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[Guide] Why Personalization Is the Future of Financial Services

Perficient

It is becoming the key driver behind ongoing digital strategies, and the industry pundits echo that. Financial services companies say the top two challenges facing them are acquiring new customers and creating personalized experiences. Personalizing the customer experience is no easy task.

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Helping SMBs Profit From A Decidedly Different 2020 Holiday-Shopping Season

PYMNTS

“Many who were taking legacy forms of payment before — cash or checks — now have to move to a 100 percent digital this holiday season — and that can be a pretty big shift for many small businesses,” Burgin said. An Uncertain Holiday Season.

Fraud 236
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Helping FI’s Develop Their ‘FinTech Sense’

PYMNTS

Everyone knows that digital and mobile services are key to success in the 2020s — not only in terms of more revenue, but also larger transformations. But that doesn’t mean all the players in payments and financial services have a solid or clear digital strategy.

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What customer complaints can tell you about your experience (and your compliance)

Insights on Business

Until recently, the words “customer experience” and “compliance” didn’t really come up in the same conversation – let alone exist in the same universe. There didn’t seem to be a need to connect this area, governed by rules and regulations, with the “front office” customer experience. Learn more at ibm.com/RegTech.

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Channel Strategy for Corporate Banking: Is Your Bank Paying Enough Attention?

Celent Banking

Of those, 27% indicated that improving availability of online and mobile banking tools were a major reason for reviewing their bank relationships, and 55% cited the need for an improved customer experience. Expand self-service, including the ability to securely exchange documents and open accounts and new services.

Strategy 100
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The case for end-to-end digital lending

Independent Banker

The pandemic accelerated the adoption of digital lending for both banks and consumers. The transformation has been phenomenal,” says Prabhash Shrestha, ICBA group executive vice president and chief digital strategy officer. Hands down, this is the future, and we are seeing a bigger move to digital lending across the industry.”.

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Generative AI – 7 Lessons That Tate Taught Us

South State Correspondent

Led by our Chief Data Architect and SVP of Digital Strategy , the effort was a lesson in how to be more innovative and work together to achieve the sole goal of the customer experience. Generative AI is a powerful tool but still benefits from clear and specific instructions. and future regulatory compliance.

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