Keeping a client informed through good communication seems like one of the most basic things that a financial firm can do to improve customer relationships. But, more often than not, they don’t do a good job with client management. What can technology do to help retail banks improve their customer relationships?
How are financial firms using technology to give their financial advisors and their clients access to more robust financial information and provide greater investment transparency?
How are retail banks changing the role of traditional branch staff from “tellers” to customer service agents capable of generating new business, and what role has technology played in this critical transition?
Bank Systems & Technology Oct. 14, 2014Bank Systems & Technology's new Must Reads is a compendium of our best recent coverage of customer analytics. Learn what big data means for banks, meet Wells Fargo CDO Charles Thomas, find out how to connect with your Gen Y customers, and more.