Abrigo

OCTOBER 4, 2016

Probably the easiest way for institutions to bring in more applications is to set up an online loan application on their website that makes the process easier for applicants, potentially broadens the institution’s reach to new markets and can streamline the process so lenders can handle more applications in the same time.

Resources 236

Resources Marketing Strategies Strategy Community 236

The Financial Brand

APRIL 2, 2023

This article Digital Marketing Maturity Still Lags in Spite of More Tools in the Toolbox appeared first on The Financial Brand. Regulatory compliance, legacy technology and lack of expertise prevent banks and credit unions from achieving maturity in their digital market efforts. What's the hold-up?

Tools 31

Tools Marketing Compliance Branding 31

Social Assurance

NOVEMBER 19, 2021

First things first: Do you have a marketing budget? Many practices in the financial services industry are rapidly evolving and marketing budgets are fluctuating year-to-year. Deciding where to spend your marketing dollar can be a make-or-break decision for your organization. If not, set one soon! Set Your Goals. Let’s be real.

Marketing 29

Marketing Branding Marketing Strategies Strategy 29

PYMNTS

JULY 30, 2019

.” One source told the publication that Deutsche Bank may not have “thought through properly” the logistics of these layoffs, “which is causing a huge compliance headache.” The news outlet noted that the potential security mistake comes as Deutsche Bank readjusts its market strategy in a major restructuring.

System 108

System Compliance New York Marketing Strategies 108

PYMNTS

JANUARY 5, 2018

Paul’s wealth of experience in planning for growth, resilience, cybersecurity, regulatory compliance, business operations and go-to market strategy will be of great value to BABB’s long-term vision,” said BABB Founder and CEO Rushd Averroes. “We BABB is also developing a mobile app. fiscal and regulatory policy.”.

blockchain 108

blockchain Industry Compliance Marketing Strategies 108

PYMNTS

AUGUST 16, 2019

Earlier this year, Revolut announced a shift in its market strategy as it worked to expand its market share and global presence. Revolut developed a compliance team with plans to double its size in the year ahead, and also expressed interest in strengthening its relationship with traditional financial institutions.

Marketing Strategies 108

Marketing Strategies Management Tools Compliance 108

PYMNTS

JULY 16, 2019

The data can potentially provide the retailer with insights into how to hone marketing strategies and stamp out rivals. Amazon Assistant fetches the price of Amazon products and displays it to users on Target’s and Walmart’s websites, among other places, Reuters reported. But in the U.S.,

Comparison 109

Comparison Google Marketing Strategies Retail 109

Social Assurance

NOVEMBER 16, 2020

As financial service providers continue to leverage social media in their marketing and branding efforts, they continue to face the same timeless issue: how to make their brand stand out. After realizing the power of social media, bank marketers need to take the next step. How do you effectively update your marketing strategy?

Marketing 15

Marketing social media Marketing Strategies Branding 15

PYMNTS

APRIL 18, 2018

Keeping pace with that growth, said CEO and Co-Founder Michael Praeger , means having a ringmaster in place over various channels and their operations, from marketing functions to distribution. Praeger said that’s why AvidXchange decided to bring on a Chief Growth Officer of its own.

Fraud 100

Fraud Leadership Marketing Strategies Analytics 100

PYMNTS

MARCH 19, 2018

Data helps companies understand customers and change their go-to-market strategies to meet their buying habits. Data needs protection , however, a key desire of consumers who may be wary and weary of aggressive marketing. Think of it as outsourcing data analytics, to at least ensure that the data is in compliance.

Analytics 124

Analytics Data Compliance Tools 124

CFPB Monitor

JANUARY 29, 2020

Recently, Carol Evans and Westra Miller from the Federal Reserve’s Division of Consumer and Community Affairs published an article in the Fed’s Consumer Compliance Outlook addressing this very issue, entitled “ From Catalogs to Clicks: The Fair Lending Implications of Targeted, Internet Marketing.”

