Course Lending Management UX 
Perficient
DECEMBER 1, 2022
But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway. Through Salesforce, of course!
Gonzobanker
SEPTEMBER 10, 2019
Temenos leadership – first Akcelerant founder Jay Mossman and then Akcelerant/FIS/Sanchez veteran Emily Steele – wins points with the Cornerstone team for straight talk and course-correcting to avoid the common international player sin of over-commitment and under-delivery. To its credit, Temenos U.S.
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Tefkin
MARCH 12, 2014
In the last years, most of the focus on innovation in financial services has been, it seems, on banking (investing and lending) and payment. In an insurance world, there is a conflict between the requirements of the underwriting algorithm for being able to price the premium and the optimal UX for users to be able to obtain a product.
Gonzobanker
DECEMBER 20, 2019
billion of assets under management. Hats off the Schools Financial’s board and management for acknowledging that even multi-billion dollar credit unions can drive value via merging with someone bigger. We salute CEO Frank Weidner, CIO David Mason and Strategic Insights Manager Mike Lindberg for taking this big strategic step.
CB Insights
OCTOBER 10, 2017
An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth. In aggregate, they command $1.3 trillion in annual spending. The secrets of user growth.
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