Independent Banker

MARCH 31, 2022

This Community Banking Month, I invite you to try something new to spread your story. Our actions in support of local schools, nonprofits, businesses and other community institutions make a difference, and when our customers see our commitment to our communities, it deepens their connection with us. Where I’ll be this month.

Oklahoma City 161

Oklahoma City social media Memphis Community 161

Perficient

JUNE 4, 2020

You’ll learn best practices and hear success stories from some of Blue Prism’s customers and sponsors. EDT, followed by sponsor and customer sessions. Live sessions are scheduled starting at 9 a.m. BST and again at 11 a.m.

Conference 385

Conference New York Software Innovation 385

Perficient

DECEMBER 19, 2023

We partnered with this client to design custom, cloud-based ESG reporting dashboards on Microsoft Azure, streamlining data extraction and analysis. The firm needed to meet client and investor demand for swift ESG reporting, but an outdated spreadsheet-based system was holding the financial services leader back.

Report 221

Report Analysis Data Meeting 221

Perficient

FEBRUARY 2, 2021

But at Perficient, we have a different story to tell – and we’ve been recognized by one of our most important partners for it. And once again, as a partner using Optimizely to help our customers achieve a successful ROI, our collective teams at Perficient were thrilled by this news. Specialization is often the path to excellence.

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Marketing Software Strategy Company 555

Bank Innovation

OCTOBER 11, 2017

EXCLUSIVE— It’s no secret that banks don’t move all that fast when it comes to new innovations, but most are starting to match fintechs at the customer experience level, according to Verizon, which provides software and internet connectivity to much of the industry.

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Fintech Customer Experience Software Innovation 389

Payments Dive

JUNE 14, 2019

Companies around the world work with partners to build, launch, and manage complete platforms, customizing systems to meet evolving market demands. Read our end-user stories to explore the impact of enabling digital commerce in a variety of communities. executing on revenue goals — to build their businesses.

Mobile 294

Mobile Community Meeting Payments 294

Perficient

DECEMBER 21, 2020

The Visionaries: Can tell a great story about their target prospect, what they should see, and how they should interact with the brand but struggle to execute on their vision. Customer Journey: Is the business letting the data and insights lead what is built first? How is the business telling the personalization story?

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Strategy Data Guidelines System 322

PYMNTS

DECEMBER 21, 2020

These transformational shifts are, in turn, affecting how quick-service restaurants (QSRs) engage customers as the health crisis limits their in-person dining offerings and forces them to fast-track planned digital innovations. For more on these and other stories, check out the Trackers News & Trends section. About The Tracker.

Customer Experience 301

Customer Experience Innovation United States Survey 301

Chris Skinner

AUGUST 29, 2016

OK, here’s the story. The next 2,000 words tell the story but, if you’d rather miss that and cut to the chase, jump to the end. Most of my customers wire me the money. American customers are more of … The post Creating PayPal’s Perfect Storm appeared first on Chris Skinner's blog.

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Management Payments 280

Independent Banker

FEBRUARY 28, 2023

Photo by Chris Williams For community banks, marketing often points to finding ways to educate, support and grow community, as well as customer knowledge and awareness. True relationships withstand the test of time, and such is the case with the community bank/customer connection. And our work won’t stop there.

Community Bank 153

Community Bank Honolulu Community Hawaii 153

Perficient

FEBRUARY 22, 2021

Motion design can tell a business’ story at a deeper level, evolve the brand, enhance the user journey, and leave a lasting impact on the consumer. This adds more life to the website and immediately grabs the users’ attention of how DTE can help their customers create more energy-efficient homes. Help Guide the User.

Video 509

Video UX Branding User Experience 509

Perficient

JUNE 3, 2020

When you layer in a consultancy partner to help businesses envision for the future, we can help customers assess their application portfolio, build POCs, and develop modern applications. Customers are the winners here. Together, the team harnesses their individual abilities to help save the Earth. To learn more.

Customer Experience 443

Customer Experience Technology Innovation System 443

Bank Innovation

OCTOBER 30, 2019

Ally Bank just closed out a personal finance experiment using storied board game Monopoly as a launch pad for financial literacy. Earlier this month, Ally Bank launched the Ally + Monopoly game, which allowed customers and potential clients to engage with the brand through a digital version of the popular board game.

