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Posts by Todd Weiss

11/12/2018

Re-engaging the unengaged customer

Are your customers engaged? It’s a question many in the financial industry are asking themselves lately. In the age of fintech disruption, it’s more important than ever for financial institutions to reach out to customers, to make them feel valued, and to give them reasons to give you more of their wallet. It’s an opportunity…

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06/27/2018

What’s Impacting CX in 2018

The “customer experience” is getting so much hype these days it even has its own hip moniker: CX. Why is CX the hot topic right now? One reason is because tech titans like Amazon and Netflix have completely redefined it. For Amazon, Netflix, Google, Facebook and others, CX is alpha and omega, front and center,…

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11/27/2017

It’s Time: Banks Need to Give Loyalty Program Members Access Via Mobile Apps

When was the last time you went to the grocery store, visited a library, attended a sporting event or commuted to work and didn’t see someone on a mobile device? Can’t remember? Neither can I. Mobile technology has become a critical component of American life, and banks have wisely leveraged consumers’ growing affinity for all…

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09/01/2017

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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06/14/2017

Best Practices for Onboarding Millennial Customers

By now, the entire banking industry is aware of the growing economic power of the millennial generation. In a few short years, millennials have overtaken all other generations as the largest since the baby boomers, and as the most populous in the workforce. Millennials will be the borrowers and investors of the immediate and foreseeable…

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11/23/2016

Simplification Secrets FIs Can Learn from FinTech Companies

In the ongoing contest between traditional banks and disruptors, FinTechs are looking pretty good. In fact, a recent EY global survey found 15.5 percent of consumers polled had used at least two FinTech products in the past six months. Why are FinTechs gaining so much ground? It’s not just about superior speed, convenience, flexibility and better tech…

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09/01/2016

Success Stories Come From Creating Personalized Digital Experiences

Delivering a personalized banking experience used to be a straightforward task. Greet customers by name when they walk into the branch, send them a reminder postcard when you think they’re likely to need to order more checks, alert them with a personal phone call when their mortgage payment is a day or two late. In…

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