The Financial Brand

JUNE 16, 2021

By focusing on four primary channels, financial marketers can create better customer experiences and increase profitability. The post 4 Fast Fixes to Improve Your Financial Institution’s CX appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Customer Experience 27

Customer Experience Banking Trends Analysis Trends 27

The Financial Brand

NOVEMBER 23, 2021

Known for its superior branch service, the big regional is rebuilding its brand experience virtually. The post What Financial Institutions Can Learn from TD Bank’s Marketing Playbook appeared first on The Financial Brand - Banking Trends, Analysis & Insights. The bank's CMO reveals key tactics.

Marketing 35

Marketing Banking Trends Branding Regional 35

The Financial Brand

SEPTEMBER 17, 2020

The post Research Reveals Path to Improved CX Satisfaction Scores in Banking appeared first on The Financial Brand. Traditional and direct financial institutions do well with websites and mobile apps but other factors impact loyalty and revenue far more.

Branding 43

Branding Mobile Branch Strategies Customer Experience 43

The Financial Brand

NOVEMBER 17, 2021

Banks should leverage the shift to digital options by building a hybrid distribution network that uses human engagement to improve experiences. The post Banking Must Combine Strength of Humans With Power of Technology appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Technology 42

Technology Banking Trends Analysis Trends 42

The Financial Brand

DECEMBER 14, 2021

The post It’s Time to Empower a Mobile Workforce in Banking appeared first on The Financial Brand - Banking Trends, Analysis & Insights. The future of work in banking will become detached from physical facilities and become increasingly mobile enabled.

Mobile 43

Mobile Banking Trends Analysis Trends 43

The Financial Brand

JANUARY 31, 2021

The post What GameStop Can Teach Banking About Digital Disruption appeared first on The Financial Brand. GameStop provides lessons for the banking industry on digital transformation and potential impact of a distrusting community.

Community 43

Community Branding Industry Branch Strategies 43

The Financial Brand

JUNE 25, 2020

Reports from banking's front lines as branches reopen paint a different picture from the usual predictions about consumer banking behavior. The post How People’s Changing Habits Will Impact the Future of Branch Banking appeared first on The Financial Brand.

Branding 43

Branding Report Branch Strategies Customer Experience 43

The Financial Brand

APRIL 12, 2020

The post Bank Branches: There’s No Going Back to Pre-COVID Days appeared first on The Financial Brand. The coronavirus has sharply altered consumer banking habits forcing financial institutions to rethink the future of the in-person channel.

Branding 43

Branding Branch Strategies Customer Experience Strategy 43

The Financial Brand

NOVEMBER 7, 2021

The post 14 Surprising Projections on the Future of Banking appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Research on the future of banking finds that most changes in the future of banking will be evolutions of the more recent past.

Banking Trends 43

Banking Trends Analysis Trends Branding 43

The Financial Brand

SEPTEMBER 14, 2021

The highly digital yet personal strategy of one community institution points a way forward. appeared first on The Financial Brand - Banking Trends, Analysis & Insights. The post The ‘Primary Financial Institution’ Concept Is Dead… Now What?

Banking Trends 43

Banking Trends Analysis Strategy Community 43

The Financial Brand

DECEMBER 27, 2020

Chatbots may one day dominate CX, but for now these centers are essential for both sales and service as branch interactions trend lower. The post Why Contact Centers Are a Key Part of a Human+Digital Banking Strategy appeared first on The Financial Brand.

Strategy 42

Strategy Digital Banking Trends Branding 42

The Financial Brand

AUGUST 10, 2020

The post Gen Z Likes Banks Over Big Techs While Shunning Branches appeared first on The Financial Brand. But for these tech-savvy consumers trust is as important in their banking as convenience.

Branding 42

Branding Branch Strategies Customer Experience Strategy 42

The Financial Brand

FEBRUARY 22, 2021

The post Why Bankers Won’t Ditch Branches, Despite Explosive Digital Growth appeared first on The Financial Brand. New data, earnings presentations and interviews with bank and credit union leaders and other experts pinpoint key in-person banking trends.

