Today’s increasingly demanding and connected customers expect your company to touch base frequently, but only with relevant and genuinely useful communications. To create these personal connections for their many thousands of customers, businesses are recognizing the need for customer communication…
Category: Blog
Stop “Bad Bills” at the Source to Improve Customer Experience
Does your utility want to boost customer satisfaction and reduce costly customer service calls? Then perhaps it’s time to take a deep dive into your billing exceptions – how often they happen, why they happen, and how to drive down…
Engaging Customers with Data-Driven, Personalized Design and Targeted Messaging
As a utility, you recognize the importance of taking every opportunity to connect meaningfully with your customers and make a positive brand impression. But, despite recognizing the importance of CX, many utilities haven’t yet considered how their bill design and…
Does Your Payment Solution Meet Customer Expectations?
Is your utility keeping up with the rapidly-changing payments industry? Customers today expect a level of convenience and availability in their transactions that would have been unthinkable just a few years ago.
Increasing Healthcare Quality with Accessible Documents
Is your healthcare organization accessible to the estimated 26% of the population living with some kind of disability? Chances are good that your physical premises have a host of accommodations in place for these individuals.
Why CRM needs to be in your tech budget
The era of digital transformation in banking offers both new opportunities and new competitive threats for credit unions. In response to the ongoing emergence of FinTechs and digital banks, and the increasing expectations of tech-savvy customers, credit union leaders are seeking practical…
Getting Started with Digital Accessibility at your Financial Institution
Is your financial institution accessible to the estimated 26% of the population living with some kind of disability1? Chances are good your physical premises, like your branches, have accommodations in place for these individuals. But if you haven’t taken a…
Change Management and Encouraging Adoption: the Cultural Shifts Needed for CRM Success
The shift to using CRM isn’t just about choosing the right technology. For the best results, CRM needs to be implemented – and used – across your whole organization, which means a cultural shift is necessary, or the success of…
Customer Communication Management; Meeting Today’s Challenges, Planning for the Future
For many financial institutions, customer communications can become an afterthought. If account statements and e-statements, email notifications, and other routine communications are sent to customers in an accurate and timely manner, then leadership is satisfied and may just not give…
Adapting for the Future with CRM
Modern financial CRM isn’t just a point solution for marketing or front line service. Deployed enterprise-wide, it can be the engine that powers your digital transformation and helps your bank or credit union reach essential strategic goals.