Insights on Business

MAY 3, 2019

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. Tailoring specialized content through the use of analytics and AI. In the past, clients managed their finances in silos.

Management 87

Management Data Meeting Branding 87

Cisco

OCTOBER 11, 2021

It’s a time of transition and digital transformation in financial services. Only 14% of banks are in the execution phase of their digital strategy… BDO. 61% of corporate leaders believe sustainability leads to market differentiation and improved financial performance… USGBC.org. Intelligent guest wireless.

Branch Design 146

Branch Design Branch Strategies ATM Digital Strategies 146

Abrigo

MARCH 6, 2017

1) @davidpoconnell – David O'Connell is a former commercial lender and a senior analyst at Aite Group, where he covers commercial banks and their use of analytics. 2) @GonzoBanker – Cornerstone Advisors’ totally opinionated take on technologies, strategies, vendors and “anything else we run across in the trenches of the banking industry.”

social media 150

social media Lending Community Community Bank 150

PYMNTS

NOVEMBER 30, 2020

He told Karen Webster recently that smart FinTechs will listen to customers, take the market’s pulse and deliver the reasonably priced services that merchants need right now. “An They might like making cakes and seeing happy customers, but few especially enjoy managing their businesses. “So We’ve heard that a hundred times.”.

Fintech 211

Fintech Innovation Analytics Seattle 211

Gonzobanker

JULY 6, 2021

Maybe this is the new reality for community bankers, but Cornerstone Advisors is seeing little evidence that they’re serious about implementing a comprehensive digital strategy. Topping their list of complaints: speed to market/pace of new improvements (or lack thereof) and integration challenges. Transformation Strategy.

Strategy 158

Strategy System Risk Management Technology 158

Perficient

JULY 20, 2020

What are marketing personas versus UX personas? Marketing personas define broad audience demographics. Marketing personas pinpoint the demographics of who to target, their affinities, and one key message that might resonate. Marketing persona: “women, ages 35-50, married with kids, income over $60K”.

UX 332

UX Meeting Groups Data 332

Bobsguide

AUGUST 7, 2022

Moving from an on-premises model to a cloud-based managed service is a big part of our operational strategy for treasury activity,” said Gary McDermott, Treasurer at The Co-operative Bank. Finastra Kondor supports open integration across all treasury trading instruments, third-party and proprietary analytics tools.

Operations 68

Operations Strategy Innovation Policies 68

FICO

AUGUST 19, 2022

It is generally held that most traditional companies have all the information they need to make smarter customer decisions that will improve customer loyalty and increase revenue, but it’s sitting in silos scattered across the organization, and management just can’t figure out how to make it all work together and across all channels.

Customer Experience 52

Customer Experience Analytics Strategy Management 52

PYMNTS

JULY 24, 2018

In one report, a survey by treasury management solutions provider Kyriba revealed that treasurers are wasting nearly 5,000 hours every year working with manual spreadsheets. “But what our numbers show, rather dramatically, is the cost of over-relying on spreadsheets to manage an entire finance function, like treasury. .

Survey 102

Survey Analytics Digital Strategies Data 102

Insights on Business

MAY 12, 2017

The cultural strategy, nimble operating models, and traction with niche customer bases mean that emerging fintechs can help established firms penetrate new and adjacent markets. L to R: Douglas Russell, Managing Director, MassMutual Ventures; Zach Perret, Co-founder & CEO, Plaid; Patrick Lane, The Economist; R.A.

Customer Experience 154

Customer Experience Fintech Analytics New York 154

PYMNTS

NOVEMBER 12, 2019

Innovation in the accounts payable (AP) space continues to expand, with FinTechs looking to capture their piece of a growing market driven by businesses’ desire to digitize their operations. billion valuation. Below, PYMNTS rounds up the latest examples of how AP innovators pull suppliers’ accounts receivable processes into the fold.

Innovation 124

Innovation Digital Strategies Payments Tools 124

Perficient

SEPTEMBER 29, 2020

In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. What will be different this holiday season and how to adjust your strategy accordingly. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient.

