Insights on Business

NOVEMBER 16, 2016

Most people who know the name Branch Rickey know him as the president and general manager of the Brooklyn Dodgers who played a key role in helping Jackie Robinson break the Major League Baseball color barrier in 1947. In fact, design is central to our mission of helping wealth management firms innovate in an era of digital disruption.

Innovation 117

Innovation Management User Experience Leadership 117

PYMNTS

JANUARY 10, 2019

“Throughout his career, he has served the needs of small businesses, while building loyal teams that deliver innovative products and a great customer experience. These skills will be invaluable as CAN Capital finds new ways to deliver on its mission of helping small businesses succeed.”

Capital 134

Capital Leadership Customer Experience Lending 134

Gonzobanker

JULY 8, 2022

Today, banks have no choice but to look more like tech companies: tech companies are offering banking services, innovative financial institutions are deploying banking as a service (BaaS) offerings, and digital transformation is dominating the strategic priorities of most financial institutions. 2: Talent Shortage. and a shocking 1.3%

Resources 146

Resources Leadership Technology Management 146

Gonzobanker

JULY 20, 2022

Bank executives are coming to understand that in today’s world, the customer experience (CX) is the product, although not all have made a serious commitment to address newfound competition. The bottom line is this: most banks lack the true management leadership and operating disciplines necessary to execute successfully on digital.

Digital Strategies 174

Digital Strategies Strategy Leadership Customer Experience 174

Perficient

MARCH 8, 2023

Fortunately, most societies today don’t legally bar women from partaking in these tasks, but the ancient history of shutting doors on women seeking greater financial control has left an undeniable gender gap in the world of financial services and a lingering, detrimental attitude that money management is a man’s job. households.

Innovation Strategies 275

Innovation Strategies Study Marketing Leadership 275

Insights on Business

OCTOBER 3, 2018

IBM RegTech Innovations. Mounting pressures on financial institutions to drive out costs, improve customer experience, complete with emerging players, and comply with new regulation mean that adopting advanced technologies will not be optional. Key Areas for Digital Disruption within Financial Services.

Industry 155

Industry Innovation blockchain Compliance 155

PYMNTS

JUNE 15, 2018

The personnel shift is the result of the company’s announcement earlier this year that it will begin managing payments on the Marketplace platform. Payments is a critical initiative for eBay as we remain sharply focused on improving the customer experience on our platform.

Leadership 101

Leadership Payments Customer Experience Innovation 101

Abrigo

MAY 5, 2022

Thankfully for bank and credit union executives, lenders, risk managers, and Bank Secrecy Act (BSA) Officers, banking podcasts and podcasts for credit unions are plentiful, and options are growing. Weekly episodes highlight innovators and industry players driving innovation in the financial services industry.

Community 195

Community Lending Maine Resources 195

PYMNTS

SEPTEMBER 20, 2018

The company’s technology, combined with Adobe Experience Cloud analytics, content, personalization, advertising and commerce capabilities, will allow B2B firms to develop, manage and execute marketing engagement at scale. Headquartered in San Mateo, CA, Marketo has offices around the globe. billion.

CA 143

CA Customer Experience Leadership Software 143

Insights on Business

APRIL 2, 2019

The future of payments will increasingly be shaped by fintechs who are quick to respond to market needs with new payment services that offer exceptional value and customer experience. Through a common interface banks can leverage value-added services such as AML, KYC, liquidity management and fraud prevention.

Payments 125

Payments New York City Fraud New York 125

South State Correspondent

JANUARY 3, 2024

To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. These books span a range of banking topics but emphasize second-order thinking, productivity, building client relationships, and innovation. It’s research-based, with a good buzz out in management circles.

Leadership 370

Leadership Management Strategy How To 370

Cisco

MARCH 26, 2021

The last year has brought change and innovation. Financial institutions are working diligently to capture the opportunity to deliver a better customer experience with greater convenience and operational efficiency. For year-round thought leadership, check out our FSI and Retail Blog Series. The future of retail is here.

