remote expert

2 min read

I’ve been using online banking for a while now. Just the other day, I had a quick question and saw “Chat Live with a representative” so I decided try it out. As I got comfortable asking a few questions, I started to want to do more. I wanted to talk with the banker. And I’d […]

3 min read

I am a millennial and my entire financial life fits in my front pocket. Whether I am setting up automatic credit card payments, paying a friend back for a dinner...

2 min read

As consumers, we have many options in how we browse, research, and purchase products today.  We expect more freedom and flexibility in how we work with retail companies. Forward-looking companies strive to improve their customers’ experiences and provide flexibility without compromising quality. However, some industries are considered conservative and rigid. Financial institutions are often seen this way. […]

2 min read

It seems like once a week I come across an article about how mobile devices will revolutionize customer care. To some degree, the articles all share a theme: “Make your life simpler with anytime anywhere access to… your bank, insurance provider, even a doctor. These articles are chock-full of facts and figures. They tell us […]

4 min read

I recently returned from a Financial Services Summit event in China, where I discussed trends in an omnichannel delivery strategy with an audience from 30 banks. A central part of my discussion was the notion that things are not changing, they’ve already changed. Consumers across the globe have a heavy appetite for digital services. Digital […]

3 min read

Nearly a year ago, I wrote a blog titled, “Mayday for Insurance and Financial Services,” where I detailed how next-generation customer experience capabilities, such as virtual interactions between business experts and customers, are transforming business processes – such as the “Mayday” button technology offered on Amazon’s Kindle Fire HDX. The purpose of that blog was […]

3 min read

You order a movie online and additional suggestions pop up, based on a deep knowledge of your likes and dislikes. You plan a vacation and similar suggestions appear, reflecting your...

2 min read

It’s that time of year again! On November 12-14, the Cisco Financial Services team will be attending BAI Retail Delivery 2014. This year, we’ll be showcasing exciting solutions for the Digital Bank — innovations that provide seamless, cross-channel engagement and meet escalating consumer demands while reducing operating costs, and increasing sales within your institution. Cisco […]

3 min read

In my last blog, I continued the discussion about the 24-hour bank and how banks must transition from the physical business model to the digital business model. As part...