Building a long-term digital transformation strategy still matters. But how easy or difficult it is for clients to find, meet, and consult with your financial experts today will significantly impact your institutional growth tomorrow. Yet, it’s one of the least valued, least examined, and least optimized processes at most FIs.
Discover how clients interact with their bank or credit union for high-value financial products and services (like mortgages, loans, wealth management, etc.)
This report covers performance benchmarks, key trends, and data-backed insights financial institutions should know about their appointment experience (both in-person and online)—and how it impacts client satisfaction, staff performance, and their growth outlook for the year ahead.