Training

November 29, 2018
Mystery Shop Reports are coming to Insight Exchange premium
Mystery Shopping can help your front line deliver excellent customer experiences. In the battle for consumer loyalty, it’s critical to inspect what you expect from your employees. Mystery Shops provide unbiased accountability and give you the opportunity to reinforce best practices. You only get one chance to make a good impression — Mystery Shops help […]
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Kasasa
October 12, 2018
Why a Nice Front Line Is Not Enough premium
Community financial institutions have a great reputation for providing friendly service. You hang your hat on treating your account holders as part of your family. And while that’s nice to do, it’s not enough. Consumers have had enough interactions with businesses to know that they want a great overall experience. They want to do business […]
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July 30, 2018
How Do Consumers Actually Feel About Your Service? premium
Do you know what a new customer feels when they walk into one of your branches? Are they warmly greeted and then efficiently guided to the right product for their specific needs? We can all agree that this is our mental image of an ideal interaction but spend 5 minutes browsing Yelp and you'll see […]
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Andrew Swinney
July 19, 2018
3 Ways to Improve Frontline Cross-selling premium
When it comes to cross-selling, it’s understandable that your frontline staff might be hesitant. They don’t want to feel like they’re working for a megabank that has to meet a quota for products sold. They just want to help your account holders by giving them the products they ask for, rather than “selling” a bunch […]
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Kasasa
June 25, 2018
How to Ensure Safe Online Account Opening premium
Headlines about digital security are on the rise; sophisticated identity theft schemes, corporate data breaches, and rises in mobile technology use all paint a scary picture. This leaves many consumers and financial institutions wondering what they can do to ensure safe online account openings. Here are three considerations for ensuring your online account opening is as […]
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April 27, 2018
4 Frontline Conversation Killers premium
It's hard to understate the importance of a first impression. First impressions for your institution are usually created online or through word-of-mouth, and when someone finally walks into a branch, they do so with some expectations. Your frontline staff is tasked with meeting those expectations and reassuring the consumer that they are in excellent hands. […]
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Andrew Swinney
Save the date: Kasasa Nation 2018 premium
We’re back! On October 1-3, Kasasa is hosting the annual FinTech event Kasasa Nation, a three-day gathering of executive leaders from locally owned financial institutions across the country. If you attended in 2017, you already know that Kasasa Nation is a must when it comes to conferences, and if you weren’t there, don’t miss out […]
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Kasasa
July 30, 2016
Don’t miss out on the Kasasa Gold Conference premium
Kasasa Gold Conference attendees will walk away with valuable insight from other institutions, and strategies to implement back home. Register today!
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Kasasa
May 6, 2016
How Do I Get My Frontline Staff Engaged? premium
Here are three ways to keep your frontline staff motivated and engaged so they can be a positive and effective representation of your institution.
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Kasasa
January 27, 2016
Kasasa Champions Conference: A Grass-Roots Movement premium
The first annual Kasasa Champions Conference happened November 4 – 6 here in Austin, Texas. More than 50 institutions attended, including over 100 Kasasa Champions and Executive Sponsors. The conference theme was “Championing Change,” and over the course of the event attendees explored the infrastructure and processes needed to implement and troubleshoot crucial changes within their retail sales culture.
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Kasasa