Insights on Business

FEBRUARY 13, 2019

Financial management. Revamping the company’s internal structure is one of the first steps Bradesco took to achieve the goal of creating experiences that meet expectations of millennials. These younger customers have big expectations for experience: “The customer of the future is all digital, hyper connected.

Albuquerque 152

Albuquerque Digital Banking Millennials social media 152

South State Correspondent

MAY 2, 2022

Instead of thinking about how you can grow customers, the commercial lending team often thinks about increasing loans. The branch thinks about increasing deposits, and Treasury Management thinks about growing treasury management. Each product starts generating customers and leads for the other products.

social media 195

social media Management Marketing Resources 195

Gonzobanker

JULY 27, 2022

Delivering a better customer experience is not the only way for banks to gain a competitive advantage. The segments that are more important than others is a clue to understanding a bank’s strategy. What : Customer Experience is Not a Strategy. The Two Strategies that Will Save Banking. They’re wrong.

Strategy 88

Strategy Customer Experience Fintech blockchain 88

Cisco

MAY 25, 2021

According to Jeff Michaud, IMI Mobile VP Client Strategy, customer expectations have shifted: Shift from business-owned channels to consumer-preferred -> Only 12% of millennials cite telephone as their favorite communication channel.

Strategy 71

Strategy Mobile Study System 71

William Mills

MAY 11, 2016

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 Use the blockchain to manage identity, that’s one of the aims of DigiByte. BaseVenture provides a platform for fund management. Tim Dubes (VP, Marketing).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. They analyze credit interactions to determine which customers will pay, and when. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. What’s the market strategy?

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Also a pretty good customer experience.

Mobile 40

Mobile Cards Fraud Data 40