CFPB Monitor

AUGUST 1, 2022

On July 18, the Federal Housing Finance Agency (“FHFA”) announced the launch of a new Office of Financial Technology with the goal of advancing effective risk management as it evaluates fintech developments in the housing finance space. It also solicits feedback on how to maximize stakeholder engagement.

Financial Technology 78

Financial Technology Technology Fintech Compliance 78

PYMNTS

JUNE 22, 2016

With so much data available, is your organization harnessing it in the most efficient way in order to truly reap all the benefits of big data including driving innovation and improving the customer experience? Digital Discussion Presenters: Joe DeCosmo. Chief Analytics Officer, Enova International.

Customer Experience 104

Customer Experience Chicago Analytics Big Data 104

BankInovation

FEBRUARY 20, 2024

Barclays is saving money and improving its customer experience through technology investments. billion) in 2023, down 6% from 2022, reflecting that investment in talent and technology were driving down costs, according to the bank’s fourth-quarter earnings presentation. billion pounds ($9.4

Customer Experience 66

Customer Experience Operations Technology Retail 66

Gonzobanker

JANUARY 4, 2024

In 2024, Smarter Banks will go on offense and differentiate with the customer experience. When it comes to client experience in banking, the last three years have been a long, reactionary grind of responding to COVID, a white-hot labor market driving up turnover, and rapidly shifting competitive dynamics.

Customer Experience 134

Customer Experience Community Knowledge Base Tools 134

Perficient

APRIL 14, 2022

The connection between technology and consumers in the insurance industry has never been more relevant. Although the insurance industry was already facing rising competition and customer expectations, the global pandemic forced our industry to take legacy processes and technologies, and transition to “digital” seemingly overnight. .

Strategy 332

Strategy Tools Industry Customer Experience 332

Perficient

JULY 12, 2022

In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer. Elements of Delivering a Personalized Experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

ZootBlog

DECEMBER 29, 2015

Secure for card-present transactions, yes, seamless, no. The irony here is that chip cards are supposed to be more secure in card-present situations and yet in this instance the customer’s information, including card number and security code, was now written on a piece of paper.

Customer Experience 63

Customer Experience Cards Security Meeting 63

Perficient

AUGUST 6, 2020

As you navigate the current landscape, providing a personalized and superior customer experience is more important than ever before. Successful leaders recognize that communicating with customers effectively can be the difference between standing out or losing a customer to a competitor – especially now.

US 309

US Customer Experience Strategy National 309

Perficient

MARCH 3, 2021

With a focus on how COVID-19 has affected these small businesses, teams are tasked to formulate a design solution to increase activity and customer interest in that business amid the pandemic. Putting Together the Presentation. Conducting Customer Research. The Impact of the Mentorship. The Final Countdown.

UX 539

UX Meeting social media Strategy 539

Perficient

AUGUST 12, 2020

Specifically, as part of our Microsoft Teams Summit, the following sessions are available for viewing: Empowering Your Organization with Microsoft Teams , presented by Perficient Modern Work Director, Ron Jones, and Perficient Modern Work Director and Microsoft MVP and RD, Joel Oleson. Other Microsoft Insights.

Management 332

Management Meeting Tools Technology 332

BankInovation

JULY 27, 2023

Barclays PLC is looking to increase its investment in technology and automation to improve customer experience and reduce costs. billion) in the second quarter, driven by “continued investment in talent, systems and technology,” the company’s earnings presentation stated. […] billion ($4.4

Customer Experience 52

Customer Experience System Operations Technology 52

FICO

MAY 27, 2021

Decision platforms are completely inserted into this reality, optimizing operations, facilitating adaptation to adverse scenarios and elevating the technological capabilities of companies. Indirectly, Covid-19 accelerated the digital transformation of companies by causing an unprecedented, and near immediate, change in consumer behavior.

