J.D. Power agrees that to truly understand the bank customer, all financial institutions must know their customers’ financial vital signs. Absence of his awareness means inability to truly personalize experiences and improve financial lives. Whether your institution uses the good work from Office of the Comptroller of the Currency or another assessment tool - just do it. Financial Health benchmarks are the demographics you need. #financialhealth #benchmark #cx #banking
The OCC identified Financial Health Vital Signs banks may use to assess customers’ financial health and consider integrating into their assessment of current or planned products and services. Read about how banks can measure and support customer financial health outcomes: https://lnkd.in/eAQQX8Eg
