Client communications

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

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.

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

Many digital-only robos are slowly adding human advisors.

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.

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

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

The Seattle-based provider of text messaging solutions for landline phones said further credit union partnerships are set to be announced later this year.

A growing number of credit unions are interacting with members through text-messaging channels in place of more traditional contact methods.

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.

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.

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 them again, before making them live.

The bank tweeted that website and mobile app service were restored after an outage that lasted much of the day.

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.

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

Banks have strictly controlled adviser-client text communications due to regulatory concerns.

The TCPA must be amended to better reflect modern communication tools, and those changes should be done in a way that benefits credit unions and their members.

Most couples disagree on a lot of important points when it comes to retirement planning. That lack of agreement can translate into lost financial planning business, making it important for advisers to get couples to work together, according to Fidelity Investments.