Customer Experience

By Suchet Randhawa in Customer Experience - Sep 16, 2019

[Transcript] Embracing a Customer First Mindset: Eliminating Friction Points in your Customer Multi-Channel Journey

Get the transcript to our recent webinar to learn how evolving customer expectations and new technology trends are disrupting the financial industry.

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By Sean Wilson in Customer Experience News and Events - Sep 5, 2019

Embracing a Customer-First Mindset: Key Findings From the Panel Discussion

In our recent panel discussion, financial industry experts weighed in on changing customer expectations. Check the highlights here.

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By Sean Wilson in Marketing Operations - Aug 22, 2019

How Investing in Analytics Provides Big Returns for Banks

Advanced analytics allow banks and credit unions to gain deeper insights into big data, providing a huge ROI both now, and in the future of finance.

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By Kelly Wilson in Customer Experience Marketing Operations - Aug 5, 2019

Tracking Appointment Analytics to Improve Customer Experience

Learn to use appointment and customer data to give your organization an edge over the competition. Track appointment analytics with Coconut Software.

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By Sean Wilson in Customer Experience - Jul 10, 2019

2019 Future Branches Consumer Study: Highlights From the Report

Digital banking is on the rise, and the role of the branch is evolving. View how with highlights from the 2019 Future Branches Consumer Study.

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By Sean Wilson in Customer Experience - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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By Kelly Wilson in Digital Innovation - Jun 13, 2019

6 Steps to a Successful Technology Implementation Process

What can you do to ensure a smooth technology implementation process? Coconut Software has the 6 best steps to ensure a successful implementation.

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By Sean Wilson in Digital Innovation Marketing - May 24, 2019

4 Fintech Innovations for Creating Deeper Connections

The top 4 tech innovations in fintech emerging are turning casual bankers into devoted customers. How can banks and credit unions benefit from this trend?

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Coconut Software - Blog - Financial Boomer Crisis
By Sean Wilson in Digital Innovation - May 7, 2019

Strategies for the Impending Baby Boomer Crisis

Explore the boomer issues presented in a recent Financial Brand article, & how Coconut’s customer experience software fits into the marketing strategy.

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By Suchet Randhawa in Customer Experience Marketing - Apr 29, 2019

Banking on Millennials

Learn how the growing generation of millennials is changing the world of finance in our latest infographic “Banking on Millennials.”

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