For credit union leaders today, digital transformation is a key strategic initiative across the board. Increased competition, changing member preferences, and a plethora of new communication channels all complicate this initiative, however, as change leaders find themselves asking which transformation project to tackle first.
Category: CRM for FI
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.
Why CRM for FI 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 ways to improve their go-to-market strategies and their customer experience across all channels (including in-branch, phone, website, and mobile banking).