Treasury Management (ECM)

COVID-19 Forcing Change for Financial Institutions

COVID-19 Forcing Change for Financial Institutions

The COVID-19 pandemic has forced industries around the world to reshape how they do business. To understand the effects this pandemic is having on the banking and finance industry and determine how financial institutions can combat them, we sat down with our very own Bruce Switzer, Banking and Financial Services Principal, and Marty Gulewicz, Banking and Financial Engagement Manager, to talk about what they are seeing within the banking and financial landscape since COIVD came into play. 

Five Things You Forgot About Client Onboarding

Five Things You Forgot About Client Onboarding

First impressions count, and unfortunately, 40% of consumers have been disappointed with their initial banking onboarding experience to the point where they abandon the process altogether. Banks have gotten complacent with their onboarding process. With so many changes in consumer behaviors, industry trends and technology offerings, it’s easy to put new client onboarding on the back burner.

Five Ways Banks Screw Up Client Onboarding

Five Ways Banks Screw Up Client Onboarding

First impressions count. That’s why the client onboarding process that banks provide has to be good. If a client has a bad experience with your bank while they’re trying to become a customer, what does that tell them about the rest of the experiences they’ll have? In a competitive market, banks have a lot to lose if their first impression isn’t an impressive one.