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

Abrigo

MARCH 6, 2017

4) @KarenGMills – Former SBA administrator in the Obama administration, Mills is now a senior fellow at Harvard Business School, writing and Tweeting about small business, lending and fintech. 9) @ICBA – The Twitter account for the Independent Community Bankers of America, @ICBA often has videos and breaking news about community banks.

social media 150

social media Lending Community Community Bank 150

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. This video (skip to 7:30) shows what an advanced chat bot might be able to accomplish. AI is becoming increasingly interesting to bankers.

Mobile 100

Mobile Digital Strategies Strategy Examples 100

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. Automation is one of the essential parts of any digital strategy. Real-time SMS communications.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

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. Seeing customer feedback as a data source.

Compliance 96

Compliance Customer Experience Analysis Data 96

Lex Sokolin

SEPTEMBER 23, 2020

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. The start-up is claiming to be EBITDA-positive, thereby reaching an amount of (basic) profitability that many fintech companies lack.

Capital 52

Capital Software Lending Apple 52

Fintech Labs Insights

MAY 24, 2016

Livneh: We currently work with some of the largest banks and card issuers in North America and Europe, as well as some smaller institutions that have advanced digital strategies. Livneh: I think the whole area of digital money management is going to evolve significantly over the next few years.

Analytics 14

Analytics Data Examples America 14