How institutions are creating a digital relationship banking experience, Stanford FCU's award-winning innovation tactics...and more
July Newsletter

How institutions are creating a digital relationship banking experience, Stanford FCU's award-winning innovation tactics...and more

Client discussions

Creating a digital relationship banking experience with Texas First Bank

Robin McDougald , Chief Retail & Product Officer from our client Texas First Bank , shares with our CMO, Matt Phipps, their journey and experience in creating a digital relationship banking experience for their customers.

As Robin herself says,

"We love that we can now meet our customers when they are in the middle of a problem."

Hear the full conversation

Client Highlight

Stanford FCU wins Q2 Excellence Award in Innovation

Our client, Stanford Federal Credit Union , was honored with the Q2 Excellence Award in Innovation at Q2 Connect!

This award celebrates their exceptional use of technology to enhance member experiences and streamline operations (such as utilizing AI self-service to increase efficiency and reduce call center volume by 70% in one month)!

Watch the video below to learn how they did it.

Watch now


Blog

Local bank branches have big AI ambitions

The customer relationship will always be a critical piece in banking, but how will AI be able to free up institution staff, giving them time to help customers reach their financial goals, and not be stuck answering basic questions about recent transactions and account information?

Our client, Jackie Verkuyl Verkuyl from BAC Community Bank speaks with CNBC about the future of branches and how AI is disrupting how institutions service their customers.

Read the article


Blog

Real banking is about relationships

Banking isn’t just about - banking. There’s more to it than checking and savings, deposits and loans, HELOC’s, CD’s, and IRA’s.

Banking, real banking, is about the relationships you build with your customers and members through every stage of life.

Click the link below to learn more about unleashing the power of relationships.

Watch now



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