Marketing 294

Marketing Branding Data Industry 294

FICO

FEBRUARY 22, 2021

The “3 Es of AI” is how our chief analytics officer, Dr. Scott Zoldi , describes the criteria for responsible AI, which is now top of mind for analytics-driven businesses. AI and Big Data has spawned two new job descriptions: chief analytics officers (CAOs) and chief data officers (CDOs). Can you elaborate on that a bit?

Analytics 52

Analytics Data Software Digital Strategies 52

Javelin Strategy & Research

NOVEMBER 7, 2023

Banner Section Home Rss.xml 2024 Trends & Predictions Javelin’s Trends & Predictions reports look at the coming year across the range of Javelin Strategy & Research’s practice areas—digital banking, fraud & security, payments, and wealth management—and highlight the compelling challenges and opportunities likely to emerge.

Trends 45

Trends Fraud Digital Banking Strategy 45

Gonzobanker

SEPTEMBER 4, 2018

Customers love digital self-service—right up until they don’t, and then they want a live person. In our work with banks and credit unions around the country, an unavoidable truth comes up again and again: Even the flashiest digital strategy falls flat without the backing of a strong contact center. Phone menus dead-end.

Technology 117

Technology Resources Fraud Strategy 117

Cisco

APRIL 7, 2019

It’s clear retail banks need to adapt to emerging trends to stay relevant in today’s market. Mobile-first banking is an immediate driver of digital strategy. That said, the prevalence of legacy systems can make managing the ever-increasing mountain of data challenging at best. Smarter Analytics for Banks (McKinsey).

Trends 64

Trends Cyber Security Big Data Analytics 64

PYMNTS

APRIL 18, 2017

“As the pace of digital change is accelerating daily, last-mile delivery companies will need to leverage digital solutions to remain relevant and competitive in a fast-changing market,” the executive said in a statement. But less than a third told Accenture they have a dedicated budget for digital programs.

Big Data 100

Big Data Survey social media Industry 100

PYMNTS

JUNE 26, 2017

The move comes as part of the reset in digital strategy that PayPal first began rolling out last year when deal Visa and Mastercard aimed at enhancing future cooperation and interoperability were first announced. (Which is pretty much everywhere.). The Walmart/Amazon Bidding War That Wasn’t. billion bid from Amazon. Stay cool.

Arizona 116

Arizona Data Portland Cards 116

Cisco

APRIL 7, 2019

It’s clear retail banks need to adapt to emerging trends to stay relevant in today’s market. Mobile-first banking is an immediate driver of digital strategy. That said, the prevalence of legacy systems can make managing the ever-increasing mountain of data challenging at best. Smarter Analytics for Banks (McKinsey).

Trends 48

Trends Cyber Security Big Data Analytics 48

NCR

JUNE 16, 2017

However, tackling these problems is vital, as a strong digital strategy plays a vital role in building an effective omni-channel business. From an omni-channel perspective, one of the key benefits of digitization is its ability to greatly improve outcomes for end-users – both employees within the business and customers. .

Big Data 65

Big Data Data Analytics Strategy 65

PYMNTS

OCTOBER 11, 2019

He said Amazon’s roughly 40 percent market share of eCommerce isn’t nearly as impressive as it sounds given that most retailers’ efforts are omnichannel these days. Foran will be the next CEO at Air New Zealand Limited starting in 2020, but will remain at Walmart until the end of January to help manage the transition.

Leadership 100

Leadership Apple Branding Retail 100

CB Insights

MAY 10, 2018

Before Bruce Doolin Henderson opened the doors of Boston Consulting Group on July 1, 1963, the concept of “competition” barely existed in American business culture, let alone the concept of strategy. Before BCG and McKinsey and Bain, most business people dismissed “strategy” as something for generals and political campaigns.

Strategy 78

Strategy Management Analytics Tools 78

Filene

FEBRUARY 13, 2018

As we implement our own Digital Strategies program on filene.org, we want to bring you along, in real time, while we redesign our website to make it more convenient to get access to the information our busy members are looking for. We hope it may help streamline your digital strategies as you continue to evolve your own technologies.

