BAI Banking Strategies Executive Report

Raising the customer engagement bar


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Whether using customer data to address pain points and forge seamless experiences—such as with opening accounts online—or creating a mobile app that thrills community bank customers, 2019 has all the makings of a year when innovative institutions take great leaps forward. In this executive report, we touch on the many paths financial institutions can take to achieve excellence.

Articles in this report include:

Channeling greatness: Mastering the touchpoints of the omnichannel customer experience
Giving customers more control over how they bank begins with providing the tools they need, especially to open new accounts.  

Goodbye entanglement, hello engagement: Seeking a new way to measure success
Every financial institution wants deeply involved customers. But to get there, banks need to dig deeper to deliver great experiences.

Closing the mobile banking gap
Major banks once had a huge lead on community and regional institutions. Here’s how to change that—and even surge ahead.

Three ways to deliver first-class customer engagement
As the needs and wants of customers evolve, financial services institutions must evolve with them.

Five steps, sure bets on the road to customer experience success
Delighting customers begins with mastering the data and leveraging your best tech to makes their lives easier.