Community Compliance Customer Experience Retail 
Perficient
DECEMBER 1, 2022
How can firms give their advisors more liberty to be personalized and tailored in communicating with their clients and prospects while still ensuring utmost regulatory compliance? Here is an example scenario in which a financial advisor equipped with Salesforce was able to better target a client while maintaining regulatory compliance.
NCR
DECEMBER 1, 2017
It’s an interesting time to be a community financial institution (FI) right now. For smaller community banks and credit unions in the US, it might seem like a difficult time to do business, with so much change, intensifying competition and regulatory compliance to contend with. It’s more personal.
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PYMNTS
JANUARY 6, 2021
The three verticals that we service at NCR today — banking, restaurants and retail — I think they had the common bond for us that they was all about, ‘how do you simplify operations and the customer experience?’” Tackling those tougher problems to simplify things — and that’s true in banking, retail and restaurants.”.
Abrigo
MAY 8, 2024
They can more easily consider how to harness genAI's power to enhance their operations, compliance, risk management, and member or customer experience. The greatest absolute gains forecast (largely from increased productivity) are tied to corporate and retail banking.
PYMNTS
MARCH 17, 2020
Open APIs offer FIs a way to enable banks to build multi-channel offerings, especially in the march toward digital transformation, as they standardize access to customer data while giving developers a way to cut the time it takes to develop new customer experiences.
Independent Banker
OCTOBER 31, 2021
It provides a real ROI, including increased efficiencies, more loan originations and a way to attract and retain customers. Community bankers tell us why. In early 2021, the $490 million-asset community bank launched its Finastra Consumerbot product, which offers online applications for consumer loans for items like boats and vehicles.
Gonzobanker
MAY 21, 2019
Acme has doubled its size in the past five years with acquisitions of smaller community banks. There are no visible managerial processes tied to customer experience and learning. for the past 11 years, yet no analysis has been initiated to determine why customer share-of-wallet is not improving.
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