Author Posts

Retaining the Next Generation

Numerous news articles have focused on marketing to Generation Y “Millennials”, who now have an age range between 24-41 years old. Now is the time to look to what’s coming next, the Millennial children. Members of Generation Z (or simply “Gen Z”) are beginning to enter adulthood and should be a focal point for banks. [...]

The Service of Support

Today, consumers expect more than the delivery of a product from businesses, they expect an experience. An experience that envelops every part of their transaction process, from research, to decision making, to the actual purchase, including every interaction with a member of your staff. We are longer selling products, we are selling a client experience. [...]

Front Office vs. Back Office

The terms front office and back office stem from the distinction – customer facing and support.  The front office is typically everything that is customer facing and generating revenue – the revenue or profit centers.  The back office is generally everything that is not customer facing, a cost center or an area of the bank [...]