Customer Experience 52

Customer Experience Guidelines Operations Analysis 52

Perficient

JULY 15, 2020

Marry in people, process and technology and you have Producers and Consumers with a great value add. The explosion of data and advances in digital technologies has completely disrupted our industry as service / solution providers. We at Perficient leverage Customer Experience Mapping the most. Best Practices.

Data 497

Data Customer Experience Analytics Industry 497

PYMNTS

MARCH 26, 2019

Innovators are seeing the potential to shape the way consumers place their orders at quick-service restaurants (QSRs) through digital technology. The service is currently live with a few customers, as Bensen conducts proof of concepts with other customers.

Technology 121

Technology Maine Study Google 121

Perficient

MARCH 4, 2021

Together, they strive to make various forms of technology accessible to people as much as possible by minimizing or eliminating barriers to information through our senses (hearing, vision, and touch). To be perceivable, information then needs to be presented in more than one format. Now We Know Perceivable, So What Comes Next?

Guidelines 376

Guidelines Technology Video Operations 376

South State Correspondent

OCTOBER 26, 2023

Clear introduced its reusable identity from its Sora ID acquisition and presented it at the conference for the first time to financial services companies. The near-frictionless Know Your Customer (KYC) solution merits a look from banks. However, of course, it was generative AI that remained at the peak of the hype cycle.

Conference 221

Conference Las Vegas Fraud Case Study 221

PYMNTS

NOVEMBER 24, 2020

Sixty-two percent of consumers say they prefer onboarding experiences that put security first and speed second, but this does not mean that businesses and banks can sacrifice the seamless service to which their customers are accustomed. It also found that just 16 percent of U.S.

Online 272

Online Report Customer Experience Analytics 272

South State Correspondent

DECEMBER 8, 2023

This conference is crucial because it provides insight into small business banking and has a good mix of essential banking-focused topics with a heavy emphasis on the customer experience. We sat through almost every presentation and took pages of notes. The same goes for technology.

Conference 195

Conference Retail Community Bank Technology 195

Perficient

NOVEMBER 30, 2020

Once held up as a maven of creativity and brand, today’s technologies, customers, and pace of business demand CMOs have a wider handle on a variety of skill sets and a much deeper business acumen in order to move their team from cost to profit centers. This is not a short-term trend either.

Branding 378

Branding UX Customer Experience Marketing 378

ATM Marketplace

DECEMBER 7, 2017

Technology is ever-evolving, but contrary to what you might expect, it can become more human, not less so, in the process. Learn what this means in financial services terms in a video presentation from the 2017 Bank Customer Experience Summit.

User Experience 54

User Experience Technology Trends Video 54

PYMNTS

APRIL 2, 2020

In the consumer commerce world, offering customers choice in how they pay for goods and services across channels is an important part of offering an optimal end-user experience. It’s not that they don’t understand the technology or that it’s too cumbersome. Accelerating Collections. from a pricing perspective,” she said.

Payments 160

Payments Cards Customer Experience User Experience 160

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

BankInovation

APRIL 20, 2023

Truist Financial is enhancing customer experiences and attracted new customers through its upgraded digital lending and onboarding efficiencies during the first quarter of 2023. billion, driven by personnel expenses and enterprise technology investments, according to the bank’s earnings presentation.

Customer Experience 52

Customer Experience Lending Technology Retail 52

South State Correspondent

MARCH 7, 2023

In this article, we present the highlights from that presentation. Turbo projects start with saving employee resources, primarily time, to become more productive while providing a better customer experience. This is often the reaction to any new technology. Technology is neither good nor evil; it just exists.

Training 195

Training Video Tools US 195

BankInovation

NOVEMBER 15, 2022

Huntington Bancshares’ online engagement and acquisition mix has grown significantly through technology investments and customer experience enhancements since the bank first embarked on its digital journey five years ago.

Customer Experience 52

Customer Experience Online Technology Retail 52

ATM Marketplace

FEBRUARY 10, 2017

In a fast-paced 15-minute presentation, NCR's Andy Aceto explains that the first task in branch transformation is to define the problem. And the solution, he says, 'is not about technology.'

