Top 4 Trends for Improving The Banking Customer Experience in 2020
With so many predictions and trends swirling around, we’ve picked the top 4 banking trends we think are most important for banks and credit unions to pay attention to – and act on – in 2020. Note – They don’t involve blockchain or FinTechs, but rather key, yet manageable tweaks you can make to improve […]
Turn Automated Appointment Scheduling into Productive Meetings
As more meetings go online or are held on the phone due to the current health pandemic, there’s going to be virtual meeting fatigue. But there are ways to avoid common pitfalls and turn scheduled interactions into productive exchanges. Being prepared, keeping everyone focused on the agenda, and ensuring that each meeting is as personal […]
Beyond Appointment Scheduling: How to Improve Your Pipeline Automation
4 tips to overcome common barriers and grow your pipeline A robust pipeline is always important, but it takes on even greater importance now in an era of uncertainty, where sales decisions will undoubtedly face delays. One of the first ways that sales members traditionally meet and connect with prospects is through a virtual or […]
5 Must-Haves for Effective Banking Knowledge Management Software
A common issue afflicting many banks and credit unions is knowledge management. Policies, procedures and employee guides are hard to find, follow, and use — and even harder to manage. The situation has become exacerbated with many banking employees working remotely amid the Coronavirus crisis, and therefore no longer as easy to rely on asking […]
Retail Will Look Different After COVID-19, Here’s How to Plan for the Recovery
The retail world, like everything else, is different than it was a month ago. Thousands of retailers have been forced to close brick-and-mortar operations as social distancing orders to combat COVID-19 took effect. Consumers, shut indoors across the country, have changed the way they shop and interact with retail brands. As stay at home orders […]
As Banks Deal with Rush for SBA Loans, Customer Service and Appointment Scheduling is Key
Small businesses in need of urgent financial assistance from COVID-19 disruptions are looking to banks for help. Specifically, there is a rush to apply for loans under the Paycheck Protection Program. The $349 billion small business loan program, part of the CARES Act, was launched last week, but a confusing set of guidelines from the […]
Engageware’s Essential Banking Package Offers Banks and Credit Unions a Quick-Start Option for Online Scheduling
In response to overwhelming demand for a scheduling solution that’s quick to implement, but still powerful enough to balance COVID-19 restrictions and a coming surge in banking demand resulting from the CARES Act, Engageware created the Essential Banking Package. Here’s why. An Immediate Need to Revamp Operations While most of the nation is shut down […]
6 Ways Online Scheduling Can Help Higher Ed Stay Connected While Campus is Closed
Like everyone, for those in Higher Ed, the world looks dramatically different than it did just a few weeks ago. COVID-19 has forced the closure of colleges and universities across the nation, canceling in-person classes in favor of online distance learning. More than 14 million students and thousands of professors and administrators are now navigating […]
Why Digital Channels Are Critical for Supporting Your Banking Customers During COVID-19 and Beyond
As individuals and organizations, we’re all navigating a sea of uncertainty surrounding COVID-19. Banks and credit unions are not exempt, and are being forced to make tough decisions that balance the need to protect employees and customers, while providing much needed support and service. Thankfully, investments in digital banking technology are enabling banks and credit […]
Is Voice Technology the Next Customer Service Trend for Credit Unions?
Credit unions and retail banks are facing uncertainty in how to respond to customers efficiently in a time of a global health pandemic. Given the current move to service customers through digital means whenever possible, one of the trends we think is worth revisiting is voice technology for credit unions. While smart speaker adoption is […]
Using Virtual Client Meetings to Your Advantage in the Age Of COVID-19
Let’s face it. Today’s headlines are a little scary. COVID-19 and the global pandemic has caused significant change across every citizens life. Whether people face the hard task of being self-quarantined at home to the average high school athlete’s spring sports season being entirely canceled, people have to deal with the “new normal” while health […]
4 Major Impacts of Poorly Written Policies and Procedures
When policies and procedures are not easily accessible, not written with an end consumer in mind, and not consistent across channels and branches, it negatively impacts knowledge management. Read on to learn the four major negative repercussions that can affect a bank or credit union. Compliance One of the major issues with inconsistent policy and […]