Results for : financial services

Customer Experience (CX) Trends in Financial Services in 2021

It's the busiest shopping season of the year, and companies are working hard to get you to spend your hard-earned money on the goodies they offer. Banks and others in the financial services industry are competing for your cash, too, even though they've got a slightly different goal. What do…

Uncovering Key Insights to Increase Customer Satisfaction in Retail Banking

On November 10, SoGoSurvey hosted a webinar titled “Uncovering Key Insights to Increase Customer Satisfaction in Retail Banking.” The webinar explored the key drivers of the customer and member experience and how they can help financial institutions to optimize engagement and boost satisfaction and loyalty. Challenges facing financial institutions Today’s…

All in the Family: Learning (and Unlearning) Fiscal Habits

Whether we like it, love it, hate it, or go to therapy to understand it, our families generally pass down their habits, beliefs, and that seemingly endless supply of gym bags from the 90s (if you’re my parents). Unlike your height or the color of your hair, those habits, beliefs,…

Banking on Gen Z: How the Financial Services Industry Must Adapt

Like everything else, the COVID-19 pandemic has changed the banking industry. Along with the adjustment to the new normal we have all experienced, the banking industry also had to adjust to the incoming generation, Gen Z. So how do banks attract members of this new generation and keep them? We…

How Can Financial Services Firms Better Protect Employee Mental Health?

The finance sector is renowned for its brutal hours, challenging lifestyle, and the enormous compensation that comes with it. In recent years, it has also repeatedly come under the spotlight for failing to acknowledge the dramatic effect of the job on employee mental health. A group of 13 first-year analysts…

Giving Credit Unions the Credit: 3 CX Lessons for the Digital World

Wondering how to inspire customer loyalty and create brand champions? Take a page from credit unions’ member satisfaction handbook! The debate between credit unions and big banks is endless, but there can be no doubt that if you’re looking for a more authentic, personal experience every step of the way,…

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