What is the Retail Branch Client Experience
Dalbar’s Trends and Best Practices Retail Branch Client Experience guides financial services firms in delivering meaningful and effective experiences that meet the needs of clients who visit bank branches. The results show the ranking of retail branch client experiences, analysis of emerging trends in branch experiences, and industry best practices.
Objectives and uses
Determine if your branch interactions meet client needs Understand factors that detract from the client’s in-branch experience Determine features that your firm must incorporate to enhance the experience to remain competitive Make the case internally to improve the client’s in-branch experience Promote your success when applicable
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