Independent Banker

DECEMBER 31, 2021

As social media platforms tinker with their algorithms, marketing experts say one trend is clear: Paid social campaigns are becoming increasingly necessary to cut through the noise and reach customers. Although posting organically is an authentic way to build customer relationships, it requires time and patience to reach marketing goals.

Marketing Strategies 91

Marketing Strategies Strategy Marketing social media 91

PYMNTS

AUGUST 15, 2019

Smaller trading businesses, in particular, are struggling to manage the sudden costs of tariffs, as well as the unexpected volatility of supply chains’ geographic adjustments to avoid those fees. The brewing of global trade wars has importers and exporters reeling. But across the globe, access to trade finance can be stifled.

Marketing 108

Marketing Regional Fintech Capital 108

FICO

JUNE 21, 2017

Compare that experience to digital-first companies like Amazon and Apple, which have remarkable stickiness and growth, where the experience is frictionless and most issues are resolved quickly. Back in 2011, Gartner made the bold prediction that 85% of customer interactions would be managed without human intervention by 2020.

Customer Experience 53

Customer Experience Digital Strategies Strategy Analytics 53

Gonzobanker

OCTOBER 13, 2020

Instead, these players are focusing on specific niches, brand strategies and community connections to differentiate themselves. For these institutions, digital strategy should be focused on a disciplined allocation of resources and a management team obsessed with understanding performance, competition and the voice of the digital customer.

Strategy 158

Strategy Digital Banking Digital Strategies Mobile 158

Perficient

SEPTEMBER 26, 2022

This was evident with innovative applications for underwriting, customer service, and claims management. We also know that a robust digital strategy and API development plan are required to be successful: Partnerships and experiences will be an extension of carrier brands, so they must be carefully cultivated.

Data 275

Data Conference Analytics Industry 275

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

PYMNTS

MARCH 24, 2016

Mobile technologies were cited by 42 percent of executives as a key strategy for customer engagement, just shy of the 45 percent that said the same of cloud technology. About 40 percent of CPOs said they have a clear digital strategy, which includes efforts like digital reporting and data analytics, for their processes.

Innovation 100

Innovation Marketing Digital Strategies social media 100

PYMNTS

OCTOBER 6, 2019

“We believe that together with current management, ModCloth has the ability to become a stronger player in the premium fashion market, nationally as well as internationally,” Go Global’s Managing Director Jeff Streader said in a press release.

Retail 129

Retail Branding Strategy Digital Strategies 129

PYMNTS

APRIL 10, 2020

According to Rio Tinto, greater efficiency means capturing a greater share of payments volume in the market, allowing Emirates NBD to increase revenues through foreign exchange, trade finance and supply chain finance services that can similarly gain operational efficiencies as a result of the holistic, integrated payments platform.

Technology 360

Technology Company Operations Payments 360

PYMNTS

JUNE 19, 2020

Whether they partner with multiple payment service providers (PSPs) or opt to develop in-house payment capabilities, making payments operations work is often resource-intensive because it requires a high degree of plan­ning, coordination and strategy. There are ways to effectively manage these logistical issues, however.

Payments 188

Payments Compliance Resources Fraud 188

PYMNTS

OCTOBER 21, 2020

Banorte will connect “all related systems, including channels” to Volante’s VolPay , which will help the bank orchestrate and process cross-border transactions while also “accelerating the bank’s digital strategy,” Volante said in a press release.

System 140

System Payments Digital Strategies Capital 140

Gonzobanker

MARCH 28, 2024

Fiserv has worked to consolidate multiple digital platforms, and after disappointments from previous aspirations of its Corillian, Retail Online Banking and Architect platforms, the company is now working to build credibility with its “Experience Digital” strategy. Due diligence is your friend.

Digital Banking 148

Digital Banking Customer Experience Strategy Exercises 148

PYMNTS

OCTOBER 7, 2019

“We believe that together with current management, ModCloth has the ability to become a stronger player in the premium fashion market, nationally as well as internationally,” Go Global’s Managing Director Jeff Streader said in a press release.

Online 100

Online Retail Digital Strategies Branding 100

PYMNTS

JANUARY 19, 2021

And the pandemic has done nothing but coalesce LendingClub’s digital strategy to become a full spectrum of consumer and commercial loan products across digital conduits, said Nayar (who added that LendingClub already exists as a “massive powerhouse on the loan side”).

Digital Banking 290

Digital Banking Cards Digital Strategies Survey 290

Cisco

OCTOBER 11, 2021

It’s a time of transition and digital transformation in financial services. Only 14% of banks are in the execution phase of their digital strategy… BDO. 61% of corporate leaders believe sustainability leads to market differentiation and improved financial performance… USGBC.org.

Branch Design 146

Branch Design Branch Strategies ATM Digital Strategies 146

BankInovation

AUGUST 24, 2023

These revolutionary approaches to software development and project management have gained significant traction within the industry due to their ability to foster collaboration, accelerate time to market […]

Software 98

Software Tools Innovation Industry 98

PYMNTS

JULY 24, 2020

On top of acting as a key component of their enterprises’ broader payments and workflow digitization strategies, procurement departments are also central to optimizing spend and strengthening supplier relationships. “Suddenly having to rethink their whole supply chain strategy is a huge additional pressure,” he said.

Strategy 175

Strategy Resources Digital Strategies Risk Management 175

PYMNTS

APRIL 9, 2019

BNY Mellon announced Tuesday (April 9) the appointment of three executives to help oversee the digitization strategy at the bank. All three report to Roman Regelman , who is in charge of digital at BNY Mellon and will be based in New York. She’s also managed strategy projects and invested in early-stage companies.

