South State Correspondent

APRIL 27, 2022

We have prepared a free ebook that contains brainstorming questions to help you better understand total experience. The total experience is the product, the user’s journey with the product, the marketing/branding, and the interaction between the users and support staff. You can download it HERE. For total experience, it is the same.

Customer Experience 195

Customer Experience eBook User Experience Policies 195

Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

FICO

MARCH 10, 2022

One of the most interesting takeaways for me is that banks have an opportunity for proactive, personalized customer communication, in the channel of their choice, to provide fraud detection and fraud prevention, as well as to manage fraud cases so that they can be bought to a conclusion more quickly and with a better customer experience.

Fraud 52

Fraud Survey Cards Customer Experience 52

Social Assurance

DECEMBER 17, 2021

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. Financial brands may think that a content marketing strategy is something that comes at a later point, but we would argue it’s the foundation of modern marketing. Set Clearly Defined Goals. Most likely not.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

FICO

MARCH 28, 2023

When asked about their ability to effectively use the data for things like targeting customers, supporting their brand and products, and developing new products, there was an obvious lean toward being “ineffective” versus “effective.” See an illustrated explanation in our Applied Intelligence ebook. This points to a bigger issue.

How To 52

How To Analytics Data Strategy 52

Fintech Labs Insights

OCTOBER 3, 2016

Signed deal with Vision FCU to provide its money management app. Partnered with fellow Finovate alum NCR to launch new money management platform. Powered Homeownership Preservation Foundation’s digital money management app. Offered digital wealth management for BancAlliance Member Banks. Hired former Yodlee CFO.

San Francisco 18

San Francisco Taxes Lending Colorado 18