Financial Advisor Best Practice Q&A with Dan Girard
Girard Financial Group is an independent investment and insurance services financial advisory firm based in Millbury, Massachusetts. President and Founder Daniel F. Girard Jr. LUTCF says, “Many of our clients retain us to be their personal CFO. We do that through a mix of professionalism and outstanding service to both individuals and small to medium […]
Consumers Want to Meet with a Bank Associate
Though today’s hot conversations revolve around the “digitization of everything,” what Engageware’s latest research reveals is that consumers are actually looking more and more to in-person interaction. Engageware recently surveyed 2,064 consumers about their banking experiences, perceptions and behaviors. Nearly half (43%) of respondents indicated that they visit their branch 10 times per year or […]
Top 3 Banking Call Center Best Practices
Do you work in or manage a call center at a bank or credit union? If so, you know the many challenges that come with effectively and efficiently answering every customer call – questions spanning the vast array from tech assistance to products and services offered at your financial institution. Proper knowledge management for your […]
Customer Spotlight: C Spire
Earlier this month we highlighted our work with one of our great finance customers, Logix Federal Credit Union. The post gave an overview of the problem Logix was facing, why the company turned to Engageware, and how we helped address the issue. Now it’s time to dive into a different industry with another great customer […]
Customer Spotlight: Logix Federal Credit Union
Engageware is privileged to work with leading brands – we’re proud to help our great group of customers improve in-person service and deliver a true “concierge” experience for their clients. This week we wanted to take a closer look at the work we’ve done with one of our great banking customers, Logix Federal Credit Union. […]
Employees First: Equipping Employees with the Skills to Deliver in Today’s On-Demand Economy
Consumers now want on-demand help, whether it be for car service or making a purchasing decision, and today’s leading companies are shaping this expectation by providing this help immediately, no matter what channel. These organizations are setting the bar very high for customer experience as they provide affordable help in real-time. This concierge-like service model […]
How to Eliminate Scheduling Headaches this Tax Season
Did you know that the “typical” accountant works 60 hours per week during tax season? Three things will help you make the most of your precious time: Get control over your schedule Simplify the process of coordinating client meetings. Group client meetings into blocks of your day to avoid context shifting Fact: The annual tax prep […]
Time and Control: Financial Advisors’ Most Valuable Assets
Most advisors complain they wish they had more control over their time and work schedule. “Doing More with Less,” – a fascinating FPA 2014 Time Management and Productivity Study found that of 750 advisors surveyed: Only 13% of advisors feel in complete control of their time and 10% in complete control of their businesses; over […]
How to Keep Up with an On-Demand Economy
Last Friday, Engageware had the privilege of having Rackspace Futurist, Robert Scoble and Crowd Companies Founder, Jeremiah Owyang, join Engageware’s CEO for a webinar on the On-Demand (Concierge) Economy. The webinar panelists discussed drivers for the on-demand economy and how consumers today expect services and goods at their fingertips. Per the discussion, leading companies are […]
What is Driving the On-Demand, Concierge Economy?
The Concierge Economy is defined as disruptive brands (such as Uber) providing information at consumers’ fingertips (mobile or web), then providing the service (such as taxi service) instantly, at a reasonable cost. Uber, a ride-sharing service founded in 2009, is now valued at over $50 billion dollars with a presence in 58 countries and 300 […]
How To Fix Your Bank’s Intranet and Boost Productivity
The majority of banks and credit unions today face a crippling and pervasive problem that is impacting every area of their business — from efficiency to employee productivity to revenue — and most negatively affecting front line staff that deal directly with customers (not employees). What’s the issue all these banks and credit unions have? […]
What’s in Store for 2016?
For many in the retail world, the months leading up to NRF’s Big Show last week were exciting, action packed, and consumed by show prep. The hard work paid off: the event was a great success, with many informative sessions to attend and interesting booths to visit. But now, as NRF excitement finally wanes, it’s […]