Perficient
DECEMBER 1, 2022
Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).
Gonzobanker
FEBRUARY 23, 2022
In this emerging landscape, financial institutions, often community banks, frequently “rent” their charter to financial technology firms (fintechs) that serve a specific consumer group as a means to grow non-interest income. Executives should embrace technology partners as a means of growing and enhancing their customer value proposition.
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Gonzobanker
MAY 17, 2022
Across requirements in payments, delivery channels, lending, diverse business lines and regulatory requirements, providing solutions to banks is definitely a “triple diamond run” when it comes to complexity and degree of difficulty. team focused on UX, data, integration, and risk. In 2021, the Standish Group reported that 83% of I.T.
Gonzobanker
DECEMBER 19, 2022
TD Bank Group Acquires First Horizon. 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. Chopra seems to view all bank fees as “junk” and predatory.
Fintech Labs Insights
AUGUST 24, 2016
This, combined with increased demand for alternative lending, makes lending a prime space for disruption. With tech companies such as Uber and Venmo setting a higher bar for user experience, consumer expectations have also evolved. Status quo is no longer an option. Underwriting has advanced thanks to the availability of big data.
Gonzobanker
SEPTEMBER 10, 2019
Still to be sorted out are overlaps between Infinity and Kony’s UI/UX assets. This group is known to be pretty adaptive and innovative, so prepare to test the agile skills. Any overlaps between Akcelerant in loan operations and Avoka in sales/origination appear to have been sorted out in the Infinity product line.
Gonzobanker
DECEMBER 20, 2019
The Data Award – Goes to Wings Financial Credit Union for its great approach to building an internal Strategic Insights and Member Analytics group. Insights from this group are presented monthly and quarterly to the entire organization and quarterly to the board and dialed in systematically into new member experience projects.
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