This 2-part blog series explores the reasons mobile technology will be the key to redefining the branch experience in the coming few years. For a review, Part I is here. Let’s begin our second installment with a discussion of:
We have all the digital tools to enable employees to do their jobs. But they’re opaque to the customer, and if—God forbid—our customers saw them, their anxiety would skyrocket when they saw all those fields and boxes. Not only are few of these tools designed to engage, and be shared with, clients, they’re not even designed to be mobile. But, as noted earlier, our clients are busier than ever. We know they’re more comfortable in their own homes or in low-stress locations like a coffee shop (or a branch that looks like a coffee shop!), and the comfort of these environments allows them to open up and share more information—and be more receptive to advice.
So, let’s focus on getting out from behind the big walnut desk and into a comfy sofa, but still be just as—if not more—efficient, and better engage with clients.
To that end, here are a few guiding principles for your mobile innovation journey:
If any of this has sparked some interest, and you want to learn more about how you can make these concepts a reality ay your company, please feel free to reach out to us, or contact me directly at [email protected]. We’d love to help you get started.
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