Customer Experience 71

Customer Experience Retail Operations Security 71

Accenture

JULY 20, 2017

The only category in which change leaders were not advantaged was product and service innovation, where it seems that too much change discipline may hinder spontaneity and creativity to some extent. The leaders don’t treat change management as an ‘add on’ to other programs like network transformation or IT re-platforming.

Survey 154

Survey Strategy Digital Strategies Leadership 154

PYMNTS

JULY 23, 2018

PayU is one of the most active investors in the FinTech space, and we are always looking for opportunities to innovate and support our merchant clients to grow,” said Laurent le Moal, chief executive of PayU, in the press release. The platform will include fraud management and real-time reporting.

Leadership 101

Leadership Customer Experience Analytics Payments 101

Independent Banker

FEBRUARY 3, 2016

With competition heating up in today’s financial industry, it’s more important than ever to truly understand your customers in order to win the race for profitability. But, what about those customers who maintain accounts outside of your institution? That’s crucial to the profitability of those customers.

Leadership 70

Leadership Customer Experience Management Data 70

FICO

NOVEMBER 2, 2022

As a result, they’re contributing to driving up costs, slowing down innovation and frustrating customers. Customer experience and personalized customer marketing offers speak volumes when it comes to winning new business, consumer satisfaction and retention. Smart telcos don’t just have to compete on price.

Analytics 52

Analytics Customer Experience Data Indiana 52

Insights on Business

SEPTEMBER 21, 2018

Every year, Money20/20 is one of my favorite conferences because I get to hear firsthand how leaders are reinventing financial services and are making fundamental shifts in technology, processes, people–and ultimately their own markets–to deliver better customer experiences, build skilled workforces, and solve industry-wide challenges.

Conference 115

Conference Customer Experience Industry Trends 115

Cisco

MARCH 3, 2021

Financial Services institutions have experienced unforeseen challenges and significant disruption during the Pandemic and beyond, but also unprecedented opportunities to accelerate growth and digitize business operations to enhance employee productivity, customer experience, and innovation.

Strategy 77

Strategy Cyber Security Survey Security 77

Perficient

OCTOBER 29, 2020

It’s unfair to fault Quibi’s leadership for failing to anticipate a global pandemic. Yet the platform’s self-imposed user experience shortcomings left the company exposed to new headwinds. Quibi needed to move users above the FBM action line.

US 294

US social media User Experience Digital Strategies 294

Gonzobanker

DECEMBER 17, 2021

This is an innovation-seeking franchise that has built a solid brand and never got over its skis in execution. Congrats to Randy and a great management team. Eric has always been a student of innovation, and now at Coastal, this fearless leader has spearheaded a number of high-profile banking-as-a-service partnerships.

Fintech 147

Fintech Strategy Leadership Lending 147

FICO

JANUARY 24, 2019

More recognition of FICO’s leadership in anti-money laundering (AML) and know-your-customer (KYC) solutions has just come in the form of two new IDC MarketScape reports. We found that in both the quality of the solutions and the customer experience, FICO TONBELLER is a leader.”.

Report 40

Report Customer Experience Analytics Compliance 40

FICO

MARCH 15, 2018

As consumers’ brand relationships have shifted from Communications Service Providers (CSPs) to the device manufacturers and apps that run over the top of networks, the CSPs are moving toward customer experience as a competitive differentiator. The Analytically Differentiated Customer Experience.

Analytics 55

Analytics Customer Experience Data Strategy 55

PYMNTS

MAY 4, 2018

Bresniker noted that the confluence of innovation and real-world application takes time. And then you do need that support — you need that business leadership that understands … your opportunity — [coupled with] finite resources [and] infinite time, with rewards that outweigh risk.”.

Analysis 117

Analysis Analytics Data Leadership 117

FICO

JANUARY 24, 2018

Advisen: Barbican Takes a Leadership Stance on Cybersecurity Insurance. In 2017 we were honored to receive a Chartis Innovation Award for the Enterprise Security Score, in recognition of the market-proven predictive analytics and innovative machine learning technology FICO has successfully applied to the cyber domain.

