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3 Ways Financial Institutions Can Step Up for Underserved Communities

Perficient

The financial services industry has made major strides in amping up its overall customer experience game; however, there is still a deficit in the personalization and accessibility of products and services for many Americans. Trust and Transparency. .

Community 275
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36 Hours at Fintech Meetup: Three Themes from the Las Vegas Event

Gonzobanker

It happened this week: Fintech Meetup , one of the newer trade events that brought 4,000 or so fintech and banker types to Las Vegas. From panels to keynotes to hallways, here are a few things that caught my attention: AI: Next-gen customer experience? Follow Mary on LinkedIn.

Las Vegas 147
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Market your community bank with first-party data

Independent Banker

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Community banks own an enviable amount of data, but not all are leveraging it to its fullest extent. By Mindy Charski People share important data about themselves with their community bank in myriad ways.

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Santa visits, celebrity chefs: Banks build loyalty with virtual events

Payments Source

The pandemic has forced Bank of America, Chase, PCSB and other banks to find new ways to maintain connections with their customers and communities.

America 116
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LSB’s McCrary: Speed, not fund access, challenges banks now

Bank Innovation

Despite market strains caused by the novel coronavirus, providing funds for communities shouldn’t be a major issue for banks, according to Mike McCrary, first vice president of LSBX, Lincoln Savings Bank’s innovation lab.? “The The strength of […].

Community 273
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Salesforce Launches NFT Cloud

Perficient

Adam Caplan, Salesforce’s Senior Vice President of emerging technology, explained said that the software targets brands who want to drive engagement and provide their customers with special event access via NFTs rather than sell works of art.

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Empowering Your Financial Advisors With Salesforce

Perficient

She had a list of eligible prospects from community events she had recently attended, as well as current clients in mind that would benefit from tax-aware asset location. All of this contributes to higher ROI and elevated customer experiences, which work in tandem to boost brand reputation and loyalty.

Taxes 294