Bank spotlight: How self-serve technology and financial literacy programming have paid off for BankFive

In this episode of Ahead of the Curve, you'll hear innovative ideas on financial literacy programs and leveraging technology for better customer service from Anne Tangen, President and CEO of BankFive.

Tune in as we discuss:

•  How to engage customers in learning about improving their credit
•  The role of financial literacy in getting the right loan products in front of customers
•  What BankFive is doing to improve its customer experience with thoughtfully designed branches 
•  How Tangen and her team have prioritized keeping a human touch in new self-serve technologies and how the investment has paid off

About the guest:

Anne P. Tangen joined BankFive in 2020 as its President and CEO. She has had a long and distinguished career in financial services, having served in various senior roles at Fidelity Investments, State Street Bank, and The Cooperative Bank of Cape Cod. A respected leader in the industry, she sits on several high-profile boards, including the Massachusetts Bankers Association and the Federal Reserve Bank of Boston’s First District’s Community Depository Institutions Advisory Council (CDIAC), which advises the Fed on the local economy, lending conditions, and other issues. In addition, she has been featured in the Boston Business Journal, Banker & Tradesman, and Bloomberg Radio Boston, and as a speaker at the New England Bankers Annual Conference and Future Branches Boston. 

Anne is involved in various local nonprofits, including the Alden Pettengill Foundation Board of Argosy Collegiate Charter School in Fall River and the Savings Banks Employees Retirement Association (SBERA). She also serves on the Endowment Committee for the Fall River Historical Society.

Helpful links: 

Webpage: About | BankFive

Webpage: Change Management Services | Abrigo

Blog: How accountants can leverage technology to boost client financial literacy, loyalty