Scheduling Your Way to a Better Customer Experience
Retail trends move quickly, but one that has staying power, and for good reason, is a focus on customer experience (CX). One major pillar for CX in 2019 is the link between personalization and engagement rates. Industry groups including the National Retail Federation found that this year brands are prioritizing “both the online and in-store […]
Why Appointment Scheduling Is a Universal Banker’s Best Friend
Branch transformation is at the forefront of retail banking efforts and it’s estimated that U.S. banks spent nearly $10 billion in 2018 to make these digital and in-branch conversions. Though much is happening behind the scenes, customer-facing technology enhancements and resource planning adjustments are the biggest changes that customers are likely to notice. Most notably, […]
Highlights from BankWorld 2019: The Future of Banking
We attended BankWorld, the Connecticut Bankers Association bank show at the Mohegan Sun Casino. When we weren’t taking your questions & answers at the booth (come find us at other conferences this year), we attended some great sessions on trends in the financial realm today. One of the most resounding sessions was presented by Bruce […]
3 Ways Personal Lending & Mortgage Institutions Can Attract & Retain High Value Clients
While 2019 is forecasted to usher in an acceleration of digital transformations and added online services for retail mortgage lenders, the in-person visit is still the preferred transaction method for nearly half of banking customers when making major financial decisions. And when it comes to community banks and credit unions, industry leaders stress the need […]
Here’s what Gen-Z and Millennial Shoppers Really Want in 2019
The holiday shopping numbers from 2018, the strongest in six years, indicate retail sales are healthy. But as we slide into a quieter shopping period, as well as more uncertain economic times, the urgency to keep Millennials and Gen-Z engaged is top of mind for retailers of all types—from big box stores to beauty brands. […]
Choosing the Right Knowledge Base for Your Bank or Credit Union
There comes a point in time when every bank or credit union searches for a solution to serve as a central repository for information. Often times this begins with a search for knowledge bases. As important an endeavor as this is, we’ve put together this blog post to help you mitigate your search, and a […]
How To Create A Truly Personalized Retail Experience
As we prepare for NRF2019 in New York, we wanted to share this fascinating interview from the CMO On-The-Go podcast on the emerging technologies that impact real-world business and consumer interactions. Are we experiencing the retail apocalypse? Are chatbots becoming the desired consumer experience? Are we still seeing e-commerce battling with in-store operations? Below is […]
4 Things to Consider When Searching for an Employee Intranet for Your Bank or Credit Union
Alternatives to Passageways OnSemble and Microsoft SharePoint Finding the right employee intranet can be an immense endeavor for a bank or credit union. Microsoft’s SharePoint and Passageways OnSemble are often the first to make the list, but may not be the ideal fit for all banks and credit unions. In this blog post we’ll guide […]
Year in Review: Our Top 10 Blog Posts of 2018
With just days left to go in 2018, we thought it was the right time to take a look back at the blog posts and topics our readers loved most this year. In case you missed them, here’s a quick Top 10 list. Enjoy, and we look forward to bringing you more engaging content in […]
Transform the Chaos of Holiday Returns Into a Loyalty Building Opportunity
A better way to manage return season with personalization and intelligent appointments The 2018 holiday season holds a lot of promise for retailers. According to Deloitte’s annual holiday forecast, everyone from discount brands and big box stores to purveyors of luxury goods is expected to ring up more than $1.10 trillion sales, with about $134 […]
4 Ways A Centralized Knowledge Base Will Improve Your Employee Training Program
Reduce onboarding time, decrease employee frustration, ensure consistent delivery, and quantify effectiveness. A centralized knowledge base is at the heart of successful employee training. In this post, we outline four ways it can transform how your financial institution trains, retains, and ramps up frontline employees for success — so you can spend less time […]
Five Retail Trends to Watch in 2019
The good news is retail sales continue to rise month-over-month. With a strong economy and low unemployment, sales are forecasted to remain strong throughout 2019, though the rate of growth is expected to slow. However, there are grayer skies ahead in the long-term. Forrester and other research organizations predict that a slowing economy is inevitable, […]