Rethinking Customer Service in Banking: What Research Reveals About What Customers Really Want

Generated by AI, prompted and edited by Maxwell Chalkin, EVP, Managing Director and Chief Digital Officer

Customer Service Week is October 6-10, and it is a moment to celebrate the teams who make banking more human. But it’s also a time to reflect: Are banks truly listening to our customers? Are they designing service around their needs—or are they instead making assumptions?

Post-Merger Opportunities: Maximizing the Value of Newly Converted Customers

By Laura DeLaCruz, Vice President, Business Development Officer & Chief Client Services Officer

In a bank merger, the weeks and months following conversion weekend are critical moments in the timeline. After the systems have been integrated and accounts converted, the focus needs to shift to maximizing the value of these new relationships. With the right strategies, acquiring banks can use this transition period to enhance loyalty, deepen relationships and increase profitability.

Social Media Influencers: Bridging Banks and Gen-Z

By Jackie Berkoff, Project Manager

Born between the mid-1990s and early 2010s, Gen-Z is the first generation to grow up entirely in the digital age. Members of this generation have a reputation for being tech-savvy and relying on social media for information and entertainment. For banks looking to connect with this demographic, leveraging social media influencers presents a powerful strategy to increase brand awareness and trust.

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