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Take Advantage of FSI Data to Illuminate Customer Relationships

Perficient

“Having a Balance With a Bank Doesn’t Make You a Customer.”. Our financial services team recently spoke with the great Jim Marous, the co-publisher of The Financial Brand and the publisher of the Digital Banking Report. Don’t Wreck Your Customer Relationships. It’s not for the faint of heart. Join Us Next Week.

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Recap of Money 20/20 USA 2023 and 10 Banking Thoughts

South State Correspondent

Sunday Programming: consisted of a federal lobbying track, AI Summit, Small Business, Fraud, running a fintech, cannabis banking, and modernizing the banking core system. The topics were perfect, and there were some great case studies, but the substance was standard, bordering on underwhelming.

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Model Bank 2017: Some First Impressions

Celent Banking

We’ve addressed this conundrum with five categories chosen to provide a broad cross-section of the banking landscape. Customer Experience. We expected to see nominations around digital banking, branch and core transformation, and payments, to name a few, and we weren’t disappointed. Operations and Risk.

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The five key levers for radical transformation in financial services for digital success

Insights on Business

From pipes to platforms, banks need to be redesigned as a set of business components in support of marketplace and digital banking. Instead, banks need to adopt a flexible, platform model where banks provide an “open banking” approach that aligns with a customer’s journey rather than just at a moment in time.

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Five financial innovations you may have missed

Chris Skinner

Here’s the result: Dronn Agent from Alior Bank Dronn is an intelligent virtual agent designed to communicate with customers verbally and guide them through a personalised conversation in a set of carefully selected use cases.

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90 minutes a year in a branch versus 45 hours on an app

Chris Skinner

We had a great meeting of the Financial Services Club this week with guest keynote Derek White, Global Head of Customer Solutions for BBVA reporting directly to the CEO, Carlos Torres Vila. He gave an insightful presentation around how the world is changing, and how banks are moving from the age of brick to glass to air.

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BMO’s Digital-First Transformation Unlocks Operational Efficiencies

PYMNTS

How The Digital-First Initiative Helped BMO’s Staff. All of BMO’s improvements have led to vastly different in-branch customer experiences. Digitized services have reduced the number of customers requiring in-person teller interactions, and simple exchanges take a fraction of the time that was required before. “We