This is the title of a recent article in the Financial Brand and in the article they also cover four areas that impact a consumer’s satisfaction level with their financial institution. They are:

  • Location Convenience
  • Ease of Doing Business
  • Transparency and Fairness
  • Security and Reputation

The vast majority of credit unions certainly excel in all four categories and we strive to help them blend the first two on the list with our Mobile Appointment Booking Tool. In action, it could be as simple as booking an appointment online or on a smartphone to come by discuss a new auto loan or HELOC, so something more sophisticated like having them see a targeted ad in a mobile app for a specific banking product, research that product, click a link schedule an appointment at the branch.

Key Takeaway: Mobile banking and branches are perfect partners in making it easy for members to conduct business with your credit union.