FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. This means re-thinking legacy systems and breaking down silos that separate data and lines of business, in order to provide truly connected customer experiences.

Trends 52

Trends Management Customer Experience Resources 52

Banking Exchange

APRIL 26, 2021

Brands across all industries need to be prepared for what comes next, especially when it comes to customer experience (CX) Retail Banking Risk Management Feature Financial Trends Lines of Business Feature3 Covid19.

Risk Management 148

Risk Management Customer Experience Trends Branding 148

Perficient

AUGUST 3, 2023

Generative AI ingests data and understands guidelines incredibly well; therefore, businesses across industries are jumping to take advantage of all the possible ways the tool can help save them money and create elevated, uber-personalized customer experiences.

Industry 83

Industry Risk Management Customer Experience Fraud 83

BankInovation

DECEMBER 12, 2023

Generative AI utilization is a table stake for financial services industry leaders looking to improve customer experience, internal processes and risk management. According to a Dec. EY surveyed 300 executives […]

Risk Management 73

Risk Management Customer Experience Survey Industry 73

PYMNTS

JANUARY 18, 2021

Such silos prevent treasurers from comprehensively analyzing and gaining insights into companies’ cash flows and expenditures, hindering organizations from operating efficiently and reacting to customers’ needs in an agile manner. Each company’s risk management approach must therefore be tailored to its specific business needs.

Analytics 319

Analytics Data Risk Management Management 319

FICO

FEBRUARY 2, 2022

Many enterprises have succumbed to the inclination to digitize everything, which by default leads to cold, clinical experiences. It’s difficult, but embracing new technology means that we have the opportunity – nay, the imperative – to focus on humanizing the customer experience. Omnichannel is customer-led.

Customer Experience 52

Customer Experience Digital Banking Video eBook 52

Abrigo

DECEMBER 14, 2023

Learn how to tap your data to generate management insights. The following steps can help narrow it down and focus your goals: Send out a simple, future-oriented survey to the board and executive management (read on for sample questions) to determine strengths, weaknesses, opportunities, and threats to your financial institution.

Lending 221

Lending Risk Management Meeting Survey 221

PYMNTS

MAY 11, 2018

Ultimately, innovation is oxygen for companies in almost any vertical, as competition demands new products and services, improving customer experiences in unexpected ways. Can risk sandboxes become a proving ground for a firm’s competitive edge? Some companies view risk management and compliance as roadblocks to innovation.

Compliance 125

Compliance Innovation Management Risk Management 125

Abrigo

SEPTEMBER 28, 2022

Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan management software. Those days have passed.

Lending 195

Lending Software Risk Management Management 195

Abrigo

SEPTEMBER 28, 2022

Construction loan administration Find out how today's technology has changed the shape of construction loan administration, creating a better customer experience and reducing risk. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan management software.

Lending 195

Lending Software Customer Experience Management 195

Abrigo

OCTOBER 20, 2020

The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk. Plan for new technology and innovations.

Management 195

Management Lending Community Strategy 195

Abrigo

SEPTEMBER 11, 2023

Takeaway 2 AI can lead to more accurate and consistent outputs or predictions, better risk management, and improved customer experiences. DOWNLOAD Takeaway 1 With generative AI technology improving by the day, the question is not if the banking industry will utilize it, but when.

Risk Management 195

Risk Management Data Technology Fintech 195

FICO

MAY 10, 2023

Orchestration enables banks to execute processes related to customer experience and fraud prevention. As customer journeys and fraud management processes become more integrated and digitized, the outcomes from their automated decisions can influence other decisions made along the chain.

Fraud 52

Fraud Management Customer Experience Analysis 52

Perficient

JULY 10, 2023

Political climate, environmental issues, technology innovations, criminal activity, economic volatility/inflation, account diversity, and industry regulatory changes are just a few examples of factors that often spur reputational risk or crises. However, these reputational risk management (RRM) frameworks are still widely underdeveloped.

social media 170

social media Risk Management Analysis Industry 170

ABA Community Banking

AUGUST 24, 2017

Customer experience hinges on getting problems fixed promptly—and right Management Lines of Business Compliance Risk Management Compliance Management Compliance/Regulatory.

