On October 5, BAI will launch its all-new BAI Beacon conference, and the Engageware team will be there in Chicago to share how we help leaders in the financial services industry create conversations that drive their business.

Events such as BAI Beacon are a great opportunity for attendees to discuss best practices with colleagues and gain fresh insights about how best to serve their customers with solution providers—such as Engageware—that can help them solve the challenges of attracting and retaining customers.

One of the topics we’re sure to discuss at the show are the results of our recent State of Retail Banking Executives Report. We surveyed 100 C-level banking executives and 2,000 consumers to identify what each group thinks about the level of customer service banks are providing.

Interestingly, the results showed that more than half of consumers feel that their banks don’t know them as a customer. Fortunately, half of the C-level bank executives surveyed, say they are focused on improving this situation. They indicated that customer experience solutions are a top investment area for them in the near future. Clearly, banks have more work to do, but the trend seems to be moving in the right direction.

These survey results reflect a larger trend affecting many industries: how to provide a first-class experience to every customer, every time.

So here’s the challenge: Will financial services companies figure out how to deliver a “We’ve been expecting you” level of service to their clients and customers? How can banks, credit unions and other financial firms offer an outstanding customer experience 24/7, 365 days per year?

Come visit Engageware this week at BAI Beacon and learn how your organization can implement our industry-leading, enterprise SaaS solution for customer engagement, led by our pioneering financial advisor appointment setting capability. Let us help you create conversations that drive your business, by increasing customer interactions with a full, omnichannel experience.

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