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How-To - Banking Exchange
Financial brands that leverage affiliate and partner marketing can deliver on a host of different business objectives. Get quick wins and kickstart your 2020 growth with the following tips.
Three ways in which the bank missed out on executing a successful change
One group of clients can be overlooked that make up a significant chunk of the economy
First Foundation gives online borrowers convenience—with a live banker attached
Mutual sees success matching local deposits to local development loans
Biometrics adoption at rural bank proves easy, effective, and remarkably popular
Book Review: “Brand” means much more than logos now
Major market shifts mean banks could be the biggest channel
Simply running random “CD specials” may undermine results
Community bankers say: “Know who you are, and what you are trying to do”
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Bring a Human Connection to
Remote Banking, Insurance, and Financial Services

Remote channels have become the primary method to apply for new accounts, insurance policies, loans, and to get financial advice. But, research shows that consumers turn to channels where they can receive human help and assistance for complex financial activities.

How can organizations deliver a personal touch in a remote, non-face-to-face world? What tools do advisors and agents need to drive digital customer engagement – virtually?

Download this ebook to learn how to recreate the power of the face-to-face meeting in your to end-to-end digital processes.

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