Abrigo

MAY 5, 2022

In many cases, the podcasts or hosts have sizable social media followings, and all release a new episode at least once per month so you can stay up to date with the latest trends in the finance world. Weekly episodes highlight innovators and industry players driving innovation in the financial services industry.

Community 195

Community Lending Maine Resources 195

Perficient

FEBRUARY 19, 2021

How To Increase Team Engagement. Gartner customer experience research shows the value of team engagement: Two-thirds of the drivers of customer satisfaction are due to “feel factors,” or how customers feel during and about their experience. How To Embrace and Begin Team Engagement.

Leadership 352

Leadership social media Survey Meeting 352

PYMNTS

MARCH 30, 2020

California Consumer Privacy Act (CCPA), Washington Privacy Act (WPA) and other new privacy and online transaction standards are changing how businesses interact with consumers’ data in the U.S. Personalized experiences require merchants to have access to data — a crucial resource in helping them distinguish themselves from competitors.

United States 131

United States Retail Customer Experience Data 131

South State Correspondent

OCTOBER 20, 2022

While these rules were derived from improving time-on-task, they can enhance bank performance no matter what metrics a bank uses for customer, employee, or total experience (the combination of employee and customer experience). Design or pick the fastest customer experience. ” The result?

Policies 195

Policies Training Customer Experience Examples 195

PYMNTS

MARCH 23, 2018

Now, Home Depot is helping Pinterest identify products in pins — whether they’re from the home remodeling chain or not — “to help that customer experience go from inspiration to discovery to sale in one experience,” said Melanie Babcock, senior director of agile marketing and social media at Home Depot. “In

Tools 110

Tools social media Customer Experience Strategy 110

PYMNTS

NOVEMBER 1, 2019

PYMNTS recently spoke to O’Neill about how the company took cues from social media platforms to address key AR pain points. “By By and large, the AR process is very inwardly focused, which sounds kind of strange because it’s about collecting money from customers,” he explained.

social media 101

social media Tools System Payments 101

PYMNTS

SEPTEMBER 21, 2020

Chargebacks were originally instituted as a last resort for customers, but they have gained popularity alongside digital commerce. You have to continually evaluate whether the protections or controls that are in place are being abused, and then you have to innovate new solutions. A Proactive Approach To Friendly Fraud.

Fraud 177

Fraud Mobile social media Customer Experience 177

Insights on Business

DECEMBER 10, 2017

Banks, on the other hand, in addition to understanding complex regulations and having greater access to capital, know their customers and have their trust. Banks are also innovators. They are investing in education, hackathons, and other initiatives to allow everyone in the enterprise to be an innovator.

Fintech 115

Fintech social media Apple Google 115

FICO

JANUARY 6, 2022

As credit issuance, account management and collections enter the digital age, the opportunity for innovative experimentation is accelerated and made more complex by the wide range of data and decision points a digital platform enables. Can you use auto-fill to populate new application data for your customer? Why this is important?

Management 52

Management social media Customer Experience Strategy 52

FICO

DECEMBER 19, 2019

For a credit provider, focusing on a shiny new offer for customers is always going to be more appealing than addressing how to deal with overdue payments. This Christmas, we should all be discussing how we can manage the post-holiday peaks. Are they 'burying their head in the sand', I wondered? We've all done it.

Customer Experience 52

Customer Experience social media Innovation Analytics 52

William Mills

DECEMBER 12, 2017

Customer experience, automation, machine learning, artificial intelligence (AI), ease of use, flexibility – all of these were part of the discussions at this year’s SourceMedia’s Small Business Banking Conference in Austin, Texas. They want tools that help them grow their business and remove the tedious activities that prevent that.

Conference 40

Conference Innovation Lending Customer Experience 40

Insights on Business

APRIL 28, 2017

Recently, new digital technologies – driven by cloud, mobile, social media and analytics – have significantly lowered entry barriers and put customers much more at the center of the banking relationship. At the same time, regulators in many countries also have relaxed regulations to encourage innovation in the banking industry.

