Resources

How To Support Your Banking Customers During the COVID-19 Crisis | Plus, a FREE Support Answer Template

How To Support Your Banking Customers During the COVID-19 Crisis | Plus, a FREE Support Answer Template

As the events of the last few weeks unfold, there is no questioning it  — we have found ourselves in an unprecedented situation – locally, nationally, and globally. The changing tide of the COVID-19 pandemic has set forth widespread economic, health, financial, and lifestyle changes, and it seems that no business, industry or sector remains…

Read more
Financial Brand Article – What Banks & Credit Unions Can Learn From Netflix About Digital Support

Financial Brand Article – What Banks & Credit Unions Can Learn From Netflix About Digital Support

As featured on the Financial Brand in June, 2019: Financial institutions of any size can implement small steps used by Netflix and other e-commerce rock stars to ease the load on contact centers, especially when live chat is used. Equally important, these steps lead to significant opportunities to cross-sell consumers who clearly have indicated an…

Read more
Thriving During a Merger, Mobile, or Online Conversion

Thriving During a Merger, Mobile, or Online Conversion

Is your institution prepared for the stress of a conversion? Banking is evolving… quickly. Keeping up with the expectations of today’s consumers involves some hefty initiatives that, inevitably, will stress your staff – and your customers. Mobile conversions Online Banking conversions Rolling out new features and upgrades – Online Account Opening, Mobile Deposit, Bill Pay…

Read more