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Insights that
drive results

Posts tagged with "customer experience"


Customers Are Switching – Is Your FI Safe?

How to switch-proof your financial institution by putting the customer experience first in your RDC offerings Lines. A generation ago, standing in line was routine for almost any sales or service-related activity: Checking out at the grocery store. Buying a ticket at the movie theater. Getting a cab from the airport taxi rank. Checking into…

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2018 Technology Forecast for a Better Onboarding Experience [ON DEMAND WEBINAR]

The customer experience has solidified itself at the top of the podium as a competitive differentiator and deal breaker. If onboarding is one of the first impressions treasury management clients get of their bank, it makes sense that many banks are eyeing up the lofty idea of re-engineering their current processes. Over the past few…

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What’s on the Agenda for DX18?

Can you believe fall is here? You’re probably diving into Q4 and all the hours of planning, forecasting, and analyzing that go into prepping for next year. We know you’re busy, but don’t forget — Deluxe Exchange 2018 (DX18) will be here before you know it! You’ll notice quickly when you visit the Deluxe Exchange website that…

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Using Machine Learning to Maximize Customer Acquisition and Retention

Two mothers sit on a park bench, watching their offspring on the playground. Mom No. 1 observes to Mom No. 2, “Your son is very intelligent.” Mom No. 2 sighs, shakes her head and responds, “Yeah, but he’s not interested in learning.” This vignette perfectly encapsulates the relationship between artificial intelligence (AI) and machine learning….

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Are You Communicating Your Advocacy to the Consumers Who Benefit from It?

Plenty of research underscores the value of loyal customers who advocate for your financial institution. They tend to purchase more products, do more business with you and help grow your business through referrals. But is your Institution giving customers the same consideration? Is your bank advocating for them and, just as important, do your customers…

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Tech Can Help Deliver the Humanized CX Consumers Want

No one wants to feel like just a number, not even when they’re dealing with an industry that lives and dies by numbers. Yet too often, bank customers feel like their satisfaction and financial well-being just aren’t that important to their primary financial institution. A Gallup survey found that more than a quarter of bank customers who had…

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Data Can Be Key in Improving Your Customer Experience

Imagine a chef who has leading-edge cookware at his disposal, top-of-the-line appliances and virtually limitless access to the most delicious, exotic, and exciting ingredients imaginable. You would think he has everything he needs to serve guests at his restaurant the most amazing meal they’ll ever eat. Except he’s missing one key element — an element…

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