Financial Services

Win The Race Of Branch Transformation: 5 Strategies For Banks

A massive investment swing from digital transformation to retail networks is happening among financial institutions. Bank of America, JPMorgan Chase, and PNC Bank recently made headlines with their billiondollar investments in branch refresh and transformation programs, which impact thousands of locations across the U.S. At the same time, many financial institutions are consolidating their networks, […]

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Navigate And Win The Branch Transformation Race

Many of the world’s largest banks are investing in redesigning their physical networks to better serve their customers. As financial institutions realize the impact that branches have on customer loyalty, it has become increasingly important to prioritize the physical experience. How can mid-size or regional banks keep up? Our webinar, “Navigate And Win The Branch Transformation

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Customer Experience Transformation

Six Things That Banks Should Avoid During Customer Experience Transformation

For banks, Customer Experience (CX) transformation is full of challenges and opportunities. As markets evolve, new regulations are introduced, and financial behaviors shift, businesses must adapt and reinvent themselves to stay relevant. Drawing insights from our studies, particularly from our white papers “Overcoming Stealth Attrition In Retail Banking” in 2017 and “How Branch-Focused Customer Experiences

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CQRC

https://www.sld.com/wp-content/uploads/2024/02/SLD_CaseStudy_CQRC_Header_720.mp4 BRANCHING OUT INTO COMMUNITY A prototype design for banks that harmonizes financial service with local nature and culture. CLIENT Chongqing RuralCommercial Bank PROJECT New Prototype Branch Design RELATED SERVICE Retail DesignDigital Experiences https://www.sld.com/wp-content/uploads/2024/02/SLD_CaseStudy_CQRC_ReceptionDigital.mp4 THINK To demonstrate its commitment to the local community, Chongqing Rural Commercial Bank (CQRC) needed a modern and approachable prototype design.

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Banking Advice

The Future of Seamless Banking and Financial Advice: EU/UK vs. North America

Shikatani Lacroix Design (SLD) was invited to speak at the ebankIT Summit in Portugal on the future of seamless advice and its impact on customer loyalty in the banking sector. The presentation was based on a consumer study with a detailed comparison of the banking industry in North America and the EU/UK. It revealed nuanced

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Seamless Banking

Unlocking a World of Seamless Banking: Empower Customers at Every Step

The financial industry is transforming rapidly. From multi-channel approaches to omnichannel experiences and the rise of AI-driven seamless banking, institutions are embracing changes at various stages. This transformation is being accelerated by Europe’s enthusiastic embrace of open banking, which will shortly be followed by open finance. Together, they offer customers greater control over their financial

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How to Reduce Customer Attrition in Banking: Insights and Strategies

How To Overcome Customer Attrition? From NPS scores to customer account depth and new customer acquisition, financial institutions track a plethora of metrics to gauge the health of their business. But what if these metrics are lagging predictors of future success, and financial institutions need to focus on what is truly important? As seen on

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The State Of Banking: Achieving The Ideal Customer Experience

Building on our 2017 North American Retail Banking Stealth Attrition study and the follow-up, Measuring what Matters, in this paper we explore the state of the banking industry across the globe, leveraging insights from hundreds of thousands of respondents across three continents through Statista’s global quarterly surveys. Through enormous data, we explore the current state

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Tsinghua PBCSF Global Finance Forum 270x170

Jean-Pierre Lacroix Interview with BAI

SLD President Jean-Pierre Lacroix was recently featured in an interview for BAI, a non-profit organization offering financial insights and empowering financial leaders. Jean-Pierre was interviewed for the November Executive Report  on Digital Banking, sharing his thoughts on digital banking and new opportunities that the Metaverse provides the industry. The overall report focuses on how digital banking is

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Cash In The USA 2022

SLD conducted a study to help financial institutions think more broadly regarding the consequences of branch closure while providing insights that will empower their branch network and banking services to remain relevant. Ultimately, this answers the question: How to provide an integrated customer experience leveraging a new distribution/branch model and a best-in-class digital experience? The

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banking ecosystem photograph showcasing all channels

Why Bank Branches Are The Solution for Successful Digital Transformation in Banking

Most financial institutions continue to prioritize digital transformation and digital technology, leveraging their online and mobile platforms to reduce customer attrition caused by branch relocation and closure. As a result of this shift, many banks and credit unions have shifted from traditional banking to digital-first institutions. This change increases online and mobile customer usage and

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Bank Customer Experience Summit 2022

The Bank Customer Experience (BCX) Summit provides bank executives with powerful insights into financial trends, as well as highlight innovative technology that will assist today’s financial institutions in transforming themselves to serve consumers now and in the future. https://youtu.be/Y34v8aevTCY   TRANSCRIPT Jean-Pierre Lacroix First of all, thank you very much for joining us today. It’s

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Bank transformation

5 Interesting Ways to Humanize the Banking Customer Experience

The Banking Experience Summit recently convened leading bankers from three continents in Chicago to discuss the industry’s challenges and the future of banking. The two-day event drew more than 40 top institutions, ranging from large national and regional banks like JP Morgan Chase and Regions Bank to a diverse range of mid-sized institutions and credit

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