Accenture

MAY 22, 2019

Tim brings a unique perspective to treasury management services, having worked in industry, for solution providers and in consulting, helping commercial banks meet changing client expectations with new product and market strategies. Customer experience mastery is core to their business models.

Payments 150

Payments Customer Experience Survey Capital 150

William Mills

NOVEMBER 1, 2016

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?

Technology 40

Technology US Customer Experience Marketing 40

William Mills

MAY 8, 2018

He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 40

social media Customer Experience Marketing Strategies Strategy 40

William Mills

APRIL 26, 2017

He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 68

social media Customer Experience Marketing Strategies Strategy 68

The Financial Brand

OCTOBER 15, 2023

This article Banking Success Requires Real-Time Data-Driven Engagement appeared first on The Financial Brand. Banks must leverage data, predictive analytics and modern technology to enable personalized, real-time engagement across the customer journey.

Data 40

Data Analytics Branding Technology 40

The Financial Brand

JULY 19, 2021

Digital banking engagement leads to more customer data and better customer experiences, which leads to greater loyalty and higher profits. The post The Future of Loyalty in Banking is at Risk appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Customer Experience 43

Customer Experience Banking Trends Analysis Digital Banking 43

The Financial Brand

DECEMBER 9, 2021

Financial institutions need to make hefty tech investments to advance their customer experience game — here's how to do it the right way. The post 3 Key Steps Banks & Credit Unions Must Take to Step Up Their Marketing appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Marketing 34

Marketing Customer Experience Banking Trends Analysis 34

PYMNTS

MAY 14, 2018

Those things take time, and while it may not be impossible in the long run, replacing the QR code for payments is not a practical go-to-market strategy for a new tech. Customer Experience. Darbi said a “pull” interaction sends a definite signal about the customer’s interests and buying intents. Advertising.

Retail 103

Retail Mobile Marketing Strategies Payments 103

The Financial Brand

MAY 31, 2023

This article Marketing in a World of ‘Infinite Data’ appeared first on The Financial Brand. We are experiencing a significant evolution of marketing driven by the availability of 'infinite data,' modern technologies & evolving rules.

Data 30

Data Marketing Branding Technology 30

PYMNTS

OCTOBER 4, 2017

In terms of driving customer loyalty, the value that users place on a basic cash back system lies at the low end of the spectrum, paling next to the aspirations of taking a trip, for example, or redeeming points in order to gift a relative the latest aspirational Apple product. Yet caution abounds, in general, when embracing new technology.

Strategy 102

Strategy Marketing Strategies Technology Customer Experience 102

Cisco

MAY 25, 2021

Shift from manual to automated -> Chatbots can help businesses save on customer service cost by speeding up response times and answering up to 80% of routine questions. This type of approach will create a customer experience that is ‘effortless and enjoyable’ and provides a level of emotional connection and trust consumers desire.

Strategy 71

Strategy Mobile Study System 71

The Financial Brand

JANUARY 10, 2022

The success of a bank CMO requires understanding the power of analytics, technology, strategy and agility to drive business results. The post The CMO Role in Banking is Being Disrupted appeared first on The Financial Brand - Banking Trends, Analysis & Insights.

Analytics 43

Analytics Banking Trends Analysis Strategy 43

William Mills

SEPTEMBER 25, 2018

However, they see their main value as helping to improve customer experience. ^SR Cashoff enhances customer engagement with its loyalty program offering cash back by big-name brands. Cashoff integrated with global brands. Would bank customers want lifestyle products and services inside their mobile banking app?

Mobile 77

Mobile Customer Experience Lending Analytics 77

The Financial Brand

NOVEMBER 25, 2018

Artificial intelligence (AI) should be a top priority for financial institutions that wish to improve marketing effectiveness and customer experience. The post Artificial Intelligence Is The Financial Marketer’s Secret Weapon appeared first on The Financial Brand.

Customer Experience 33

Customer Experience Branding Marketing Marketing Strategies 33

William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. Ana, CEO is speaking. “20 12:15 pm Capsilon.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

The Financial Brand

NOVEMBER 12, 2018

It is part of a strategic framework that uses analytics and technology to deliver an improved customer experience. The post Data is Powerful, But Not A ‘Silver Bullet’ appeared first on The Financial Brand. Big data is not a 'silver bullet'.

Data 19

Data Big Data Analytics Customer Experience 19

The Financial Brand

JULY 25, 2021

The post 6 Global Megatrends Impacting the Future of Banking appeared first on The Financial Brand - Banking Trends, Analysis & Insights. The banking industry requires new perspectives, solutions and business models that reflect the megatrends in other industries.

Banking Trends 43

Banking Trends Analysis Trends Branding 43

The Financial Brand

JULY 25, 2021

The post 6 Global Megatrends That Are Impacting Banking’s Future appeared first on The Financial Brand - Banking Trends, Analysis & Insights. The banking industry requires new perspectives, solutions and business models that reflect the megatrends in other industries.

