Financial institutions have been accumulating technology tools to better understand customers, track transactions, and meet the customer desire for digital engagement. But the goal of serving customers on a one-to-one scale cannot be realized if employees have to negotiate with colleagues in different departments for a report or data access.
The result is customers experiencing a disconnect when they receive offers for a mortgage they already have, or a customer service employee being unaware of their pending loan application.
Disconnected technology puts a grinding halt to maximizing your biggest asset – your employees.
As your organization increasingly focuses on digital growth, are you leveraging all of your assets to achieve your goals? We’ve compiled three steps on empowering your employees to become trusted financial advisors and create lifetime financial relationships. Read the full article now.