Our WRAP (Web-Based Robotic Automated Processing) system is continuing to increase efficiencies. WRAP now proactively searches for new policy information from the top 5 auto insurance carriers in the country. If a new policy is found, our robots will update a borrower's insurance information without ever notifying the borrower!
We define success by more than financial outcomes — we consider the quality of our relationships with our clients to be just as, if not more, important. Our high NPS score is due to State National's culture, which is built around technological innovation and customer experience.
Core conversion is inevitable with institutional growth. State National has witnessed hundreds of our credit union, bank, and finance company partners’ core conversions. Based on careful pattern observations, we share insights on ensuring a seamless transition so you can “measure twice and convert once.”
The era of neighborhood branch gathering places may no longer be tenable as a new era dawns on self-and curbside service, constant online connectivity, and conversation in virtual spaces. In partnership with State National, Filene’s Center for Emerging Technology is exploring the future of digital financial services.
Director of Learning and Development David Holmes shares State National’s training technique for increasing innovative, customer-focused ideas among employees. By always asking the next question to gain more understanding, we can have a more complete picture and can continue to react, help, and improve.
State National Executive Vice President Trace Ledbetter reflects on the lessons learned from this turbulent and unexpected year. When our core values remain our anchor, we are able to stay the course even when our way of life becomes unsettled and unpredictable.
State National Executive Vice President Trace Ledbetter recently contributed an article published in CU Management, highlighting the Christmas classic “It’s a Wonderful Life” and its uncanny parallels to credit unions and their mission.
The era of neighborhood branch gathering places may no longer be tenable as a new era dawns of self- and curbside-service, constant online connectivity, and conversation in virtual spaces. In partnership with State National, Filene’s Center for Emerging Technology is exploring the future of digital financial services.
As a data advocate searching for business insights in the bottomless “big data” ocean curated by financial services, my computer is not just a tool; it is a valued co-worker. By leveraging data efficiency, a business can see improvement in employees, customers, and their bottom line.
Is “Multichannel” a buzzword we should keep buzzing about? Successful financial organizations offer multichannel services to their members. Providing more paths of access to products and services consumers need and want is increasingly essential for satisfying customer experiences.