Tools 231

Tools Branding Innovation Strategies Groups 231

Bank Innovation

NOVEMBER 29, 2017

Top-tier bank Wells Fargo responded today to a Wall Street Journal report that stated its foreign exchange pricing was unfavorable to its customers, disputing several points within the published story.

Report 186

Report 186

Gonzobanker

APRIL 25, 2024

When Calvin DoRight founded the bank in 1948, delivering exceptional customer service was his dream. It’s time we embark on a journey to modernize and invest in a powerful customer relationship management system!” This is the part where the story quickly takes a turn. Fast forward to modern times, when Thomas B.

System 143

System Training Community Bank Management 143

Bank Innovation

JULY 8, 2019

Survey after survey tells us that customers continue to value their experience at the branch. A handshake, a frank conversation about the future, the eye contact, a personal story – these are exchanges that build trust and relationships. Perhaps it is because humans reassure them. However, people aren’t visiting branches very often.

Customer Experience 210

Customer Experience Survey US Retail 210

PYMNTS

JULY 9, 2020

Banks have been facing a concerning rise in account takeover (ATO) attacks targeting their customers, with financial institutions (FIs) losses due to such schemes rising 72 percent from 2018 to 2019. Customers using mobile devices could scan their fingerprints on their smartphones to verify their identities. About The Playbook.

Fraud 261

Fraud Report Tools Security 261

Independent Banker

JULY 31, 2022

“By focusing on the problems we’re trying to solve and how those solutions will benefit our customers, we can separate timely initiatives from those that can wait.”. And we wouldn’t be community banks if we didn’t approach our business from a customer-first mentality. Where I’ll Be. We need to prioritize as we enter budget discussions.

Community Bank 139

Community Bank Community Course US 139

PYMNTS

DECEMBER 29, 2020

Getting security right also means balancing customers’ security and privacy concerns. Location tracking allows financial institutions (FIs) to detect red flags such as users making mobile purchases from one location while claiming to be in another, but getting customers on board with the technology can be challenging.

Fraud 303

Fraud Cards Analysis Tools 303

Bank Innovation

JULY 30, 2019

Despite the hurdles involved in rethinking how a large, storied financial institution views customer experience, 235-year-old BNY Mellon is tackling the challenge head on. The bank and financial services holding company, which has $1.8

Customer Experience 199

Customer Experience Management Company Innovation Strategies 199

Independent Banker

NOVEMBER 30, 2022

So, as we read this month’s issue featuring the best community banks to work for, keep in mind that the common thread among each of these unique stories is that they are community banks that lead with a spirit of service. Use social media to tell your community bank’s story of service. My Top Three. Year-end tips.

Community Bank 203

Community Bank Community social media Maine 203

PYMNTS

APRIL 28, 2020

Financial institutions (FIs) are now working to extend services into customers’ homes, for example, and consumers are making fewer credit card payments amid uncertainty over what their employment statuses and budgets might be when the bills come due. Download the Tracker to read the full story. Find the full story in the Tracker.

Digital Banking 238

Digital Banking Los Angeles Cards California 238

Independent Banker

APRIL 30, 2021

In our service-oriented environments, our constituents—community, customers and employees—are the basis for all decisions we make. For example, if employees are being served in a strong environment and feel a connection to the bank’s mission and purpose, they are able to do more for their customers and communities.

Community Bank 170

Community Bank Community Trends Industry 170

American Banker

FEBRUARY 12, 2021

Big banks, Big Tech face off over interchange fees; majority of Paycheck Protection Program loans going to second-time borrowers; debate on the next OCC chief has glossed over flaws in the agency’s funding structure; and more from this week’s most-read stories.

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PYMNTS

AUGUST 21, 2020

Engaging customers in socially responsible causes can help retailers build trust and develop lasting relationships that translate into many return visits. They are also developing brand awareness in the community and fostering customer loyalty by doing so. Around The Buy Now, Pay Later World.

Report 294

Report Payments Retail Community 294

Bank Innovation

MAY 15, 2018

The most vulnerable aspect of a bank's security is the people -- employees and customers -- or so the story goes. But four security experts came together to discuss the issue and opinions differed. For example, can you still call humans the weak link when banks fail to use the best technology? This means education […].

