Is anyone else a Bankway and Q2 bank that would like to collaborate with us?
We are looking at different avenues for contacting members/customers regarding transactional info on their account; not marketing. We have some that are not responding to mailed letters or phone calls regarding their dormant accounts and we are considering emails. We have read the CAN-SPAM reg and will not be marketing to them and will still include the option to "opt out". We have staff that want to use facebook messenger, but I don't feel social media messaging is the way to go. Do you use any social media messaging to contact your members? Do you have a sample of your authorization that your customer/members sign? We will be running this by legal, but wanted to see what others are doing as we update our policies and procedures.
Some of our employees just recently got bank phones and our customers prefer to text them rather than talk. If the communication is not for marketing purposes but rather as a way of communication on their accounts, what regulation should I should be looking at before we allow this that would possibly prevent them from communicating this way? I'm thinking not only from a privacy aspect but also from a cybersecurity perspective. How do other banks handle this? Is it allowed?
Physical distancing has accelerated three technologies used by financial institutions to stay connected with their customers – text messaging, chatbots and virtual meetings. We give you a rundown of each. Read Article
We are running a giveaway right now where the winners get bank swag for themselves and can choose from a list of local non-profits that we will donate $125 to. Anyone every done anything similar? I'm trying to craft a letter to the recipient non-profits and at a loss on where to start.
Advisory on Imposter Scams and Money Mule Schemes Related to Coronavirus Disease 2019 (COVID-19)
Does anyone have an Excel sheet you use to track requests from or to other FI's directly? Things like check deposited in error etc.?
Communicating effectively as a leader to reassure your employees is important during the transition from crisis to recovery in. We have three important facets to keep in mind. Read Article
Yesterday, in the first of a two-part series of articles, we discussed the shifts customers have made due to the crisis, and which of those shifts are likely to stay. Today, we look at the institution side of things. Read Article: https://www.pcbb.com/bid/2020/04/30
Social media may not be top of mind right now, but it can be a useful communication channel for your business customers. We look at a few effective ways to use it during the current pandemic in today's BID article. Read Article: https://www.pcbb.com/bid/2020/04/24