Insights on Business

MAY 3, 2019

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. In the past, clients managed their finances in silos. And, clients are demanding that these interactions happen digitally.

Management 87

Management Data Meeting Branding 87

Insights on Business

SEPTEMBER 6, 2017

Not only are financial institutions being squeezed by growing costs and continued margin pressure, agile FinTechs are driving an imperative for hybrid cloud banks to become more open and agile in order to offer more compelling services to clients. Hybrid cloud is helping accelerate go-to-market for these new initiatives.

Fintech 146

Fintech Innovation Digital Strategies Strategy 146

Insights on Business

MAY 12, 2017

From pressures around data security, a constantly evolving regulatory environment, and disruptive new players (fintechs)—all amplified by cost pressures and diminishing margins—it’s clear that business models need to quickly adapt. We’ve been long saying that financial services firms today are undergoing a radical transformation.

Customer Experience 154

Customer Experience Fintech Analytics New York 154

PYMNTS

NOVEMBER 12, 2019

Innovation in the accounts payable (AP) space continues to expand, with FinTechs looking to capture their piece of a growing market driven by businesses’ desire to digitize their operations. billion valuation.

Innovation 124

Innovation Digital Strategies Payments Tools 124

Abrigo

MARCH 6, 2017

3) @JohnRBarlow – John Barlow is president of Barlow Research, which provides market research for commercial banks. His Tweets mix news about middle market, small business and business internet banking with occasional pop culture references. It often Tweets columns tied to breaking news and statistics. Learn more here.

social media 150

social media Lending Community Community Bank 150

Gonzobanker

DECEMBER 5, 2018

And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

Fraud 111

Fraud Austin Fintech Lending 111

Gonzobanker

JULY 6, 2021

Maybe this is the new reality for community bankers, but Cornerstone Advisors is seeing little evidence that they’re serious about implementing a comprehensive digital strategy. Topping their list of complaints: speed to market/pace of new improvements (or lack thereof) and integration challenges. At least, not right now.

Strategy 158

Strategy System Risk Management Technology 158

Gonzobanker

JUNE 11, 2018

But what’s concerning me more than the gulf between big banks’ and community/regional banks’ digital adoption is the growing disconnect between bank strategy and digital strategy in community and regional banks. See you can align your business and digital strategy. And yes, you can humanize digital banking.

Conference 72

Conference Digital Banking Austin Digital Strategies 72

Gonzobanker

SEPTEMBER 4, 2018

Customers love digital self-service—right up until they don’t, and then they want a live person. In our work with banks and credit unions around the country, an unavoidable truth comes up again and again: Even the flashiest digital strategy falls flat without the backing of a strong contact center. Phone menus dead-end.

Technology 117

Technology Resources Fraud Strategy 117

Insights on Business

MARCH 6, 2019

“AI is not going to replace managers, but managers who use AI will replace the managers who do not,” Rob Thomas, IBM General Manager of Data and AI predicted at IBM Think 2019. [1] Gartner credits this to the “maturation” of AI capabilities and how rapidly AI has become an “integral part” of digital strategies. [2]

Customer Experience 195

Customer Experience System Management Digital Strategies 195

PYMNTS

APRIL 18, 2017

“As the pace of digital change is accelerating daily, last-mile delivery companies will need to leverage digital solutions to remain relevant and competitive in a fast-changing market,” the executive said in a statement. But less than a third told Accenture they have a dedicated budget for digital programs.

Big Data 100

Big Data Survey social media Industry 100

FICO

AUGUST 19, 2022

Worse, smelling blood in the water, venture capitalist are pouring record amounts of investment into the next generation of fintechs and insurtechs. So, where’s the “intelligence” in today’s “enterprises,” and the digital customer experiences digital transformation promised to deliver? Insight 1: Siloed data. Jim Neumann.

Customer Experience 52

Customer Experience Analytics Strategy Management 52

Insights on Business

JULY 1, 2019

The former was the domain of customer care professionals, contact center managers, marketing leaders and digital strategy teams with the goal of helping streamline and simplify products and services, as well as ensure proper resolution of customer issues post-purchase.

Compliance 96

Compliance Customer Experience Analysis Data 96

Celent Banking

DECEMBER 9, 2016

Last year I wrote a blog about “ Assistant as an App ”, looking at how concierge apps like MaiKai and Penny are offering up AI-driven financial management services. Bank-owned chat bots are also more built for purpose than some of the multi-purpose third-party products on the market, making the functional scope targetted.

