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Empowering Your Financial Advisors With Salesforce

Perficient

Through Salesforce, of course! Salesforce’s Financial Services Cloud, which is built on the Salesforce CRM platform, is intuitive and customizable, making it the go-to tool for anyone in retail banking, commercial banking, corporate and investment banking, mortgage and lending, insurance, and wealth and asset management.

Taxes 294
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Temenos to Acquire Kony: So What?

Gonzobanker

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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Disrupting Insurance: The Other Financial Services Opportunity

Tefkin

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.

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The 2019 GonzoBanker Awards

Gonzobanker

Even with worries around an allegedly discriminatory algorithm, Silicon Valley UX met big bank Wall Street money in slick onboarding that has our attention. From app and decision to credentials and top-of-wallet in under three minutes followed by helpful follow-up content emails, the Apple Card has redefined consumer expectations.

Idaho 148
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We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

In each instance, we tore apart the UX and UI of each tool, looked at their growth and revenue numbers, pored through interviews with founders and early employees, researched their public reception, talked to employees, and did our own math. Even a well-known startup brand like Lending Club still spends about $200 per customer it acquires.

Tools 78