These days, account holders have the ability to interact with financial institutions and conduct their transactions from just about anywhere — at home, on the beach or halfway around the world. As banks and credit unions evolve to offer more services via a greater variety of self-service touchpoints, whether mobile phone or laptop or ATM, the individuals in charge of self-service operations — the solution owners — become true brand ambassadors for your financial institution. In this role, according to Bob Williams, director of marketing technologies for Harland Clarke, these solution owners are responsible for three key areas.download pdf
When it comes to customer engagement, most firms are actually lost on how to connect with their current and potential audiences in any meaningful way with a more personal approach — one with a more human element and one that feels like you’re more than just a number in a database.
Love him or hate him, it’s clear that President Trump has made undoing regulatory reform to the financial industry a key priority of his administration. Nowhere is that more evident than with Dodd-Frank and the Consumer Financial Protection Bureau (CFPB). But depending on which stories you hear, changes range from complete revocation to minor tweaks around the edges.
Pick one. The figure 18 billion represents: The number of hamburgers sold by McDonald’s® last year. The number of coffee drinks sold by Starbucks® last year. The number of checks...