Management 40

Management Risk Management Compliance Customer Experience 40

Banking Exchange

JUNE 7, 2019

Advances in digital identity authentication are providing a better customer experience while shrinking the window for losses Technology Retail Banking Tech Management Mobile Online Cards Security Checks/Remote Deposit Capture Core Systems Cyberfraud/ID Theft Risk Management Customers Financial Research Feature Financial Trends Feature3.

Fraud 107

Fraud Risk Management Customer Experience Trends 107

South State Correspondent

APRIL 27, 2022

Banks that focus on the customer experience have come to learn that it is not the forward-facing customer experience that matters, but the “total experience” that now counts. Total experience is the business strategy for creating superior customer AND employee experience. Build from there.

Customer Experience 195

Customer Experience eBook User Experience Policies 195

CFPB Monitor

SEPTEMBER 8, 2022

He observed that “[d]igitalization has put a premium on online and mobile engagement, customer acquisitions, customization, big data, fraud detection, artificial intelligence, machine learning, and cloud management” and that “these activities require expertise and economies of scale that most banks do not have.”

Fintech 146

Fintech Risk Management Conference Lending 146

PYMNTS

JUNE 10, 2020

Highly integrated digital trade is here, right now,” Geoff Runcie, managing director of Morgan Goodwin, said in the announcement. “We In separate news, Western Union teamed with Integral for Integral BankFX, a new risk management solution. BankFX will be linked to the cloud.

Risk Management 131

Risk Management Customer Experience Technology System 131

The Paypers

JUNE 26, 2023

RiskOps platform for financial risk management Feedzai has partnered with Portugal-based bank Novobanco to better customer experience and protection against financial crime.

Risk Management 36

Risk Management Customer Experience Management 36

ABA Community Banking

JUNE 30, 2016

Analytics, trained security people, and resilient solutions needed—and also engaged customers Risk Management Cyberfraud/ID Theft.

Customer Experience 40

Customer Experience Fraud Risk Management Training 40

South State Correspondent

MARCH 14, 2024

That $1 invested in a new product to an existing customer base is usually above 20%. This all compares to about a 40%+ return invested in improving processes (loan, branch, cash management, etc.) and about an 80%+ return spent on reducing customer churn, increasing lifetime value and/or helping cross-sell.

Innovation 195

Innovation Strategy Capital Comparison 195

PYMNTS

JANUARY 31, 2018

In what was described by eBay as an effort to improve customer experience and offer sellers a more competitive cost structure, eBay announced news on Wednesday (Jan. The company said eBay sellers will not need to change their accounts and can log in and manage listings on a daily basis.

Payments 149

Payments Customer Experience Risk Management America 149

Gonzobanker

FEBRUARY 23, 2022

infrastructure and the capacity to manage a BaaS strategy to significantly complement the core business. Executives should embrace technology partners as a means of growing and enhancing their customer value proposition. The winners in BaaS will be outstanding risk managers – not risk eliminators.

Community Bank 133

Community Bank Strategy Risk Management Fintech 133

Perficient

FEBRUARY 27, 2023

Workflow timings may now be altered due to the immediacy of transactions, which can have a domino effect on operational, risk management, and reporting teams. With all this considered, key strategic topics like buy vs. build, risk, and operational readiness cannot be ignored. Ultimately, change equals risk.

North Carolina 275

North Carolina Charlotte Payments US 275

The Financial Brand

JANUARY 14, 2021

The right digital tools can help banks and credit unions mitigate risks of fraud while also improving customer experience. The post Balancing Fraud Prevention and Customer Experience During Onboarding appeared first on The Financial Brand.

