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How Banks and Credit Unions Are Getting Serious About Culture Change and Employee Engagement

Integrity Solutions

With employee turnover one of the most serious internal threats credit unions and banks face today, many forward-thinking financial institutions are taking a hard look at their organizations culture and opportunities to change. Coaching is what makes the culture transferable and sustainable. Who Needs Workplace Coaching?

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How to Achieve Personalization in Banking Contact Centers

Balto

From chatbots and mobile apps to self-service libraries and loan calculators, the current number of available self-service channels for customers of banks and financial institutions has become unrivaled. Here’s how to achieve heightened personalization in financial services contact centers. Prescriptive Personalization.

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4 Ways Banks Can Hyper-Personalize Customer Experiences at Scale

SharpenCX

Banks and credit unions are no exception here. Banks have long been struggling to keep up with digital customer experience expectations. In a world where digital trends and mobile apps are the norm, many banks are still playing catch up. It’s time for banks to take their customer experience to the next level.

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Zenarate AI Coach Transforms How Agents Learn and Perform Through Natural Language AI Simulation Training

CSM Magazine

With Zenarate AI Coach, customer and prospect-facing agents master the skills necessary to succeed in their role before their first live interaction. “Simulation training is the most powerful form of learning, from pilots learning how to fly a plane to surgeons practicing before operating on live patients.

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How to Take Your WFM to the Next Level

Call Design

How we understand our agents often comes from our KPIs and their metrics. We define our agents as “top producers” or “needs coaching”. As they build these banks of credits they are then empowered to decide if going to the yoga class is worth 4 credits, when it took 4 VTO hours to earn those credits. Dan Smitley.

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How to Capture Untapped Opportunities to Multiply Bank Profitability

Integrity Solutions

Successful banks recognize that “the customer” isn’t just an external entity. Under-met client needs are one of the greatest fears and frustrations every senior bank and credit union leader has, especially now, with other banks’ products and services only a click or two away from the customer. Part 2 in a blog series.

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How Making Customer Wait Reveals How Internally Focused Your Organization Is

Beyond Philosophy

For example, I waited from 5:15 am until noon in a crowd of 100 people deep for the King’s coach to go by during King Charles III’s coronation. A bank in the UK called First Direct specializes in telephone or virtual banking. We also have a more practical set of guidelines for how to make waiting more pleasant.

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