, he also states that the technology gives context to bank call center employees as well. ^KT. Robert Armiak (CEO).

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. A TON of really old technology is being used in mortgage lending. In fact, Fiserv recently sold ALL of their mortgage technology to a PE firm. Grounding your organization’s digital transformation in people, processes, and technology is critical.

Security 40

Security Samsung Strategy San Jose 40

CB Insights

DECEMBER 14, 2017

We identified four larger areas where these companies set themselves apart — in design, how they launch, the customer experience they build, and how they market themselves — and found that they had stories to tell in all of these categories. Build a better customer experience: How to build an end-to-end brand.

Video 78

Video Branding Company Strategy 78