Thinking Outside The Vault

Two of Kasasa’s Retail Experience Managers give us a peek behind the curtain on three actual Mystery Shop phone calls with community financial institutions. They analyze what’s working, what’s not, and what you can do to help your front-line staff offer a first-class experience to prospects and account holders alike. Before you click “play” on the podcast, we suggest you start with the YouTube link below (it’s a clip from NBC’s The Office).

Excerpt from S5:E7 - NBC's The Office: https://www.youtube.com/watch?v=1QQBB3cwNM0

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In part two of our discussion with Kasasa’s Chief Innovation Officer John Waupsh, we examine a fundamental perspective shift that community financial institutions face as well as some specific areas where consumer expectations just aren’t being met. Now is the time to take stock of your data operation and make changes.

Resources:

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Digital Banking Report

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Kasasa’s Chief Innovation Officer John Waupsh sets out a clear pathway to success for community financial institutions: one that is paved with consumer data. In this two part episode we cover look at how data management is changing the competitive landscape and the practical day-to-day operations of banks and credit unions. 

Resources:

The Kasasa Exchange

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Although most community financial institutions may not think of reward checking as their first (or best) weapon in the battle for deposits, it probably should be. In part two, Kasasa CCO Greg Wempe unpacks what makes reward checking such a useful tool and how community banks and credit unions can use it to hedge against a volatile market.

Community banks and credit unions are looking for ways to grow their deposits despite the uncertain economic outlook. The conventional approach to deposit growth may still fall short of the true competitive threats. Bank and credit union leadership have options, but they need to start with rethinking how they assess the competition. Kasasa CCO Greg Wempe lays out his recommendations.

Every marketer and CEO wants to know whether their marketing ROI is positive or not. That requires diving into the wild world of attribution and traceability. Kasasa's VP of B2C Marketing, CW Warwick talks about working with community financial institutions to provide the cutting edge technology and data analysis they need.

Corporate social responsibility (CSR) is the new trend in marketing. Learn from companies who have gotten it right — and who have gotten it wrong.

Even in a digital world, service matters. We sat down with Melissa Thinger, our VP of Retail Experience, to discuss the importance of mission statements in a consumer’s experience.

How can your institution succeed in a fluctuating market? We break down the current state of the economy and how you can stabilize your strategy with our Executive Strategist, Patrick Murphy.

Megabanks and neo-banks are hungry for every account holder they can lay their hands on. As an executive strategist Jessica Webb is one of the people that Kasasa sends in to help community banks and credit unions identify their goals and map out a strategy for making it happen.