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The Best Bank and Credit Union Podcast

Balancing Digital and Human Connections in Banking

Despite the rise of digital-first and digital-only banking tools, there remains a strong desire for personal interaction in banking.

Many people still prefer human interactions because they inherently trust people more than automated systems. In this episode, James Robert shares a live, real-time example of a failed attempt to connect quickly with a person at Frost Bank, showing that despite claims of easy access to human support, actual customer experiences often fall short.

       
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Key Insights and Takeaways

  • Insights from Website Secret Shopping Studies (03:14)
  • Case Study: Frost Bank's Human-Centric Approach (12:44)
  • Live Experiment: Testing Frost Bank's Customer Service (20:13)