Podcast

Improving the Experience for Customer and Employee Connection

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People want to connect with their financial institution when, where and how they want. But, many FIs are struggling to tie digital and physical interactions together, resulting in a poor cross-channel experience and frustrated staff. Katherine Regnier, the CEO of Coconut Software believes that giving staff the tools they need to deliver great personalized service across any channel is the key to driving growth. She discusses:

  • How customer expectations have changed
  • Common problems FIs face when interacting with customers
  • The ways that customer frustrations impact the employee experience
  • How better customer and employee connections create opportunities to grow the business