Digital Banking 171

Digital Banking User Experience Branding social media 171

PYMNTS

MAY 2, 2016

After several years spent trying to infuse its multi-billion dollar business with more forward-thinking concepts with mixed results , last week, the retail giant announced that it will be conducting what amounts to an open call for tech innovation. Biometrics are another avenue along which Walmart may have its innovation sights set.

Retail 100

Retail Innovation Technology Arkansas 100

Independent Banker

FEBRUARY 28, 2023

First-party data for targeted marketing campaigns Community banks can use their first-party data to upsell and cross-sell to existing customers with highly relevant messages. Enhance the customer experience with first-party data Community banks pride themselves on offering excellent customer service and anticipating the needs of clients.

Community Bank 129

Community Bank Community Marketing Data 129

South State Correspondent

JANUARY 3, 2024

These books span a range of banking topics but emphasize second-order thinking, productivity, building client relationships, and innovation. This is the ultimate book on how to be effective, and Peter Drucker highlights five habits that lead to quality decision-making and effective performance. Heart Spoken , by Elizabeth Cottrell.

Leadership 370

Leadership Management Strategy How To 370

PYMNTS

JULY 13, 2020

Indeed, just as SMBs have fast-tracked their own digitization efforts, their financial technology partners have also found the current climate to be an opportunity to accelerate innovation and roll out new services to support their merchant and consumer users. Innovation On The Fast Track. The Bigger PayPal Picture.

Innovation 184

Innovation Online Community social media 184

CB Insights

JANUARY 6, 2019

But, in an increasingly digital world, brick-and-mortar retail shops are embracing new ways to disrupt the system and get an edge on customer attention. One popular choice: retail innovation labs. Learn about the technologies, innovations, and strategies that retailers can leverage this holiday season. Founded: 2015.

Innovation 77

Innovation Retail Branding Technology 77

Independent Banker

DECEMBER 31, 2022

Those are the things that we’re trying to figure out how to read as we put our 2023 budget together. It has a lot of automation, AI and workflow built into it, and it will provide a better customer experience and a better lender experience. Your best customers are your best marketing channel,” Birgfeld says.

Community Bank 91

Community Bank Community Tampa North Carolina 91

Gonzobanker

DECEMBER 22, 2020

During a busy year we saw Jill supporting her local community, blogging with Mark Cuban, spinning up new PPP technology and innovating with things like curbside banking. Jill is continually demonstrating just how loud a $300 million community bank can roar! Brett Martinez, Redwood Credit Union , Santa Rosa, Calif.

Idaho 172

Idaho Community Industry Strategy 172

Insights on Business

FEBRUARY 3, 2019

At Think this year, there are several sessions that show how we can cope with these major changes and to learn from others who may be ahead of us in adapting to the needs of the future. Be compliant while cutting costs and improving customer experiences. Transform for bigger business impact.

Customer Experience 157

Customer Experience social media Case Study Video 157

William Mills

SEPTEMBER 9, 2016

Hybrid approach to empower advisors, remain compliant and really help customers. Auto-financing is ripe for innovation. AutoGravity empowers the customer to take control of the process and know their options before going to dealership. Addresses compliance, fraud experience and customer experience analytics.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

Credit HQ helps demonstrate to a small business how to start trading. Small business customers can monitor. ^KT. Katerina Frolovicheva (MD, Technologies Innovations). This is a leading bank in Russia, with a track record of fintech innovation. David Carr (Innovation Manager). Karl Falk (CEO). Bank XXI Department).

Video 40

Video Mobile social media Analytics 40

FICO

APRIL 24, 2023

Trust Bank implemented the customer onboarding and risk management capabilities using FICO® Platform , a cloud-based decisioning platform that allows companies to centralize and operationalize advanced analytics at speed to enhance customer experience, for optimal digital onboarding. “As

Risk Management 52

Risk Management Digital Banking Customer Experience Management 52

NCR

JULY 31, 2017

During the second half of 2017, these customers will be given the option to use the Windows Hello system to log in to their accounts via facial or fingerprint recognition, rather than their passwords. It’s also possible that we could see an increase in banks looking to data sources such as social media to improve fraud detection.

