How TD Bank Uses Relay’s Dedicated CX Channel to Engage Their Customers

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TD Bank’s tech-forward communication approach during COVID may offer lessons for other financial institutions to consider. Our CEO Matt Gillin gives an inside look at how Relay provided proactive guidance, support and critical information to TD Bank’s customers at the height of COVID-19.

  1. Dedicated CX channel for real-time updates
  2. Education around transactions
  3. Digital education during in-person servicing
  4. Elevated digital onboarding

For years, consumers have been demanding that financial institutions provide Netflix-level personalization and contextual, needs-based communications, similar to their experience with social feeds. As TD and other banks continue to leverage this new mobile engagement strategy, their customer experience stands to be more seamless and frictionless through COVID-19 reopening and beyond.