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The Customer Experience: 14 Ways To Better Understand Your Bank Customer

South State Correspondent

The reality is that banks don’t think from the customer’s perspective enough. The customer experience is horrible for many bank processes. Bankers often think from the bank’s perspective or from the regulator’s perspective. Stop Thinking About the Customer and Think LIKE the Customer.

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The Customer Experience: 14 Ways To Better Understand Your Bank Customer

South State Correspondent

The reality is that banks don’t think from the customer’s perspective enough. The customer experience is horrible for many bank processes. Bankers often think from the bank’s perspective or from the regulator’s perspective. Stop Thinking About the Customer and Think LIKE the Customer.

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The Holy Quest for CRM in Anytown, USA

Gonzobanker

When Calvin DoRight founded the bank in 1948, delivering exceptional customer service was his dream. It’s time we embark on a journey to modernize and invest in a powerful customer relationship management system!” You see, several of these good-hearted bankers had fallen under the influence of Gerald A. Thomas proclaimed.

System 134
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The top lending & credit risk blogs of the year

Abrigo

As 2023 winds down, community banks and credit unions have worked hard to attract new customers and members and retain existing ones by streamlining processes and improving the end-user experience. Abrigo's blog covered these and other subjects in 35 credit and lending-specific posts this year.

Lending 221
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Moving on from your construction loan spreadsheet

Abrigo

Takeaway 2 Improve the customer experience with a better system and faster turn around times. Takeaway 2 Improve the customer experience with a better system and faster turn around times. Takeaway 3 Manage construction loan risk better with more accurate and up-to-date data. Those days have passed.

Lending 195
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36 Hours at Fintech Meetup: Three Themes from the Las Vegas Event

Gonzobanker

It happened this week: Fintech Meetup , one of the newer trade events that brought 4,000 or so fintech and banker types to Las Vegas. The experience felt akin to entering a mosh pit but instead of musicians, you are in it with bankers and entrepreneurs and there are chairs. He likened it to regression testing.

Las Vegas 147
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For faster loan origination, stop doing this

Abrigo

How to close more loans by speeding up lending and credit analysis Seeking a quicker loan origination workflow is worth it. Takeaway 2 Better, quicker loan origination can support a financial institution's growth goals and please customers or members as well as staff. Learn where to find opportunities for improvement.

Lending 221