When clients walk into your branch today, how are you helping them navigate through life's financial journey? Are they openly sharing their goals and interests and asking you for advice on the right products and services for their unique aspirations? Or do you feel like you're playing a game of 20 questions just to figure out what they really need?
Even in a financial institution, talking about money can get a little uncomfortable... which means striking up conversations with clients about their goals and products can be challenging. What's more, declining in-branch transactions have created fewer opportunities for staff to connect with clients face-to-face — so staying relevant and engaging clients more effectively is more important than ever before.