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Help Us Help You: How Providing Content Feedback Helps Everyone

Posted by Molly Mantei

Wed, Dec 19, 2018 @ 11:00 AM

 

Are you one of the 72% of American online consumers who would prefer to find the answer to your question on a company’s website rather than call or email the company? If so, this post is for you.

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Topics: Customer Experience, Relationship Management, Credit Unions, retail, feedback, banking, customer satisfaction, Jack Henry and Associates, awareness, consumer

Sales Strategies: Learning to Thrive on the 5 Ms

Posted by Patrick True

Fri, Nov 02, 2018 @ 07:00 AM

 

The way we treat our clients and prospects determines how successful we are in exercising any long-term sales strategy within our organizations. As our mothers told us, “minding our Ps and Qs” goes a long way toward creating strong relationships. That’s just the beginning, though.

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Topics: Customer Experience, Relationship Management, Commercial Lending, customer satisfaction, sales, business management

Take the 2018 "Retention Visit Challenge" to Boost Your 2019 Results

Posted by Patrick True

Fri, Oct 19, 2018 @ 07:00 AM

 

There are no traffic jams along the extra mile.– Roger Staubach 

Those of us who have spent most of our careers in commercial lending realize that there are typically two peak seasons during the typical calendar year. These are April – June and September to mid-November. By mid-November, many lenders are following the lead of their business clients and starting the holiday slide into to year end.

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Topics: Customer Experience, Relationship Management, Commercial Lending, banking, customer satisfaction, fintech

True Community in Financial Services

Posted by Danny Payne

Wed, Oct 03, 2018 @ 11:00 AM

For those people that know me or follow me on social media … I am a long-time Cleveland sports fanatic. Outside of the 2016 NBA Championship by the Cleveland Cavaliers, it has been a life of suffering through some heartbreak and some bad teams. The team I love and give the most to is the Cleveland Browns. I am laughed at, the target of jokes, and often just asked, “Why?”

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Topics: Customer Experience, Credit Unions, small business, customer satisfaction, consumer, banks, Football, Community, relationships, Information Technology

Convenience or Connection? FIs Need Both.

Posted by Hannah Day

Wed, Aug 22, 2018 @ 11:00 AM

In a rush to meet customer expectations when it comes to digital banking, automation, onboarding, and analytics, many FIs have mistakenly chosen convenience over connection. The result? A tremendous disconnect between cutting-edge functionality and making connections with customers in meaningful ways. Now, FIs are scrambling to repair the rift.

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Topics: Customer Experience, automation, customer satisfaction, digital banking, Digital Generation, onboarding, Analytics

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