Perficient

DECEMBER 1, 2022

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway. Through Salesforce, of course!

Taxes 294

Taxes Customer Experience Marketing Compliance 294

Gonzobanker

FEBRUARY 23, 2022

infrastructure and the capacity to manage a BaaS strategy to significantly complement the core business. As an example, PNC closed shop on its BBVA Open after acquiring BBVA’s U.S. The winners in BaaS will be outstanding risk managers – not risk eliminators. assets, citing high NIE.

Community Bank 133

Community Bank Strategy Risk Management Fintech 133

CB Insights

AUGUST 2, 2018

SoFi, for example, allows users to see all their assets and liabilities in one place, while Square uses vendor partnerships to offer credit card-like rewards for its debit card. For example, the Acorns Spend card has added 175,000 people to its wait list since the start of June. ux to help target existing clients.

Cards 71

Cards Fintech UX Strategy 71

Tefkin

MARCH 12, 2014

In the last years, most of the focus on innovation in financial services has been, it seems, on banking (investing and lending) and payment. New financial products have been created (not to the most benefit in some cases – AIG and MBS for example), access to markets have become more global and cheaper. billions. A new carrier?

Comparison 34

Comparison Lending Examples Data 34

FICO

FEBRUARY 12, 2023

Videos need to have lots of movement and good visual examples to keep your audience’s attention – and don’t be afraid to add some music! The business model here needs to focus on a strategy that balances lending growth while keeping risk in check. Making enjoyable financial services content isn’t easy, but the medium matters a lot.

Digital Banking 52

Digital Banking eBook Analytics Customer Experience 52

Gonzobanker

DECEMBER 20, 2019

billion of assets under management. Hats off the Schools Financial’s board and management for acknowledging that even multi-billion dollar credit unions can drive value via merging with someone bigger. We salute CEO Frank Weidner, CIO David Mason and Strategic Insights Manager Mike Lindberg for taking this big strategic step.

Idaho 148

Idaho Conference Data Marketing 148

Gonzobanker

DECEMBER 19, 2022

A few modest examples of the 2022 roller coaster ride: The Fed rate hikes in 2022 totaled 425 basis points. SoFI gets a commercial bank that brings deposits, compliance, AND business lending. Goes to MoneyLion for lots of obvious inappropriate behavior including violating the Military Lending Act regarding capped lending rates.

Community 216

Community Fintech Industry Innovation 216