Customer Experience 48

Customer Experience Technology 48

Insights on Business

FEBRUARY 7, 2019

Now, advances in technology are finally enabling them to plan for the retirement that they want by automating a critical part of financial planning: wealth decumulation. It can help them drive sales leads for products like annuity or generate fees, not to mention improve customer experience and retention. and beyond.

Technology 102

Technology Study Security Management 102

Abrigo

SEPTEMBER 28, 2022

Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. Takeaway 2 Improve the customer experience with a better system and faster turn around times. Construction loan spreadsheets are slowing you down. Those days have passed.

Lending 195

Lending Software Risk Management Management 195

PYMNTS

DECEMBER 11, 2020

Speaking with PYMNTS, Adams, who is also CEO of Anduin, and Morrell, vice president of Sales, discussed how automation can support healthier cash flow for accounting firms, and explored the ways technologies like machine learning (ML) can drive value even further for both accountants and their clients. The Customer Experience.

Customer Experience 223

Customer Experience Payments Industry Trends 223

Gonzobanker

FEBRUARY 8, 2022

Rather, the difference could be seen in just how significantly technology disruption has slammed its way into bankers’ discussions regarding shareholder value. Maybe that’s why the special FinXTech presentations running alongside more traditional financial, legal, and risk sessions were jam packed with executives furiously scribbling notes.

Fintech 167

Fintech Customer Experience Conference Technology 167

Celent Banking

APRIL 28, 2017

My focus isn’t on individual companies, but rather the broad themes that I picked up from 59 presenters over the course of two days. There were few gee-whiz, wildly futuristic presentations. Presenters automated processes, improved learning, and took the drudgery and time out of many manual tasks. Customer Experience.

San Jose 125

San Jose Customer Experience Technology Analytics 125

Perficient

NOVEMBER 17, 2020

At the same time, Covid-19 presents opportunities for business leaders in the banking industry and beyond to develop strategies and branding that will define their future, as distinct market forces and customer behaviors will certainly emerge in the “new normal.”

Mobile 294

Mobile Online Conference Customer Experience 294

PYMNTS

JANUARY 7, 2019

7) that the two are partnering up to enable a connected store experience leveraging Microsoft’s Azure cloud and Kroger technology. With the RaaS product, Kroger will offer a suite of capabilities for merchandising plans, collect customer feedback, boost employee productivity, improve inventory and allow for personalization.

Ohio 148

Ohio Customer Experience Retail Washington 148

Perficient

FEBRUARY 12, 2021

My previous blog covered how HR and technology can help improve your employee engagement through artificial intelligence. Consider setting up a video conference with the employee’s immediate team, with a presentation that includes, Org Chart, photos, names and titles of team. Employees are savvy with technology.

Conference 340

Conference Video Branding Meeting 340

PYMNTS

APRIL 20, 2018

Restaurant customers placed more orders digitally and ate more meals away from restaurants in 2017 than in any other year on record, and projections say those figures will continue to grow in the months and years to come. That’s really what drove us down the path of creating an IHOP mobile app and investing in other technology.”.

Mobile 113

Mobile Technology Google America 113

Chris Skinner

JUNE 2, 2017

Things have moved at a pace and ferreting around the internet this morning, I found this fascinating presentation by Matthew Brennan (you can get a PDF by emailing info@chinachannel.co). IN THE SAME WAY THAT AMAZON IS RELIGIOUS ABOUT THEIR CUSTOMER EXPERIENCE. TENCENT IS RELIGIOUS ABOUT THEIR USER EXPERIENCE.

User Experience 259

User Experience Conference Mobile Customer Experience 259

Gonzobanker

FEBRUARY 19, 2020

Fintechs can provide better design capabilities, improved customer experience, research states. They see partnering as very much a chance to ‘bolt in’ a better customer experience to their legacy back end in a time frame that can allow them to stay competitive.”. Register here.

Strategy 123

Strategy Fintech Study Customer Experience 123