Banking Trends 41

Banking Trends Trends Branding Data 41

The Financial Brand

FEBRUARY 7, 2021

The post How Huntington Bank Has Quietly Become a Digital Powerhouse appeared first on The Financial Brand. But they overlook a midwestern institution that gives away little to the megabanks in retail banking.

Regional 41

Regional Branding Retail Branch Strategies 41

The Financial Brand

OCTOBER 21, 2020

Branch traditionalists' may have gotten more digital channel mojo during the pandemic, but many would happily return to the 'old normal.'. The post Rethinking Branch Networks Without Killing Sales or Jeopardizing Growth appeared first on The Financial Brand.

Branding 40

Branding Branch Strategies Customer Experience Strategy 40

The Financial Brand

MARCH 25, 2020

Now it's hotter as the technology is used as a branch alternative. appeared first on The Financial Brand. The post Will the Pandemic Catapult Mobile Video Banking Into the Big Time?

Video 40

Video Mobile Branding Technology 40

The Financial Brand

JUNE 30, 2021

For the banking industry to transform from a branch-based model to a digital ecosystem requires technology, collaboration and a focus on experiences. The post Future of Branches Debated in a Transformed Digital Ecosystem appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Banking Trends 40

Banking Trends Analysis Trends Branding 40

The Financial Brand

MARCH 17, 2020

The post Coronavirus Forcing Financial Institutions to Revamp Contact Centers appeared first on The Financial Brand. Impact hits training, technology, resilience and operations as consumers seek answers. Home-based agents and gig workers are two options.

Training 40

Training Branding Operations Technology 40

The Financial Brand

NOVEMBER 3, 2020

The post Digital Wellness Tools Embraced by Financially Stressed Consumers appeared first on The Financial Brand. Fintech apps now face stiffer competition as large financial institutions have upped their game. But will the rest of the industry keep pace?

Tools 40

Tools Branding Fintech Industry 40

The Financial Brand

JANUARY 31, 2022

As a record number of bank branches are shuttered, those remaining are reimagined for greater efficiency and improved experiences. The post The Future Role of Branches Is More Uncertain Than Ever appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Banking Trends 40

Banking Trends Analysis Trends Branding 40

The Financial Brand

OCTOBER 8, 2020

a digital app tightly tied to in-person experience. The post Inside the Strategy Behind BofA’s Digital Life Planning App appeared first on The Financial Brand. Looking to cement its dominance in retail banking, Bank of America created Life Plan 1.0,

Strategy 40

Strategy America Branding Retail 40

The Financial Brand

FEBRUARY 18, 2020

Banking dilemma: In-person visits are down, yet people still value branches. The post The Future of the Branch Experience appeared first on The Financial Brand. Is more technology the answer? Or re-trained employees?

Training 39

Training Branding Technology Branch Strategies 39

The Financial Brand

MARCH 8, 2020

The post Why Millennials and Gen Z Love the Biggest Financial Institutions appeared first on The Financial Brand. Younger adults want both technology and personal support from their banking provider. Right now, the megabanks are best at providing both.

Millennials 39

Millennials Branding Technology Branch Strategies 39

The Financial Brand

AUGUST 30, 2020

Senior executives reveal eye-opening digital growth statistics as the megabank unveils new mobile banking features and branch and ATM plans. The post Why BofA, not Fintechs or Amazon, Should Keep Bankers Awake at Night appeared first on The Financial Brand.

Fintech 39

Fintech ATM Branding Mobile 39

The Financial Brand

APRIL 30, 2020

The post Gauging the Post-COVID Winners and Losers Among Banks & Fintechs appeared first on The Financial Brand. Exaggeration? Maybe, but can any institution afford to wait and see?