Digital Strategies 28

Digital Strategies Strategy US Online 28

PYMNTS

JUNE 11, 2018

Far-reaching data protection regulations like PSD2 are both a consequence and catalyst of change in how financial service providers store, manage and use data. As banking services and products digitize, that means institutions have more data to handle – much, much more – impacting everything from compliance to customer relations.

Data 100

Data Management Analytics Compliance 100

Perficient

FEBRUARY 25, 2021

When management disagree on CX goals, priorities or projected impact, delivery teams are left holding the bag. Robust analytics platforms provide ongoing insight. Such tools are critical to support learning at scale so digital teams can develop the personalization and relevance customers expect. Barrier 3: Lack of Alignment.

Meeting 309

Meeting Customer Experience Branding Leadership 309

FICO

MARCH 28, 2023

While most marketers were comfortable using data and had access to a wide variety of data types, there was an interesting disconnect. Applying advanced analytics and machine learning techniques. Functional teams can save time and resources by piggybacking on each other’s analytic projects. This points to a bigger issue.

How To 52

How To Analytics Data Strategy 52

FICO

JUNE 21, 2022

A similar number (25%) of well-established banks also expect to be fully reliant on deployment of data warehouses and analytics operations via cloud-hosted decision platforms. Digital decision platforms have been driving a diverse mix of innovations. Key Steps on the Digital Decision Platform Journey.

Management 52

Management Customer Experience Regional Strategy 52

Gonzobanker

DECEMBER 5, 2018

And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

Fraud 111

Fraud Austin Fintech Lending 111

FICO

JUNE 16, 2021

What happened next, was an excellent example of a company that has considered the “Unhappy Path” and used analytics to optimize the customer experience. Outcome-based decisioning: The speed with which the decision to credit back my purchase amount indicates that some type of calculation is made using analytics. by Aashish Sharma.

Analytics 52

Analytics Survey Cards Customer Experience 52

CB Insights

JANUARY 6, 2019

The key focus areas are big data analytics and multi-channel customer outreach strategies; projects such as on-can printing, wearable technology, and Bluetooth beacons are noted on the Coca-Cola website. Key People: Anthony Gregorio, Innovation Lab Senior Manager; Prat Vemana, VP Online; Albert Vita, Director of Strategy Insights.

Innovation 77

Innovation Retail Branding Technology 77

FICO

JULY 11, 2022

Digital omnichannel communication acts as a “virtual agent” that guides the customer through simple self-service which will result in increased account resolutions. This is especially true when it comes to managing debt collection accounts. Introduce an Omnichannel Strategy. Lead with Personalization.

Strategy 52

Strategy Analytics Operations Digital Strategies 52

Gonzobanker

DECEMBER 22, 2014

Rise of the Analytics Organization in a Dog-Eat-Dog World – Brush off your resumes Gonzoanalysts, at our client roundtables we heard about analytics organizations being formed and analysts and managers being hired to head them. Today the check digit is the root cause of inefficient loan origination processes.

Los Angeles 101

Los Angeles Apple Risk Management California 101

Independent Banker

AUGUST 25, 2016

The panel of judges include: Jessica Wallace, former digital strategy/marketing engagement, ICBA; Sarah Elbert, executive editor of Delta Sky magazine; Carly Ferry, senior digital strategist, MSP-C; and Patrick Dix, vice president of public relations at SHAZAM Inc. Everything in one place. When it’s OK to unplug.

social media 70

social media Community Bank Community Video 70

Fintech Labs Insights

MAY 24, 2016

For Personetics , an Israel-based company making its Finovate debut earlier this year, the three pillars of personalization are real-time access to transaction data, predictive analytics, and best practices – knowing what works and what doesn’t. Second is predictive analytics that can turn data into insights for the customer.

Analytics 14

Analytics Data Examples America 14

CB Insights

MAY 15, 2019

Visa — One Market Center. Key people: Chris Curtin, Chief Brand & Innovation Marketing Officer; Shiv Singh, Senior Vice President of Innovation & Strategic Partnerships. Key people: Annie Ye, Head of DAX, Senior Vice President, DBS Innovation Group; Neal Cross, Managing Director & Chief Innovation Officer.

Innovation 78

Innovation blockchain Technology Groups 78