Mobile 100

Mobile Digital Strategies Strategy Examples 100

Gonzobanker

NOVEMBER 26, 2018

Rapid consolidation in the banking industry is creating a growing band of regional banks that find themselves stuck in a solution provider market that isn’t fully capable of serving them. As banks have consolidated, so have the technology partners serving them.

Regional 101

Regional Strategy Technology Innovation 101

NCR

APRIL 16, 2018

The United Arab Emirates (UAE) is one key market where this trend of overbanking is particularly notable. The management consulting firm was fairly conclusive about the importance of financial services providers – from established banks to emerging fintechs – meeting their customers’ digital demands.

Digital Banking 49

Digital Banking Regional Customer Experience Industry 49

Lex Sokolin

SEPTEMBER 23, 2020

To the extent it pipes people to banking product, that goes to a $500 million market capitalization public company that makes prepaid cards. It gets to claim to be a technology-first player and focus on machine learning for its algorithms, rather than thinking about how to manage some investment management pie to have assets hit liabilities.

Capital 52

Capital Software Lending Apple 52

PYMNTS

JUNE 11, 2018

Far-reaching data protection regulations like PSD2 are both a consequence and catalyst of change in how financial service providers store, manage and use data. As banking services and products digitize, that means institutions have more data to handle – much, much more – impacting everything from compliance to customer relations.

Data 100

Data Management Analytics Compliance 100

Fintech Labs Insights

JANUARY 19, 2016

A look at the companies demoing live to 1,500 fintech professionals. Meniga is the European market leader of next-generation online banking solutions. Its award winning software helps banks across the world improve and expand their digital banking user experience. Einar Thor Gustafsson, Vice President of Product Management.

User Experience 12

User Experience Digital Strategies Software Digital Banking 12

PYMNTS

SEPTEMBER 21, 2020

The release added that the deal “strengthens Tink’s connectivity coverage and solidifies its market-leading position in the U.K.” Tink enables FinTechs to access customers’ financial data. is a key market” for Tink, said Rafa Plantier , the company’s U.K. and Ireland country manager.

Digital Strategies 180

Digital Strategies America Fintech National 180

Fintech Labs Insights

AUGUST 11, 2016

The jury of six featured Michael Ludden, Product Manager, Developer Relations, IBM Watson; John Musser, Founder and CEO of API Science; Neha Sampat, CEO of Built.io; Michael Stowe, Developer Relations Manager for MuleSoft; Steven Willmott, CEO of 3scale; and Rob Zazueta, Director of Digital Strategy, TIBCO Software.

San Francisco 12

San Francisco Utah Case Study New York 12

PYMNTS

DECEMBER 15, 2017

The card network is hoping that’s the case, as it rolls out the first use case stemming from its recently launched global prepaid money management platform. Rather, Cozzo said, Mastercard’s research shows they are cobbling together a financial management system across many different platforms and apps. What Millennials Want.

Millennials 134

Millennials Management Cards Security 134

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. You already have a CRM, a Marketing Automation platform, or Call Center software.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

CB Insights

JANUARY 6, 2019

From supply chain and inventory improvements to new payment options, these brands are going all in on digital. You can see our list of 30 fintech-focused corporate innovation labs here. Key People: Anthony Gregorio, Innovation Lab Senior Manager; Prat Vemana, VP Online; Albert Vita, Director of Strategy Insights.

Innovation 77

Innovation Retail Branding Technology 77

CB Insights

MAY 15, 2019

As fintech plays a larger role in the financial ecosystem, companies are looking for ways to use tech to solve problems and find new opportunities in the space. Visa — One Market Center. Key people: Annie Ye, Head of DAX, Senior Vice President, DBS Innovation Group; Neal Cross, Managing Director & Chief Innovation Officer.

Innovation 78

Innovation blockchain Technology Groups 78

Fintech Labs Insights

MAY 24, 2016

Combine these three elements and the result is what Eran Livneh, Personetics VP of Marketing called “making personalized guidance work for large financial institutions.” We spoke briefly with Eran Livneh, Personetics VP of Marketing, during rehearsals at FinovateEurope in February. Headquartered in Tel Aviv, Israel.

Analytics 14

Analytics Data Examples America 14