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Security Technology Examples social media 218

South State Correspondent

OCTOBER 19, 2023

Solving bank alignment from the customer’s point of view is one of the greatest things a bank can achieve. The Harley Davidson Story Consider Harley Davidson. However, in 1985, the Outlaw Motorcycle Club was the focus of several negative press stories, and it became known that their members only rode Harleys.

Branding 195

Branding Marketing Company America 195

PYMNTS

NOVEMBER 13, 2020

The telecommunications industry is but one of many sectors looking to more securely verify customers and avoid fraud, which remains a growing problem. For more on these stories and other digital identity news items, download this month’s Tracker. million) since 2015, with 483 incidents being reported in June alone. More than 6.2

Fraud 242

Fraud US Mobile Study 242

PYMNTS

SEPTEMBER 30, 2020

These retailers are accustomed to engaging with their customers in brick-and-mortar stores and building long-lasting relationships that lead to brand loyalty. Customers from these generations often seek to avoid the debts and fees that accompany credit cards, too, making them less likely than older consumers to use credit cards.

Payments 279

Payments Millennials Retail Trends 279

Bussman Advisory

APRIL 5, 2024

This week’s must-know stories in the FinTech, AI and Digital Asset space: Spot Bitcoin ETFs change the digital asset market, attracting billions in inflows Embedded Finance market to be worth $22bn by 2028 Ripple to launch U.S. Unlock the Future of Finance: Empower Your Team with Cutting-Edge FinTech & AI Insights!

Bitcoin 52

Bitcoin Marketing Fintech Community 52

Bank Innovation

JULY 30, 2019

Despite the hurdles involved in rethinking how a large, storied financial institution views customer experience, 235-year-old BNY Mellon is tackling the challenge head on. The bank and financial services holding company, which has $1.8

Customer Experience 170

Customer Experience Management Company Innovation Strategies 170

PYMNTS

JANUARY 22, 2021

Research suggests that given the enormous competition in the industry, however, free food and discounts aren’t enough to attract and maintain customers. QSRs are realizing the benefits of offering customized rewards geared toward patrons’ specific needs through the channels they use most. Around The Order To Eat Space.

Data 144

Data Customer Experience United States Policies 144

PYMNTS

APRIL 23, 2020

Financial institutions (FIs) are feeling the pressure to offer increasingly personalized, digital-first services to keep customers satisfied. Crafting the seamlessness customers want means FIs are overhauling their digital infrastructures to enable access to fast, interactive and engaging banking experiences.

Digital Banking 262

Digital Banking Security Innovation Google 262

Bussman Advisory

MARCH 29, 2024

This week’s must-know stories in the FinTech, AI and Digital Asset space: Amazon spends $2.75 Gain insights into disruptive technologies, industry updates, and success stories from our portfolio companies. We offer expert advisory services for executive teams and customized in-person or virtual courses on relevant topics.

Cards 52

Cards Fintech Community Course 52

PYMNTS

OCTOBER 2, 2020

Either way, firms that do not comply with these industry standards risk leaving their customers’ data exposed. The trouble is that many of these merchants do not know that they need to take precautionary measures to secure their customers’ card data in accordance with PCI compliance standards, resulting in a flood of cybercrime.

Compliance 243

Compliance Data Report Meeting 243

Bussman Advisory

MARCH 23, 2024

This week’s must-know stories in the FinTech, AI and Digital Asset space: BlackRock tokenizes money market fund on Ethereum Apple in talks to let Google’s Gemini power iPhone AI features US sues Apple over iPhone monopoly in landmark antitrust case Plus, 12 more exclusive stories to help you stay ahead of the curve!

Apple 52

Apple US Marketing Google 52

PYMNTS

MAY 27, 2020

Bad actors may dial into call centers and pretend to be legitimate customers to trick staff into revealing details about the individuals, which could then be used to figure out the victims’ digital banking logins. Read the full story in the Playbook. Deep Dive: Why Banks Must Examine Customer Behaviors Across Channels.

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Fraud How To Analysis Strategy 245