Credit Unions Connect with Communities
One of the greatest privileges of working in our advisory role is getting to know the people who run community financial institutions...
"You want me to do what?"
“So, let me get this straight. You want me to open new accounts, complete personal loans, AND process transactions?” We’ve heard this all...
What are consumers really thinking?
We’ve employed the same service vendor for almost a decade. The service has been moderately priced, and we’ve received moderate quality...
How easy is it to do business with you?
We’ve all seen pictures of ultra-modern branches with Jetson-like features. Many can be mistaken for coffee houses or Apple stores with...
“Coming soon to a location near you!”
Setting aside any arguments for brick & mortar expansion vs. online/mobile growth – I think we’ll all agree that it’s an exciting time...
Uncovering hidden trends and patterns: Three reasons why ‘data-driven’ matters
We use the word “data-driven” [a lot!] to describe the strategic recommendations we provide to financial institutions and retailers. And,...
Employee engagement is contagious...
Your employees are typically the first contact customers have with your institution. It is your one chance to make a great first...
Is your branch location convenient?
Providing convenience for your customers includes being easily accessible. Sometimes this means being embedded in their mobile device...
What do we mean by 'convenience'?
While we spend much of our days thinking about convenience in terms of customer and member experience at financial institutions, I had...
How do I choose where to test technology? (Part 5)
Choosing the branch at which to conduct the pilot and purchasing the technology are truly just the first steps in the process of...
