Online banking services are meant to make life more convenient for customers.
A common banking customer journey may include a business professional checking her account balance online, depositing a paycheck in-branch, and verifying the deposited funds on a smartphone. When promoting new online banking services, talk as much about the benefits as you do the features of the service.
Collaborate with Colleagues Whether by phone or in person, customers will often need to interact with multiple employees regarding a product or issue. Begin your journey map with the first point of contact that you have with the customer checking online account balance in the example above.
Affiliate marketing. Surveys should be conducted regularly to maintain an understanding of the customer-base.
Many people use it to manage their finances on a daily basis, and some use it as their primary method for budgeting and managing expenses. It's a blind contact with a potential customer who isn't expecting a pitch.