Author: Matt Paul
-
Keys to A New Financial Landscape Emerge – Client Experience
Technology has made our lives both easier to manage and more frustrating. Smart devices, apps-on-the-go, and access to information in the palm of your hand have become the standard. Twenty years ago, however, these resources didn’t exist. Financial institutions are trying to maintain a healthy client experience by balancing technology and human capital. This…
-
Lack of the Profitable Relationship
In banking, like any business, the relationship with your client is everything. Their business and expanded loyalty is a much sought after commodity. Many financial institutions struggle to adopt the latest technology and integrate it seamlessly into the client experience. Carefully adopting the digital tools that matter to your clients is the first step. Secondly,…
-
Purpose Determines Success with Retail Branch Placement
Financial institutions, as they should, carefully examine the return on investment and customer satisfaction averages among the above factors when determining a branch’s success.
-
Budgeting in Times of Inflation
With record grocery prices, increases in rent, soaring fuel costs, Americans are finding it hard to stretch their paycheck and stick to a budget. The solution is often tightening the budget to make your income stick around longer. Yes, budgeting is a challenge – but not an impossible one. Here are four tips for budgeting…
-
Post-Pandemic Lessons for Retail Delivery of Financial Services
Consider these five post-pandemic lessons for retail delivery of financial services.