When it comes to current messaging, most FIs promote Alexa skills and proprietary chatbots as convenient ways to access basic account information and conduct simple transactions, but in the future we’re likely to see greater emphasis on customer relationships and consumer engagement.
Financial brand onboarding and welcome kits can be disorganized and non-cohesive and often contain too many inserts. Instead of building the brand, they can dilute it. There's a better way to create a customer relationship with a terrific brand experience.
Bank websites with responsive design improve the customer experience, so when M&T relaunched its website, it heavily promoted that the new site "works across devices." We like this approach: regional banks not only need to provide excellent service but also show customers they can compete with top banks.
What can your favorite brand teach you about bank marketing? We’re willing to bet it boils down to a customer experience that can’t be beat.
Banks need to create better onboarding experiences, warns ABA Bank Marketing. In a recent article citing retail banking data, Sean McDade writes, “Your newest customers are the most unhappy and the most at risk.”
Let’s face it. Figuring out health plans can be intimidating. With this in mind, HAP set out to refresh its New Member Welcome Kit to better reflect its commitment to helpful, customer service. The Welcome Kit needed to speak to new members in a friendly, reassuring tone and provide clear instructions on how to take […]
While Amex Express Checkout certainly isn’t the first online payment solution, it does offer one distinct benefit: users can complete their purchases by simply entering their American Express account login.
While the long-awaited transition to EMV chip cards is taking shape, one thing is immediately clear: customers are not aware how to use their new chip-enabled cards in the new readers, and it is falling on the cashiers to educate them.
These kinds of customer communications are legally required. Simple is just like every other bank: it has to notify its customers. But Simple isn’t treating the task like every other bank.
While most payers have mobile apps, the question is whether or not they meet consumer needs and expectations. Without discounting the value of apps that provide users with easy access to relevant tasks and functions, insurer apps can be more than utilitarian. They have the potential to do more than mimic desktop portals.