We are living in unprecedented times. We see and hear that phrase so often, I fear we may have become desensitized to its power. I…
Posts published in “Planning”
Banks are no strangers to a good ole fashioned crisis. In fact, every year, it seems like something catastrophic happens – from the Capital One…
I’m Your Customer and You Don’t Know Me In our work with banks, we still hear some employees asking the wrong question: “What product or…
Apparently, tis the season for massive mergers in the financial services (FinServ) sector. On the vendor side there’s the Fiserv/First Data, FIS/Worldpay, and TSYS/Global Payments…
Imagine this scene: As customers walk into your branch or call in for help, your staff has been trained to think, “I wonder what pain, dream or goal…
Financial services organizations have traditionally utilized virtual private networks (VPNs) to connect remote locations and/or to deploy new apps. Until rather recently, VPNs were the…
Customer Communication Management; Meeting Today’s Challenges, Planning for the Future For many banks, customer communications can become an afterthought. If account statements and e-statements,…