Self-Service in Banking: 4 Easy Ways to Deliver the Experience Your Consumers Expect
We live in an on-demand, self-service world. Consumer expectations have changed as our brains have been rewired. We demand the ability to consume content, binge-watch media, browse catalogs with the scroll of a thumb, shop with two-day delivery, catch a ride on the fly, and multitask while speaking commands to a home speaker system with […]
How to Prepare for the Next Retail Trend: Buy Online, Learn In-Store (BOLIS)
One of the biggest retail trends driving growth in 2019 and beyond is in-store experiences like classes and training sessions. By revamping your omnichannel strategy, you can provide a more seamless experience between online and in-store interactions. This is especially important for savvy millennials and Gen Z consumers who want the convenience and personalization of […]
How to Add a “Schedule-a-Demo” Button to Your Website with Engageware
You’ve done the research and know your customers are savvier than ever, want personalized attention, and are raising their hand and asking to meet with real people instead of having conversations with chatbots or waiting days to weeks for a response from your contact forms. This is where the addition of a “Schedule-a-Demo” feature on […]
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 […]
Chat in Banking: What You Can Learn from 100+ Institutions
Chat, chatbots, and conversational banking are hot topics lately. We’ve researched chat among various industries and interviewed 100 credit unions and banks to better understand the current landscape of chat and where it’s heading. Delivering What Your Consumers Really Want Chat isn’t just happening in banking. It’s taking place everywhere. Chat is happening across all […]
Are Long Wait Times or Neglected Customers Hurting Your Bottom Line?
Retailers know that personalization is the key to boosting sales and gaining loyalty among a fickle consumer base. But not all brands have been able to capture shopper attention in the moment of interest, especially during the in-store experience. Engageware research from 2018 found that nearly half of survey respondents found it “difficult to get […]
How to Deliver on the Promise of Personalized Appointments
Maybe you’ve been chasing a sales lead for months and finally confirmed a meeting with a stakeholder who can make or break the deal. Alternatively, you may be a retailer offering one-on-one appointments with VIP customers for services that range between consultations to preview nights. Regardless of who your customer or prospect is, booking the […]
Financial Advisors: Avoid These Business Killing Mistakes
What growth killing mistakes are you making with your financial advising business? Trying to handle everything on your own is not scalable and could be costing you opportunities and negatively impacting your customer relationships. In this interview with Jason Hill of Client Focused Advisors and host of the podcast Shrimp Tank Boca Raton we discuss: […]
The Rise of the Customer Champion in the Age of Automation
Automation has been suffering from a bad reputation problem lately. This is especially true in the retail sector where a recent survey indicated 2 out of 3 retail workers fear technology will overtake many of their job duties. But there’s a much more optimistic tone among industry insiders and analysts. The World Economic Forum, the […]
How Financial Advisors can Grow Their Business
How can financial advisors grow their client base and increase inbound prospects? With a combination of networking, marketing, referrals, and technology. Jason Hill, President, and Founder of Client Focused Advisors and host of the podcast Shrimp Tank Boca Raton joins us to talk about how financial advisors can grow their business. In this interview we […]
Why Every Credit Union and Bank Website Needs a Prominent Search Bar
As a company that works with over 350 banks and credit unions and is continuously evaluating their websites for self-service best practices, it’s astounding to see how many bank and credit union websites are missing a fundamental element of website UX — a simple yet prominent and easily accessible search bar — with strong on-site […]
How to Marie Kondo Your Calendar
If you spent winter curled up on the couch binge-watching TV, there’s a good chance you’ve seen Netflix’s “Tidying Up With Marie Kondo.” In the show, the domestic goddess of decluttering walks Americans through the process of embracing minimalism, and only keeping items that spark joy. While her method might seem like it’s best put […]