Category

Improving Customer Experience
Any business owner can tell you that one of the challenges of handling a large amount of currency is finding a cash management solution that guarantees precision and accuracy every time, decreasing the margin of error and ensuring future success for the business. Cash recycling is often this solution for many. This retail management system...
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Processing and handling cash is an everyday occurrence in most banking and retail settings and something that may not get a lot of second thought. From accepting transactions to counting and balancing registers, there is a lot of work that goes into processing cash. More recently, cash management processes have been revolutionized with the introduction...
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How do you make a financial brand more friendly and personal? That’s a question banks and credit unions have wrestled with forever. But the challenge has only become trickier in the Digital Age. It’s exceedingly difficult to humanize any brand in online channels — particularly in the banking industry. That’s why brick-and-mortar branches where people...
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Technological advances have changed consumer expectations, where satisfaction is measured in a matter of seconds, minutes, or, in the worst case scenario, hours. These is an increasing culture of immediacy that has impacted how people want to engage with their financial institution. Are you ready? No longer just a luxury, speed has quickly made the...
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It’s clear the decline in branch transactions has big implications for branch staffing and organizational roles. Most branches today need only universal bankers, who can perform both sales and service transactions. But many banks are stuck with an old, outdated model where historically defined roles dictate staffing, rather than the demands of customer arrivals. Here’s...
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Part 1: Staffing Much has been written, discussed and spent on the topic of Branch Transformation over the past few years.  Yet, with all the exploration, experimentation, and evaluation, no single formula for success has emerged. Financial institutions continue to search for answers appropriate to their individual organizations. Tech suppliers continue to say they can...
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Predicting key trends in any industry—and financial services is no exception—means taking to account uncertainty, reality and possibility. In some years, that might as well demand a deft touch with a crystal ball (and we don’t mean the one that just dropped in Times Square). Yet 2018 begins on a very favorable note. The economy...
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