Strategy 100

Strategy New York Digital Strategies Customer Experience 100

PYMNTS

JANUARY 11, 2021

Whether businesses were establishing their modernization roadmaps for the first time or simply accelerating the plans they already had in place, the COVID-19 crisis drove organizations to embrace technology at unprecedented levels in order to manage a remote workforce, supply chain disruptions and economic uncertainty.

Payments 198

Payments Strategy Fintech Tools 198

PYMNTS

DECEMBER 5, 2019

The company will deploy delivery-focused kitchen management solutions from ConnectSmart to more than 900 locations in these two global markets. New restaurant models are also being tested in other markets. The goal of the investment is to enhance fulfillment speeds and decrease the rate of errors on orders. About The Tracker.

Innovation 131

Innovation Houston Metro Mobile 131

PYMNTS

JUNE 22, 2020

Many businesses today see selling products in new markets as a growth opportunity. Expanding into a new market — even one as geographically close as Mexico, for example — would present a number of logistical hurdles that many businesses may not be equipped to handle. Appealing to a wider array of customers within the U.S.

Strategy 230

Strategy Payments America Examples 230

Perficient

SEPTEMBER 29, 2020

In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. What will be different this holiday season and how to adjust your strategy accordingly. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient.

Marketing 294

Marketing Branding Data Industry 294

Bobsguide

AUGUST 7, 2022

Moving from an on-premises model to a cloud-based managed service is a big part of our operational strategy for treasury activity,” said Gary McDermott, Treasurer at The Co-operative Bank. The Co-operative Bank also uses Fusion Risk for treasury credit risk management and Finastra’s banking technology for payments services. “By

Operations 68

Operations Strategy Innovation Policies 68

Perficient

NOVEMBER 10, 2020

Mr. Hernandez provides a lot of good information about his take on how customers are adjusting to the new “reality” of managing the virus. As pointed out in the KPMG paper and many other studies , companies with better customer experiences do better in the market. Just meeting expectations is no way to rule the world. .

Customer Experience 348

Customer Experience Meeting Study Maine 348

PYMNTS

NOVEMBER 3, 2020

While FinTech innovation has opened up the doors for small- to medium-sized businesses ( SMBs ) to access more sophisticated solutions to manage money, software fatigue has business owners overwhelmed by a barrage of siloed systems. As demand for digital solutions grows, so will demand for cross-platform integrations.

Online 150

Online Groups Fintech User Experience 150

Perficient

JULY 20, 2020

What are marketing personas versus UX personas? Marketing personas define broad audience demographics. Marketing personas pinpoint the demographics of who to target, their affinities, and one key message that might resonate. Marketing persona: “women, ages 35-50, married with kids, income over $60K”.

UX 332

UX Meeting Groups Data 332

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

Social Assurance

JUNE 21, 2021

– Social Assurance, a software and marketing solutions leader in the financial services industry, has announced that Jaime Falkner, CFMP, has joined its team as their Client Growth Manager. After sitting in the seat of the bank marketing director, I find so much joy to be a strategic partner with those bank marketers.

Marketing 15

Marketing social media Community Branding 15

PYMNTS

MARCH 20, 2018

The report highlights four areas of the financial institution in particular need of digital disruption: the customer journey, data management, operating model and “building a digitally driven organization.”. Now is the time to develop a more coherent digital strategy to decide where to play and how to invest.”.

Boston 109

Boston Survey Digital Strategies Regional 109

South State Correspondent

MAY 18, 2023

Led by our Chief Data Architect and SVP of Digital Strategy , the effort was a lesson in how to be more innovative and work together to achieve the sole goal of the customer experience. A banker’s job is attracting and managing customers, understanding risk, and pricing it appropriately.

US 195

US Training Examples Data 195

PYMNTS

AUGUST 21, 2018

Increasingly, digital strategy is in the purview of banks and non-bank lenders, who in turn are seeking pairings with FinTechs. The company is taking the platform to market with Square Peg and Macquarie Group, bringing borrowers together with investors. That comes against a mortgage market that is worth about $1.7

Fintech 101

Fintech Lending Groups Digital Strategies 101

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

Perficient

JUNE 30, 2020

In my last post, I shared the primary insights you need to pull together a Now/New/Next portfolio and get started on making sense of where you stand in the market. It all depends on where your business sits in the market and where you want to take your business. The Approach. We’ll start with the six groups: .

Innovation 348

Innovation Resources Trends Strategy 348

FICO

FEBRUARY 9, 2021

Instant Mortgages, Just Add Data and Decision Management. The winner of the 2021 FICO Decisions Award for Customer Onboarding & Management used FICO® Origination Manager to create a self-serve online ‘instant mortgage’ service. For its achievements, OCBC won a 2021 FICO® Decisions Award for customer onboarding & management.

Digital Strategies 52

Digital Strategies Management Innovation Data 52

Insights on Business

SEPTEMBER 6, 2017

To address this, banks are moving at lightning speed to find new ways to become more flexible, adapt to new markets and tap into pools of innovation across the fintech ecosystems to expand their reach and streamline their digital strategies. Hybrid cloud is helping accelerate go-to-market for these new initiatives.

Fintech 146

Fintech Innovation Digital Strategies Strategy 146

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

PYMNTS

JANUARY 7, 2019

The kiosks are part of Taco Bell’s digital strategy , which is dubbed “All Access” and is geared toward letting diners interact with the company in whatever manner they’d like. When it comes to other technologies, he said the company is testing digital menu boards for drive-throughs in “a number of locations nationwide.”

Digital Strategies 179

Digital Strategies Strategy Mobile Cards 179