Fraud 74

Fraud Digital Banking social media Security 74

Gonzobanker

NOVEMBER 18, 2014

With a focus on digital banking and branch transformation, it was interesting to see the attendee list with lots of sexy new customer experience and analytics titles. Reminded us of how Lee Scott said Walmart would be the banker’s friend last year. Innovation Showcase & Global Innovation Awards. C’mon Avanade!

Chicago 97

Chicago Retail Branch Design Training 97

PYMNTS

JUNE 7, 2016

This particularly dynamic area of financial services, FinTech and payments is transforming how everyone across the greater financial ecosystem thinks and acts when it comes to security, fraud and protecting identities. Which comes back to how data is being managed. “One of the main concerns is customer conversion. .”

Big Data 100

Big Data Data Fraud Trends 100

FICO

JANUARY 27, 2022

Managing risk and improving the customer experience during a pandemic presented credit professionals with new sets of challenges. In a 2019 Accenture poll , the vast majority (88%) of executives from 120 global banks said emerging ecosystems would change the bank-customer relationship forever. . Are You Ready? . . .

Analytics 52

Analytics US Trends Data 52

South State Correspondent

MAY 13, 2024

” These pre-crime events including emails, SMS, logins, website clicks, social media, banker conversations, and call center inquiries. By taking a “fusion” approach, banks can combine the record of these events at the bank and customer levels with the money movement and account information.

Conference 195

Conference Payments Fraud Data 195

Gonzobanker

DECEMBER 14, 2023

Award – goes to CNBC’s Jim Cramer , who lamented that banks should have been innovating offerings like those delivered by PayPal and Square. Test and learn” was alive and well at SouthState and the industry benefited from Chris’ transparent sharing of the bank’s experiments and educating peers on how to leverage new technology.

Fintech 194

Fintech Community Regional Technology 194

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. We are doing a refi on our condo and I had to use GoToMeeting to show our FI’s mortgage lender how to find and use the documents we uploaded on THEIR system because the loan officer didn’t know how to use the system. Showing how to upload ID on mobile device. Biometrics?

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

JUNE 17, 2020

From healthcare to education to entertainment to manufacturing, technology innovators are stepping forward to help answer that question. Customer service: Customer experience goes virtual with conversational AI. As social distancing measures have confined people to their homes, these trends have become necessities.

Industry 101

Industry Technology Online Video 101

CB Insights

OCTOBER 10, 2017

Below, we’ll show you: How to use pre-launch marketing to build trust and hype. Mint’s pre-launch blogging strategy that got them 20,000+ customers. How Robinhood used an ingenious referral program to build a 1M+ customer waitlist. How to show value during the first-run experience.

Tools 78

Tools Millennials US Maine 78

South State Correspondent

JULY 19, 2023

Understanding the concepts of good coding, customer experience, film, art, advertising, and branding will still be required. The application comes with various templates designed to generate blog post ideas, social media copy, email campaigns, or suggest marketing angles from memos or websites.

Marketing 195

Marketing Training Video Tools 195

Lex Sokolin

AUGUST 19, 2020

The first was a dissatisfaction with British banks, whose customer experiences were poor and expensive (while being seen as prestigious). It is important to understand how to get out of this particular outcome financially. Neobanks grew up out of three themes. The second was the Economist’s claim that “data” was the “new oil”.

Comparison 52

Comparison Fintech Lending Analysis 52

Insights on Business

FEBRUARY 10, 2019

The conference holds an impressive line up of education and activities for financial leaders focused on developing a strategic point of view and prospective roadmap to lead their organizations into the future: Reshaping the customer experience with new business models supporting an integrated ecosystem-based marketplace. Get social.

San Francisco 79

San Francisco blockchain Conference Video 79

CB Insights

DECEMBER 14, 2017

These companies have figured out how to use Amazon for (partial) distribution of their products or carved out niches away from Amazon’s marketplace. In this analysis, we examine how these once-tiny startups have made it big. How Casper sold $100M in mattresses by limiting choices.

Video 78

Video Branding Company Strategy 78