Jason VanSickle

·      Pinpoint the departments you need to collaborate with in order to have an end to end picture of your customer

·      Create common objectives and organizational goals that help departments align

·      Instill the importance of customer experience across the organization with trainings and CX advocates

·      Make sure that your customer doesn’t see whatever seams might exist between the channels/silos

·      Understanding that customers are going through a tough time financially at the moment

·      Coming up with education that fits their specific needs and offering it in a way that makes sense for them

·      Comparing tools and technology you can use to be providing this information

·      Getting your team members trained to have conversations surrounding a customer’s financial health

·      Harnessing the power of your branch to be a place where this information can be shared