How to Build a Workforce Scheduling RFP for Banks & Credit Unions (With Free Template)If your bank or credit union is still managing workforce schedules with spreadsheets, legacy systems, or inflexible tools, you're not alone, but you are falling behind. In...
There Is No AI as Long as You Have Things on Paper It's time to revisit another nugget of wisdom and insight from The Office. In Golden Ticket, while doing his best to emulate Gene Wilder's Willy Wonka take, Michael Scott falsely accuses Dwight of being the architect...
Appointments Aren't Enough: Build Smarter Customer Interactions In a world where digital convenience is expected, banking institutions can no longer afford to treat appointments as mere calendar events. banks should be investing in intelligent interactions,...
Branch Productivity: How to Reclaim Over 300 Hours a Year Internal audits are critical—but they don’t have to be time-consuming. In a 40-branch network, the inefficiencies of manual processes, scattered documentation, and disconnected workflows can quickly add up....
Coming from a retail background, I’ve worked at the corporate headquarters of two specialty retail clothing brands, overseeing communications and training for store leadership teams. In both roles, the mission was clear: sell by serving. Every customer who walked into...
45% of Americans say they value a personal relationship with their banker. It’s time to ensure frontline staff are consistently developed to reflect that importance, not just in the way they handle transactions but in the way they handle people. If you’re banking with a financial institution that treats you like a valued customer, make sure you take the time to appreciate it.
Devouring Ina Garten’s "Be Ready When the Luck Happens" I’m currently immersed in Ina Garten’s new memoir, “Be Ready When the Luck Happens.” It’s not just a read; it’s a delightful experience that’s hard to put down. Ina is such an inspirational figure, and her...