Managing a financial institution means you’re continuously changing your processes to adapt to industry and market changes. No matter how well your business is doing, there are always ways to improve procedures. That’s why we’re dedicating a whole week to equipping you with leadership tools that will help you make your institution even more successful.
Introducing our first ever Builder Week. We’ve discovered the best way to increase adoption for products like Kasasa Saver and Kasasa Protect is to motivate your team to use Builder on a consistent basis.
When introducing a new tool to your institution, it’s important to keep your team motivated and excited about the change. We’ve found that when your service representatives are committed to using Builder, you have the potential to generate more non-interest income, while also ensuring customers enjoy their account opening experience.
From November 7 to November 11, we’ll be providing you with the tips and tools you need to use Builder to its full advantage.
What is Builder?
Builder is an interactive tool that empowers the consumer to choose the best Kasasa account for their lifestyle and preferences. To help your institution be successful with Kasasa products, Builder is already included in your Kasasa package!
By allowing account holders to build their own account and choose their own add-ons, Builder enables your institution’s service reps to seamlessly cross-sell other products you offer (no more pushy, uncomfortable sales pitches!). And since the account opening experience is driven by the new account holder, the consumer feels the satisfaction of creating a personalized account package.
Join us for Builder Week
Because we’ve seen the positive impact Builder can have at community financial institutions, we want to equip you with resources to maximize the power of Builder. We’re creating special content for you to take back to your service reps and provide the tools they need to be even more successful. We’ll share our tips about how to get your team consistently using Builder and how to hold them accountable through Builder-focused content and resources for management.
What are the next steps?
First, add Builder Week to your calendar (Nov. 7-11). Then, look out for our Builder Week email reminder to learn how you can access new content and resources for management. Take what you learn back to your service reps to empower them with new strategies. With these tools, your team will provide consumers with the great experience they’re looking for and have the opportunity to drive more non-interest income.
If you have any questions about Builder Week, feel free to email our product team at email@example.com.