News Topic: Client communications

Documents shed light on how two brokers overseeing trainees allegedly called hundreds of phone numbers on Merrill’s Do Not Call list. ... Read full article

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism. ... Read full article

The industry has an opportunity to build deeper relationships with members right now by communicating in a proactive and empathetic way. ... Read full article

The results of the American Banker/RepTrak Survey of Bank Reputations underscore the importance of communicating in a crisis. ... Read full article

Good customer service, layered with new technology, gives community banks an advantage over big banks. ... Read full article

The long-awaited proposal includes safe harbors to protect collectors from getting sued, but would restrict phone collection attempts and allow borrowers to opt out of receiving other communications. ... Read full article

The digital customer experience is getting better. Firms should take notice. ... Read full article

Many digital-only robos are slowly adding human advisors. ... Read full article

Staffers at the bank's flagship, multilevel branch in Manhattan say wearable tech has proven ideal for discreet communication among each other to speed customer service. ... Read full article

One community bank decided it can build closer relationships with business clients by hosting events to help them learn how to fortify their cyberdefenses. ... Read full article

Voice assistants impress at tech demos, but new research shows bank customers aren't ready to ask a speaker about their accounts just yet. ... Read full article

Customers are sprinkling symbols into their texts, and it's a challenge for banks to fine-tune systems to support the use of the cartoon code in communications. ... Read full article

Relying on data such as income, location and spending habits, bank apps are delivering customized financial advice and tips relevant to the consumer, such as details about local events. ... Read full article

Scores of customers have been unable to use digital channels to access accounts for more than a week, and many have taken to social media to voice their displeasure with TD’s response to the outage. The lesson for other banks: Test new platforms, and test ... Read full article

The bank tweeted that its website and mobile app were down, but bank customers report system problems at some branches as well. ... Read full article

Digital alerts for clients aren't new, but they can still provide small banks a platform to reach new markets and appeal to younger clients. ... Read full article

Wells Fargo joins the list of banks recently hobbled by tech outages. Is there a better response than "Sorry for the inconvenience"? ... Read full article