Banking in the cloud

Banking in the cloud

In this episode, Law Helie joins our hosts Kristin Korzekwa and Bill Dworsky to discuss what a consumer-centered approach to banking looks like. Change management found when utilizing banking technologies has been driving business transformation in modern banking, and the new generation of AI capabilities will seemingly continue to enhance these experiences. Helie offers insights on how to provide more personalized customer experiences, especially when dealing with transactions like consumer lending.

So, if they want to do it online, they want to do it through a call center, they want to walk into the branch, that’s key. Are you creating—and this might be like an overused term, but—are you creating a delightful experience for that consumer when they come in, and are you taking that role of a trusted adviser? Do you have the ability to recommend for me, when I come in, products and services that meet my needs? Are you taking the time to understand what I’m looking for as a consumer?

—Law Helie
General Manager Retail Banking With nCino

You really have to create an environment or a workflow within the product that allows you to keep track of what’s going on. It notifies people when they’re up or when something’s completed, so there’s a follow-up step. You have the ability to clearly and articulate to your customer where they’re at in the overall stage, and also expose that information to a consumer portal.

—Law Helie
General Manager Retail Banking With nCino