Category: Customer Communications

“Give me six hours to cut down a tree, and I’ll spend the first four hours sharpening my axe.” Abraham…

Let’s be honest, on the surface, data can be dull. However, data gets exciting when it becomes actionable. At this moment, you likely have ever-expanding volumes of data and digital documents, and in their rawest forms, they just sort of exist. Digitizing this data and its connected documents, creates opportunities to activate the data, making it more meaningful to users and your institution.

Everything from categorizing purchases to enable smarter budgeting to optimized searching that helps identify trends that could alert fraud becomes possible. In these ways and many more, unlocking data’s potential can bring significant improvements to your processes and your customers’ experiences. Because of its inherent potential, digitizing your documents has shifted from a nicety to the norm for many financial institutions. In this article, we’ll share numerous ways it can become the key to gains in efficiency, growth, and customer satisfaction.

Before we go too far, let’s take a moment to define digitization and explain how it differs from digitalization.

If you have been following automotive industry trends, you’ll know that electric car market growth has been exponential over the past few decades. According to IEA’s Global EV Outlook 2024, electric sales grew 35% between 2022 and 2023 alone.

Did you know that in the NBA, the home team wins 62.7% of the time? In Major League Soccer (MLS), that number is 69.1%. For many reasons, it’s easier to win on your home turf or court.

It may be the ultimate paradox of our time. Technology has enabled us to be more connected than ever before, yet we communicate less and less personally, with friends, family, and with our customers.

Think about the brands and businesses you admire.  For many of them you can probably identify elements that raise the experience and ultimately work to keep you loyal.

If you do a quick search of almost any insurance website or marketing piece, you will find the word “trust” in prominent use.

Are you curious how Customer Communication Management (CCM) can enhance the creation, organization, and delivery of outbound communications, including personalized customer communications? 

Technology has unlocked innovation and opportunity in so many areas of modern life, including in the insurance industry. 

Branding is essential to making your business stand out as a unique and recognizable entity.

Have you seen an uptick lately in the number of members asking about high-yield savings accounts? Does it seem more than coincidental? Do you recognize the name Tori Dunlap? Your clients just might.

The delicate balance between regulation and customer satisfaction has proven a challenge for many mortgage lenders.

Admit it, as humans we enjoy that feeling when someone knows us – whether it is the waiter who anticipates our order or the bookstore clerk who understands just what types of stories we love to read.

From interactive contests to festive holiday events, these 10 unique bank marketing ideas are designed to connect your financial services to noteworthy, community-focused initiatives.

The end of the calendar year through early new year is a busy time for businesses, nonprofits, and government agencies alike.

In this article, we’ll cover digital experience best practices and how to improve your bank’s customer service in the digital realm.  

Monthly billing is a critical part of the customer experience for utility providers, but the billing experience is often just an afterthought.

For financial institutions, success often grows from a delicate balance of maintaining efficient business operations while cultivating customer growth and satisfaction.