In the next phase of customer migration from branch to digital, every aspect of face-to-face and voice-to-voice interaction needs to be mapped and evaluated for digitization.
With the continuing decline of branch visits, a robust appointment setting process for both customers and sales associates is now an integral component of retail sales.
For too long, funding has been a neglected cousin in the strategic planning process. But there are storm clouds gathering — driven by rising rates, competition and increased regulatory focus on liquidity. Going forward, banks need an enterprise-wide strategic funding optimization approach.