The Universal Customer
In today’s rapidly transforming technology environment, financial institutions (FIs) must think beyond businesses or individuals as a customer and truly see them as a Universal Customer. A Universal Customer is someone who has been empowered with such an excellent banking experience that they want to stay with that one FI for all their financial needs. While Universal Customers deeply trust their FIs, they also have other expectations for service, including, speed, simplicity, and accessibility.
To attract, retain and grow these valuable Universal Customers, financial institutions must use digital mobility, artificial intelligence, automation and data analytics to learn more about what customers want at different stages of their financial lifecycle.