Fintech 39

Fintech Branding Branch Strategies Customer Experience 39

The Financial Brand

AUGUST 26, 2020

Study shows: Even with lobby restrictions still in place, most new consumer checking accounts at community institutions originate in-branch. The post Branches Bounce Back with Strong Retail Sales After Initial COVID Hit appeared first on The Financial Brand.

Retail 39

Retail Study Community Branding 39

The Financial Brand

JANUARY 24, 2021

Two big banks warn customers they will shut accounts to protect staff and other customers as coronavirus tensions mount during new lockdowns. The post Closing Customer Accounts for Violating Mask Mandate: Fair or Foul? appeared first on The Financial Brand.

Branding 39

Branding Branch Strategies Customer Experience Leadership 39

The Financial Brand

JULY 18, 2021

The post Interactive Teller Machines Crucial in the Digital Banking Age appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Banks and credit unions are taking a closer look at ITMs not only for drive-through use, but as a low-cost way to expand their footprint.

Digital Banking 39

Digital Banking Banking Trends Analysis Trends 39

The Financial Brand

MARCH 29, 2020

With branch access limited and customer questions swelling, mobile chat with the bank's personal bankers has jumped sharply. The post Umpqua’s Human+Digital Platform a Perfect Fit for COVID Challenges appeared first on The Financial Brand.

Branding 39

Branding Mobile Branch Strategies Customer Experience 39

The Financial Brand

MAY 13, 2020

The post What Reopening Plans Reveal About Retail Banking’s Future appeared first on The Financial Brand. Covid-19 comeback: Sampling of financial executives plus views of two Georgia bankers suggests a 'return to normal' will be anything but.

Retail 38

Retail Georgia Branding Branch Design 38

The Financial Brand

SEPTEMBER 20, 2020

appeared first on The Financial Brand. Having some type of bank account with Amazon, Google or Walmart appeals to young adults, but many prefer to open checking accounts in person. The post Gen Z Says They’re Eager to Use a Big Tech for Banking – But Will They?

Google 39

Google Branding Branch Strategies Customer Experience 39

The Financial Brand

DECEMBER 22, 2020

The post Online Appointment Setting Will Become the ‘New Normal’ in Banking appeared first on The Financial Brand. Its impact extends beyond safety to new account growth and more.

Online 38

Online Branding Branch Strategies Customer Experience 38

The Financial Brand

JULY 6, 2020

Regional bank wrestles with branch role as digital soars and virtual meetings take on more of the advisory work. The post Citizens Bank CXO Details How COVID Has Changed Retail Banking appeared first on The Financial Brand. Data and agility are keys.

Retail 37

Retail Regional Meeting Branding 37

The Financial Brand

JULY 29, 2021

The post Are Branch Staff Prepared as Offices Become ‘Advisory Centers’? appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Understanding consumers' financial concerns and tailoring advice to those worries means more than sales quotas, J.D Power finds.

Banking Trends 37

Banking Trends Analysis Trends Branding 37

The Financial Brand

OCTOBER 19, 2020

appeared first on The Financial Brand. Trust provides an edge over challenger banks, but things could shift quickly post pandemic, making it critical to have a clear digital plan. The post COVID Has Given Traditional Banks the Upper Hand: Are They Blowing It?

Branding 37

Branding Branch Strategies Customer Experience Innovation Strategies 37

The Financial Brand

JANUARY 10, 2022

The post What Needs to Change to Fix Banking’s Totally Busted Sales Model appeared first on The Financial Brand - Banking Trends, Analysis & Insights. So far, most financial institutions' efforts to provide value-added guidance have failed. Five changes are needed to turn things around.

Banking Trends 37

Banking Trends Analysis Trends Branding 37

The Financial Brand

NOVEMBER 3, 2021

For institutions, ITMs help with staff shortages, market growth and branch efficiency, but few consumers use them. The post What It Will Take to Have Interactive Tellers Catch On with Consumers appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Those that do, like them.

Banking Trends 37

Banking Trends Analysis Trends Branding 37