Lending 130

Lending social media Compliance Regulation 130

Payments Source

JULY 5, 2018

appeals court is the latest of many episodes in a battle between merchants and card brands that has influenced regulations, technology, market strategies and nearly all other aspects of the payments ecosystem. This week's ruling from a U.K.

Marketing Strategies 69

Marketing Strategies Payments Strategy Regulation 69

PYMNTS

MARCH 8, 2017

In fact, when it comes to FinTech companies, thinking “small” by focusing and serving a relatively small number of huge markets may provide the best opportunity to drive more impactful revenue with sustainable and profitable growth. David Weiss, president of YapStone , shared with PYMNTS some big misconceptions about market specialization.

Fintech 130

Fintech Marketing Strategy Payments 130

Gonzobanker

OCTOBER 26, 2021

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. Having an executive in charge of ESG integration and a combined strategy for mergers will be a small move with big impact.

Leadership 97

Leadership Compliance Strategy Branding 97

Social Assurance

AUGUST 17, 2020

For bank marketers, vendors are synonymous with risk assessments, compliance hurdles, financial analysis and reference checks – not to mention a whole lot of paperwork and expense. Given this, why on earth would a bank marketer ever jump ship and start working for a bank vendor? Well, this bank marketer did just that.

Marketing 15

Marketing Community Bank Community Marketing Strategies 15

PYMNTS

NOVEMBER 3, 2017

The company said it will use the backing to focus on its go-to-market strategy and expand existing leadership. California’s AppZen deploys AI and machine learning to automate back-office functions, with a focus on expense report auditing, fraud detection and employee spend compliance. Talent Management.

Analytics 189

Analytics Data Capital San Francisco 189

Long Lasting Ideas

AUGUST 7, 2014

In the past it was easier to manage social media use by restricting access to sites on company systems, but smart phones and the acceptance of using social media in marketing communications has changed the landscape. A comprehensive policy can be created using the following steps: 1. use of disclaimers.

social media 69

social media Policies How To Handbook 69

CFPB Monitor

MARCH 15, 2022

Given such continuing threats, non-bank participants would be well-advised to revisit their vulnerability to “true lender” challenges and their compliance with state licensing laws. In addition to “true lender” threats, non-bank participants in bank-model programs will continue to face state licensing threats.

California 78

California Innovation Utah West Virginia 78

The Financial Brand

NOVEMBER 16, 2016

Marketing and compliance must work together to develop communications that meets government guidelines and improves the customer experience.

Compliance 12

Compliance Guidelines Retail Customer Experience 12

PYMNTS

JUNE 5, 2020

Such solutions can “empower people to control their financial well-being,” Andrew Davies, vice president of global market strategy and financial crime risk management at financial services technology company Fiserv , told PYMNTS in a recent interview. Even if your products are not covered per FinCEN in the U.S.,

Security 174

Security Fintech Data Fraud 174

The Financial Brand

NOVEMBER 17, 2020

Consumers now expect value in return for providing more data, yet most financial institutions still think of 'privacy' as 'compliance.'. The post Why Data Privacy Could be Banks’ Next Big Competitive Battleground appeared first on The Financial Brand.

Data 43

Data Compliance Branding Big Data 43

Cisco

MAY 25, 2021

Using Cameras, Sensors and Digital Signage for Alerts, Warnings, Building Status, Automation, Analytics …Find Rooms, minimize over-scheduling, eliminate no-shows, reduce late meeting starts, social distancing , SPACE OS – Middleware for COVID compliance, Cleaning Room Hold example. Interactive Demo in Chrome: [link].

