Humans and Customer Engagement The digital conversation is still very much a dominant one in financial services. Even as attention turns to market tumults and recession-proofing, the ability to serve clients in a digital world remains a key imperative for the country’s institutions. That’s likely because executives by this point realize that nailing the digital …
Banking and Customer Lifecycle Banking providers today are getting serious about the customer funnel. In fact, according to CSI’s 2022 Banking Priorities Survey, the top two priorities for US banks for the current year are digital account opening and customer relationship management (CRM). This makes a lot of sense, as winning and retaining customers has become …
Banking Enhancements and Data As banks look to improve experiences for customers, there’s no question that data is front and center. In fact, it appears to be at the top of the priority list for many executives — according to The Deloitte Center for Financial Services Global Outlook Survey 2021, customer data analytics is the …