Customer Experience 27

Customer Experience Fraud Tools Branding 27

PYMNTS

JANUARY 5, 2017

4) that it expanded its relationship with the Shared Electronic Banking Services Company (KNET) in Kuwait in which it will use ACI Worldwide’s payment risk management service. ACI Worldwide, a provider of real-time electronic payment and banking company, announced Wednesday (Jan.

Fraud 100

Fraud Risk Management ATM Customer Experience 100

Gonzobanker

NOVEMBER 2, 2023

In the throes of managing balance sheets and loan portfolios and at the same time executing daily “run the bank” operations, bankers are faced with the need to continuously develop new customer experiences and scale enterprise capabilities. And, quite frankly, they’re struggling.

Leadership 158

Leadership Industry Management Resources 158

PYMNTS

JUNE 22, 2020

A poor customer experience can cause FIs and enterprises to lose customers, of course. And for the customers, there’s the rabbit hole of trying to prove that the bad guys co-opted their names, social security numbers and other data. If not, are they a victim of identity theft?” Barrett explained. “The

Fraud 193

Fraud Cards Risk Management Customer Experience 193

PYMNTS

JANUARY 13, 2021

That’s distributed banking, a FinTech model that “remains invisible and never enters into a customer relationship with the end user but rather facilitates the technology, payment choices, risk management and customer experiences necessary to delight everyone in the value chain.”.

Fintech 130

Fintech Customer Experience Lending Risk Management 130

Abrigo

MARCH 2, 2023

Experts have highlighted numerous lessons from Southwest’s experience, many of which can benefit bank and credit union executives, regardless of their institution size, as they manage competing priorities for spending and growth initiatives on banking solutions. A failure in back-office technology directly affects customer experiences.

Technology 195

Technology Lending Community Software 195

South State Correspondent

OCTOBER 26, 2023

As can be seen, the conference largely revolved around payments, artificial intelligence, fintech partnerships/management, regulation, and fraud/identity in its various forms. Generative AI: Traditional AI was ever-present in touted solutions regarding fraud, risk management, and the customer experience.

Conference 221

Conference Las Vegas Fraud Case Study 221

PYMNTS

MAY 27, 2020

He was responsible for all aspects of those businesses in that role, with the inclusion of marketing, sales, growth strategy, financial performance as well as digital transformation, customer experience, talent strategy and risk management.

Strategy 131

Strategy Leadership United States Washington 131

PYMNTS

OCTOBER 14, 2019

“We are proud to say that some of Finland’s most accomplished companies trust Enterpay to deliver unique, digital payment services to their B2B customers,” Jarkko Anttiroiko, CEO at Enterpay, said in a press release. Enterpay already has partnerships with some of the leading Nordic businesses in credit management, invoicing, and finance.

User Experience 116

User Experience Risk Management Customer Experience Capital 116

Perficient

FEBRUARY 4, 2021

It helps in other crucial areas of your organization, such as search engine optimization (SEO) and legal risk management. Having accessibility integrated into your process provides a more usable site, increased brand value, more efficient testing and lifecycle processes, improved SEO, and can help with managing legal risk.

UX 531

UX Guidelines Compliance Study 531

PYMNTS

APRIL 7, 2016

TSYS will bring its risk management solutions that enable cardholders to monitor their accounts and prevent fraudulent activity with real-time access to communication options, including push notifications, SMS text messaging, voice messages and email. TSYS clients in Europe now have access to real-time, on-demand cardholder alerts.

Risk Management 100

Risk Management Study Fraud Survey 100

Abrigo

SEPTEMBER 2, 2020

Without the ability to have face-to-face branch interactions due to the coronavirus, it became imperative for financial institutions to serve customers effectively through digital channels. See how digitization can improve customer experiences. Lending & Credit Risk. Credit Risk Management. learn more.

Lending 259

Lending Community San Antonio Survey 259