65% of consumers prefer human expertise when receiving financial advice.

COVID-19 has forced banks and credit unions to rethink and accelerate new strategies to ensure consistent customer service and maintain trusted relationships in uncertain times. And while many institutions have accelerated their shift to digital, the right mix of human interaction and technology remains critical.

A recent consumer survey found that 65% of respondents said they prefer human expertise when receiving financial advice. That sediment explains the dramatic increase in banking-by-appointment. More than one million appointments have been scheduled with financial institutions since the pandemic began.

In this webinar, you’ll hear about:

  • Lessons learned: How Associated Bank, recently named by Forbes Magazine as one of the World’s Best Banks of 2020, mitigated the pandemic’s disruption to in-person customer service that consumers expect
  • How loan departments have utilized appointment scheduling to save time and increase efficiency
  • Best practices to maintain trusted customer relationships using banking-by-appointment

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