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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Your brand is the beacon of authenticity for a personal experience. Elements of Delivering a Personalized Experience.

Industry 294
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Passing The Middle-Market Automation Exam

PYMNTS

The National Center for the Middle Market must have a definition of what the term is so that they can do data analytics and sample and survey these firms. Visa prefers to define mid-market as a set of needs and a set of customer behaviors, he said. And both the needs and behaviors change as firms grow, he said. Krishna said.

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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. IncredibleBank in Wausau, Wis.,

Fintech 136
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GonzoBanker Awards 2017

Gonzobanker

Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. FinTech threats and distractions.

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Finovate Debuts: Race Data Helps Community Banks Turn Customer Data into Market Intelligence

Fintech Labs Insights

“Know Your Customer” is a good axiom when it comes to authentication and security. The Canadian analytics company specializes in providing community banks and credit unions with powerful data management, database and behavioral analytics, marketing automation, and one-to-one communications solutions.

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Q2 Acquires Gro Solutions: So What?

Gonzobanker

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
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Fintech Fundings: $110 Million Raised by 13 Companies Week Ending Dec 4

Fintech Labs Insights

ThetaRay : The Israeli company fintech security company raised $5 million from Alibaba. Onovative : The financial services marketing automation provider brought in $1 million. Marketing automation & analytics for financial institutions. Blockchain-based bitcoin analytics. Automated trading tools.