If a new bank or credit union offered you a better savings interest rate, a slicker app and a few compelling credit card products, would you switch?
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Industry disruptors are raising the bar when it comes to meeting – and exceeding – customer expectations. Banks and lenders alike recognize the necessity to optimize the customer journey and deliver a seamless, personalized experience.
A recent study by BAI indicated that a primary focus for financial services leaders is to improve digital interaction with consumers and close gaps throughout the customer lifecycle. Furthermore, a report by Econsultancy and Adobe showed financial services leaders ranked improving the customer experience as the number one way to differentiate their organization from competitors.
How can financial services organizations ensure they have the mindset and technology in place to create personalized, relevant content and deliver the right message at the right time to the right person?
We turned to elite bankers, lenders and technology leaders to get their insight on the latest innovations and top strategies around humanizing complex financial transactions.
Technology solutions have allowed organizations to be more efficient in their marketing efforts by using intelligent automation to close the gaps along the customer lifecycle and maximize the lifetime value of their customers.
However, consumer expectations will continue to rise and there will always be another industry disruptor, making meaningful connections and consumer trust all the more indispensable. The brands that prioritize the customer, leverage their data and streamline the customer experience are the brands that will gain an edge over the competition.
Total Expert is proud to partner with best-of-breed technologies to empower banks and lenders to humanize complex financial transactions and deliver relevant, hyper-personalized content to create customers for life.
If a new bank or credit union offered you a better savings interest rate, a slicker app and a few compelling credit card products, would you switch?
Posted by: Matthew Noyes
On: August 07, 2019
Updating legacy systems and processes to improve the customer experience has never been more important than it is today.
Posted by: Total Expert Team
On: July 31, 2019
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