Banking Trends 43

Banking Trends Analysis Trends Branding 43

The Financial Brand

JANUARY 3, 2021

A look at the digital banking trends of the last year provides a perspective for future strategies and organizational changes. The post Retail Banking Year in Review 2020: A Reflection in 20 Charts appeared first on The Financial Brand.

Retail 43

Retail Banking Trends Strategy Digital Banking 43

The Financial Brand

DECEMBER 27, 2020

As banking executives define their 2021 goals, they must commit to improving digital experiences, leveraging data and honing human skills. The post 3 Resolutions for Digital Banking Success in 2021 appeared first on The Financial Brand.

Digital Banking 43

Digital Banking Branding Data Big Data 43

The Financial Brand

NOVEMBER 25, 2018

The marketing function at financial institutions is being disrupted by technology and tools that didn't exist 5 years ago. The post 9 Digital Marketing Trends Banks and Credit Unions Must Know In 2019 appeared first on The Financial Brand.

Trends 33

Trends Marketing Tools Branding 33

The Financial Brand

DECEMBER 20, 2020

The post Autonomous Finance Required for Digital Banking Success appeared first on The Financial Brand. With consumer expectations outstripping institutions' ability to deliver strong CX, automation of engagement may be the only solution.

Digital Banking 40

Digital Banking Branding Customer Experience Marketing Strategies 40

The Financial Brand

MAY 13, 2021

The post Building an Intelligent Banking Organization appeared first on The Financial Brand. More than ever, financial institutions need to accelerate digital transformation with data, applied analytics, cloud solutions and 5G functionality.

Analytics 34

Analytics Branding Data Big Data 34

The Financial Brand

MARCH 4, 2019

Here's how to manage communications with key constituencies and find cross-selling opportunities when upgrading banking technologies. The post Marketing Communications Critical to Managing Risks With Digital Banking Conversions appeared first on The Financial Brand.

Digital Banking 27

Digital Banking Management Marketing Branding 27

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. Leveraging assets from mobile banking and moving into the customer journey. i.e. showing the mobile banking when they are calling customer service. Good job. ^WM.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Ryan Wilk (VP, Customer Success) and Robert Capps (VP, Bus. Maria Gurina (Bus. How does this work?

Video 40

Video Lending social media Analytics 40

The Financial Brand

OCTOBER 14, 2018

The post Financial Institutions Fail To Humanize The Digital Banking Experience appeared first on The Financial Brand. Banks and credit unions must go beyond ease and simplicity in the delivery of digital banking services, humanizing the engagement process.

Digital Banking 32

Digital Banking Branding Customer Experience Marketing Strategies 32

The Financial Brand

OCTOBER 14, 2018

The post Financial Institutions Fail To Humanize The Digital Banking Experience appeared first on The Financial Brand. Banks and credit unions must go beyond ease and simplicity in the delivery of digital banking services, humanizing the engagement process.

Digital Banking 25

Digital Banking Branding Customer Experience Marketing Strategies 25

William Mills

SEPTEMBER 9, 2016

Now showing how Avoka can integrate with a ton of apps in a matter of days with your company’s brand. From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. Addresses compliance, fraud experience and customer experience analytics.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 11, 2016

Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. Race Data brought bank client on stage who is thrilled with the product, he also states that the technology gives context to bank call center employees as well. ^KT. Robert Armiak (CEO).

Video 40

Video Mobile social media Analytics 40

South State Correspondent

MAY 2, 2022

Your bank might have introduced a new product, but very few banks go back and try to improve an existing product unless forced to by the regulators or changes in technology. As mentioned above, it takes focus away from creating a brand and a value proposition in a product. The Problem with Funnels – Sales over Product.

social media 195

social media Management Marketing Resources 195

NCR

MAY 31, 2017

When it comes to delivering a successful omni-channel marketing strategy, devising and launching your plans are just the first steps. Just as much time and attention are required to manage your marketing. Managing costs and driving revenue.

Management 83

Management Marketing ATM Customer Experience 83

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. A TON of really old technology is being used in mortgage lending. In fact, Fiserv recently sold ALL of their mortgage technology to a PE firm. Grounding your organization’s digital transformation in people, processes, and technology is critical.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Also a pretty good customer experience. Their technology is basically a card with a built in computer that lets the holder to change a credit card to a different type of credit card, or perhaps even a debit card. Perhaps there is a big bank in Canada that has embraced their technology. Their application is middleware.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

DECEMBER 14, 2017

In the process, these brands, spanning everything from detergent to sneakers, are radically changing consumer preferences and expectations. These well-positioned startups are not just competing with some of the biggest retail brands in mattresses, razors, shoes, and more, by launching their own brands.

Video 78

Video Branding Company Strategy 78