Conference 55

Conference Customer Experience Maine Exercises 55

FICO

JANUARY 18, 2023

Industry Leadership in Artificial Intelligence Already Exists. . This year’s study found that the number one benefit of Responsible AI was improving the customer experience; “Delivering better experiences for customers” (74%) was listed as the top benefit of Responsible AI. In the absence of definitive U.S.

Analytics 52

Analytics San Diego Regulation Compliance 52

Independent Banker

MAY 26, 2016

Companies will invest in digital customer experiences to improve experiences for all customers and employees. Prediction #7: Corporate innovation centers grow. More companies will invest in innovation centers to spark new ideas, experiment faster and gain momentum from the outside in.

Trends 70

Trends Innovation Branding System 70

Gonzobanker

DECEMBER 22, 2020

Banks and credit unions had to fundamentally change their delivery, support and relationship management models at scopes and speeds that were unheard of. During a busy year we saw Jill supporting her local community, blogging with Mark Cuban, spinning up new PPP technology and innovating with things like curbside banking. Everything.

Idaho 181

Idaho Community Industry Strategy 181

FICO

AUGUST 30, 2019

For every customer interaction, decision science and predictive analytics can enable businesses to make the most of all available data to anticipate customer needs and prescribe the best action. A pragmatic, hybrid approach can ensure your organization is doing all it can to be an analytic innovator and customer experience leader.

Analytics 40

Analytics Data Tools Leadership 40

Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I Engaging Leadership Inspires Collaboration and Teamwork.

Technology 441

Technology Austin Leadership US 441

Independent Banker

DECEMBER 31, 2022

We recently spoke with community bank CEOs from across the country to gain insights on how they’re proactively positioning to manage risks and take advantage of growth opportunities in the coming year. Building a defensive balance sheet and maintaining our low to moderate risk profile is the key to managing through the upcoming challenges.

Community Bank 91

Community Bank Community Tampa North Carolina 91

Bussman Advisory

SEPTEMBER 11, 2017

Services tend to be splintered across multiple channels, making for a disjointed customer experience. Innovate relentlessly. Corporate banks need to innovate to lower risks and costs across the whole organization. Wildly different technologies and formats stand in the way of convenience and interoperability. Image Source.

Industry 64

Industry Innovation Fintech Leadership 64

CB Insights

FEBRUARY 13, 2020

Over the last decade, Stripe has expanded its platform beyond payments processing to handling more complex marketplace transactions through Stripe Connect, while also offering complimentary services to help facilitate online commerce, drive growth for customers, and expand the funnel of internet businesses globally. TABLE OF CONTENTS.

Online 98

Online Company Retail Payments 98

PYMNTS

DECEMBER 13, 2019

“We consider delivery to be a natural extension of the shopping experience, and an important way to bring the benefits of the on-demand economy to more people,” Nuro said in its own press release. The Nuro pilot is now Walmart’s second of the kind; the first was with Udelv to test autonomous grocery deliveries in Arizona.

New York City 131

New York City New York Retail US 131

Alex Jimenez

FEBRUARY 27, 2019

The topics discussed varied from arcane technology topics to discussions about general innovation. The hot topics that I heard during these four days were: AI, Cloud, Diversity, and Innovation. Admittedly, I’ve been away from directly managing digital banking and haven’t kept up with IBM Trusteer. Artificial Intelligence.

blockchain 40

blockchain Conference Security Innovation 40

Perficient

FEBRUARY 25, 2021

To avoid a fall, first take stock of your firm’s customer experience and digital maturity. This includes knowing how your peers and senior leadership perceive said maturity. We often ask clients to take our CX IQ assessment , Perficient’s customer experience diagnostic. Barrier 3: Lack of Alignment. Heels dug in.

Meeting 309

Meeting Customer Experience Branding Leadership 309

Cisco

MAY 5, 2021

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Meeting customers where they are has been a common phrase and goal that customers share with us.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

FICO

MAY 17, 2023

These rich enhancements span the digital innovation lifecycle, from data to insights to actions to business outcomes and further differentiate our flexible capabilities like analytics & machine learning, decisions, mathematical optimization, and business simulation.

Analytics 52

Analytics Innovation Data Tools 52