Customer Relations

Banks Are Missing an Opportunity to Double-Down on Data

At my day job, I’ve always tried to hammer home to community banks and credit unions that data is the key to customer service. Specifically, utilizing customer engagement data points across all channels, financial institutions can better serve and protect customers by identifying cross-channel fraudulent behavior.


Preaching the Value of ‘Ultra Touch’ Banking

By Jacqueline Nasseff Hilgert

Editor’s Note: Leann Stessman, 35, is the Minneapolis-based chief operating officer of Park State Bank, Duluth, Minn. Stessman, a 2016 Outstanding Women in Banking honoree, an annual recognition by BankBeat magazine, is charged with overseeing daily operations of the rapidly growing Park State Bank along with the integration processes that follow an acquisition. BankBeat editor Jackie Hilgert caught up with Stessman recently to learn more about the bank’s recent growth.


Establishing a Financial Planning Offering: A How-to Guide for Banks

By Jay McAnelly

As customers save for children’s college expenses, prepare for retirement and manage their finances through other life stages, there is a real opportunity for community banks to help them reach their financial goals. In fact, a recent study from J.D. Power reveals that 78 percent of U.S. retail bank customers are interested in receiving financial advice or guidance from their bank. Community banks can position themselves to meet this need by making financial planning a part of their offering. In addition to driving customer satisfaction and loyalty, it can also create new sources of revenue and growth. If you’re a community bank leader contemplating ways to build out a financial planning capability for your customers, here are three strategies to get started.


Winning in the Digital Age: A No-Nonsense Guide for Banks

By Jessica Cheney

The banking industry is in a time of tremendous digital transformation. The question today is what are the big steps banks need to undertake in order to meet the unique challenges of their customers and win business.


Keep Calm and Market On

By Alaina Webster

When considering how to connect with current and prospective customers, many banks turn to events. Host an event on launching a startup business, maybe win yourselves a few more small business loans. But hosting an event and hosting an event well are two different things, something Kelly Bauer, associate director of the Bank Holding Company Association knows from experience.

  • Sign Up

  • Categories

  • Archive

Software: Kryptronic eCommerce, Copyright 1999-2019 Kryptronic, Inc. Exec Time: 0.065436 Seconds Memory Usage: 3.799858 Megabytes