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Customer Experience in Financial Services

Celent Banking

These are a handful of the topics discussed at this week’s Customer Experience for Financial Services (CXFS) Conference, organized by Worldwide Business Research in Charlotte, NC. The CXFS conference was all about the “voice of the customer” (VoC) and how financial institutions (FIs) can improve their customer “listening” skills.

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The 34 Biggest Banking, Mortgage & BankTech Events in 2023

Fintech Labs Insights

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. Small Businesses (SMB) in November 2022 Top 15 U.S.

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Fintech Fundings: 23 Companies Raise $685 Million Week Ending Dec 18

Fintech Labs Insights

Online identify verification. Diversified financial technology provider. HQ: Charlotte, North Carolina. Latest round: $16 million Series B. Total raised: $22.3 HQ: Chicago, Illinois. Source: Crunchbase. Latest round: $15 million. Total raised: $23.3 HQ: London, England, United Kingdom. Latest round: $11.2 FinTech Group.

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Lessons From The Failed Chatbot Revolution — And 5 Industries Where The Tech Is Making A Comeback

CB Insights

Customer journey: Using chat to get people from online to brick-and-mortar. From crawling financial documents to simplifying how users manage their money, chatbots are creating more efficient financial technology on both the back- and front-end. Retail & e-commerce: Convenient shopping & scheduling.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

InSpirAve is transparent pay-for-performance model where we create incremental revenue for retail and financial institutions. Charlotte, NC-based tech company founded eight years ago by a 14-year FinTech veteran from FIS. Back in 2013 this was their company stats: HQ Location: Charlotte, NC. Partner with Geezeo.

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