Maintaining regulatory compliance can be time-consuming and cost-prohibitive. However, failing to meet the requirements has expensive consequences. TAI helps banks and credit unions apply automated processes to meet regulatory obligations and ensure complete compliance via a system of checks and balances.

Consumers are different now than during the days of brick and mortar banks. They want online money management and personalized services; and, they expect bank and credit union employees to understand the needs of their business. Technology Advisors helps you harness your data to better profile customers and create the experiences they demand.

With so many options for where they can take their business, customer satisfaction and retention are more important than ever. TAI teaches teams to utilize software features like automation, targeted marketing, and customer journey mapping to create a uniform customer experience and proactive solutions that keep customers happier.

Many key banking and credit union organizations have been around since the 1980s. Consumers are starting to view them as outdated and limiting. TAI helps these institutions replace their old green screens with CRMs that are integrated into legacy systems, giving every team member the ability to help the customer.

Customer profile data is crucial for building personalized marketing experiences. It increases the likelihood of selling multiple offerings and maintaining customer loyalty. Technology Advisors analyzes your data usage to revamp your processes and better align marketing and sales initiatives. This creates more relevant and useful customer experiences.

The world is transitioning from personal connections to more digital transactions. Financial transactions are certainly no different. Proper digital engagement requires integrated solutions for segmented marketing, mobile accessibility, and Web events. Technology Advisors is an expert integrator with more than 30 years of experience connecting 350+ applications.