Finance

As the finance industry becomes increasingly digital, many companies are looking to grow the value of their brick-and-mortar locations. By providing additional services and client care, people can improve their money management with positive in-person experiences. With this goal, finance managers are constantly looking for ways to upgrade their businesses. One option for financial organizations…

  People used to stay with their banks for decades, watching their money grow and using financial institution services whenever they needed help. However, today’s customers want change. They switch banks every few years, they want different services, and they are willing to go where the best options are. This has left banks scrambling to…

When people walk into a bank, credit union, or financial institution, they need assistance. They are looking for information, guidance, and support regarding one of the most important things in their life — their money. In recent years, branches across the country have been experimenting with new ways to get visitors the support they need…

Most finance institutions are so focused on marketing to potential customers and bringing people into their offices that they forget to create a positive in-branch experience. Your customers might read old magazines or play games on their phones when they could be learning about your services and discovering better ways to invest their funds. One…

As digital banking and online apps continue to draw customers from traditional brick-and-mortar locations, financial institutions are changing how they interact with customers. More banks and other businesses are turning toward experiential finance with personalized service and a welcoming exterior. A bank isn’t just a place to store your money; it’s also a home for…

Without realizing it, a few small factors can dramatically affect your day. A rude driver can put you in a foul mood, or the smell of donuts can convince you to treat yourself. Your whole day could be decided just by a few minor stimuli. Your customers are no different. When they walk into your…

Customers use all five senses during their purchase processes, even in a bank. They visually evaluate how the bank looks and consider how the space smells and feels. If they’re standing for too long or a desks feel sticky, they’re going to notice. Customers even pay close attention to the sounds they hear. And, what…