Strategy 71

Strategy Mobile Study System 71

Social Assurance

OCTOBER 13, 2021

certainly, felt firsthand the impact of Facebook and Instagram going down, preventing our clients, consumers, and businesses from distributing their content and preventing advertisers and marketers from managing campaigns, optimizing their advertising, and accessing their analytics. Invest in YOUR marketing assets (not just Zuckerberg’s).

social media 15

social media Strategy Marketing Strategies Marketing 15

Gonzobanker

JUNE 25, 2021

Maintain a sharp focus on compliance and safeguards against fraud, but find the fast path to put the customer first. Playbook Highlights: Empower agents to say “Yes.” Challenge “we’ve always done it that way” thinking and break down years of antiquated procedures and practices. Optimize for first contact resolution.

Customer Experience 105

Customer Experience Fraud Policies Training 105

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Unison is the market leader in home ownership investment. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. @infocorpgroup.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

Social Assurance

JANUARY 11, 2021

As financial marketers finalize their 2021 marketing plans, the focus for the the new year will center on executing new organizational goals, addressing changing consumer demands and behaviors and learning and experimenting with new marketing channels and tactics in evolving their marketing strategy. Facebook Pay.

social media 15

social media Branding Trends Tools 15

Social Assurance

JANUARY 11, 2021

As financial marketers finalize their 2021 marketing plans, the focus for the the new year will center on executing new organizational goals, addressing changing consumer demands and behaviors and learning and experimenting with new marketing channels and tactics in evolving their marketing strategy. Facebook Pay.

social media 15

social media Branding Trends Tools 15

The Financial Brand

JULY 20, 2020

A brand portal with workflow approvals, creative templates, brand education and an automated disclaimer engine is a key marketing resource. The post How Top Financial Institutions Keep Their Teams On-Brand and Compliant appeared first on The Financial Brand.

Branding 32

Branding Resources Marketing Marketing Strategies 32

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Industry Solutions Marketing Mgr.). Assaf Frenkel (VP, Product & Marketing). He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Simon Scheurer (CTO).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR Sabina Bhatia (Director, Marketing). Scale private banking model to a much broader market. Tim Dubes (VP, Marketing).

Video 40

Video Lending social media Analytics 40

The Emmerich Group

APRIL 15, 2013

These leaders concentrate on getting core deposits, pinpointing A+ credits, landing this quality business at premium pricing, and differentiating their bank from the competition with compelling USPs, smart marketing, whole-team sales, and culture training. Sales and Marketing Tools. It ties everything together.

System 28

System Strategy Meeting Tools 28

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. If you missed it, we broke down what content marketing is here. You may want to glance at that post before you dive into how to create a strategy in this blog post. Set Clearly Defined Goals.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

William Mills

MAY 11, 2016

What’s the market strategy? Helps with mobile onboarding and anti-money laundering compliance. ^SR. We are the global leaders in identity solutions while protecting FI’s and providers from compliance and fraud.” Sergii Danilenko (Head of Marketing). Sabina Bhatia (Director, Marketing). Maria Gurina (Bus.

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 9, 2016

Targeted at Marketing, execs, lines of business owners, etc. Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. 2015 formed aspire to address inefficiencies in alternative lending market.

social media 40

social media ATM Mobile Customer Experience 40

FICO

APRIL 17, 2023

The impact of legacy systems, the continued inability to hire or retain skilled talent, wrestling with compliance and regulatory demands — these are also hampering the ability to meet customer expectations for nearly half of respondents (~45%). Read Unlocking Hyper-Personalization at Hyper-Scale.

Survey 52

Survey Customer Experience Analytics Study 52

PYMNTS

MAY 31, 2019

The company instead operates a platform that enables startups to plan and manage their own funding rounds — including compliance and legal document management. In addition to focusing on the deployment of its platform, Crowdz said it will use the cash for marketing, sales and to grow its team. The company raised $6.5 announced $7.25

Capital 143

Capital Analytics Big Data Data 143

PYMNTS

MAY 1, 2018

The startup manages multiple distribution channels, each with its own marketing support, programs and go-to-market strategies overseen by various leaders. Drees hails from Fiserv, where he helped financial institutions and their clients cut costs and complexity around fraud and compliance via process automation and analytics.

Innovation 126

Innovation Fraud System Cards 126