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Greenwich Associates Interviewed 214 companies, 77 small busiensses and 137 mid-sized companies about their borrowing practices, the importance of bank industry expertise & talent acquisition and management.
Banks that limit their customer experience management (CEM) programs to “front-office” or customer-facing staff are not addressing every element that affects customers.
While many banks and financial institutions cite loyalty or customer experience as top strategic priorities, surprisingly few firms are fully realizing the potential value from their programs.
Open APIs are an excellent example of how technology, banking and even the regulatory environment are converging, changing the way banks...
Bank RMs are getting better at providing advice to middle-market banking clients. Banks that excel in this increasingly critical area dominate... 
An increase in the willingness of U.S. small businesses to use new providers is giving banks an opportunity to grow their franchises—if they can protect... 
A combination of changes, including: rising interest rates, a less zealous regulatory environment, tax cuts, and overall optimism among business owners ...

Employee Alignment

27 January 2017
Even organizations that spend significant resources on customer experience management (CEM) programs often focus their efforts exclusively on front-line staff and procedures while excluding back-office and other non-customer-facing functions.
How small and mid-sized businesses prefer to interact with their banks.
Small and mid-sized businesses preferences regarding their foreign exchange use including fees and bank rates, digital use and satisfaction with their FX providers.

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