Perficient

FEBRUARY 15, 2022

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

Rhode Island 340

Rhode Island Management Delaware New Jersey 340

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. UX personas have a real name – John, Simone, Anita – so that you build a relationship with them.

UX 332

UX Meeting Groups Data 332

PYMNTS

JANUARY 3, 2017

The question put by PYMNTS’ Karen Webster to Vantiv’s Andy Wind, mobile product manager, and Tony Rose, director of mobile product management, remains: Just what makes a rewards program, well, rewarding?

Retail 137

Retail UX Cards Branding 137

CB Insights

AUGUST 2, 2018

These companies come from diverse fintech backgrounds — P2P money transfers, wealth management, lending — but all are rushing to create checking account alternatives within their pre-existing products. These companies have been able to generate these signups through three channels: card design, rewards, and application UX.

Cards 71

Cards Fintech UX Strategy 71

CB Insights

JULY 11, 2019

Many of these companies have ambitious plans to expand into new products and markets in order to further grow and retain customers. Product engagement and maintaining a clean UX/UI. We expect more fintechs will look to launch bank accounts as they reach scale in their initial market and as regulations make it easier to do so.

Fintech 64

Fintech cryptocurrency Examples Cards 64

FICO

FEBRUARY 12, 2023

That said, customers have increasingly high standards and you only have a short amount of time to impress them (especially Millennials). Here is an excerpt of his top ranking post: Credit limit management is regarded as a key driver to profitable portfolios. What can financial institutions learn from TikTok?

Digital Banking 52

Digital Banking eBook Analytics Customer Experience 52

Gonzobanker

DECEMBER 20, 2019

The company’s market capitalization, which after declining to less than $600 million in the 2009 recession, has now grown to almost $3 billion. billion of assets under management. This was a terrific combination of two education-focused cooperatives across both Southern and Northern California markets. ConnectOne Bancorp, Inc.

Idaho 148

Idaho Conference Data Marketing 148