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The tools of the future for relationship management (Podcast)

Accenture

Some of the most pressing are around the technology, tools and data needed across the front, middle and back office to help relationship managers (RMs) meet SMEs’ rising expectations. But even for greenfield banks built to be digital from the ground up, online banking has its limits—especially with SMEs.

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Customer Data Management Challenges in Financial Services

Perficient

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Users are demanding self-service access to data and easy-to-use tools for decision support and trend identification.

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Mastercard Adds Another Digital Tool For SMBs

PYMNTS

As the digital revolution continues to transform the way shoppers pay for things amid the COVID-19 pandemic, Mastercard announced a free online tool to help entrepreneurs future-proof their companies. Fortunately, Cadore quickly pivoted her business to focus on online sales and partnerships with online retailers.

Tools 262
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Virtual Cards Help Companies Manage Spend In Real Time

PYMNTS

Most are encouraging employees to work from home while also moving their back-office operations online, and payments operations are no exception. RLJ Financial On Managing B2B Spend With Virtual Cards. For more on these and other news items from this space, download this month’s playbook.

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Google Cloud Gets Into Mortgages With AI-Powered Tool

PYMNTS

Google Cloud is aiming to innovate the mortgage industry with its new artificial intelligence (AI) tool called Lending DocAI. Sudheera Vanguri , product manager lead at Google, said in a b log post on Monday (Oct. The new tool “provides industry-leading data accuracy” to speed up loan applications. “The billion.

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FFIEC Cybersecurity Maturity Assessment Tool

Cisco

financial institutions, the FFIEC released new guidance and a Cybersecurity Assessment Tool for institutions to self assess their risks and determine their cybersecurity maturity. This framework is especially relevant given the recent FFIEC Architecture and Operations update and the Executive Order on Cybersecurity from 2021.

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Mastercard Says Odds Favor Instant Payments For Online Gamers And Gamblers

PYMNTS

We are now using Mastercard Send , our push payments platform, to support four sub-verticals of games of chance, where you buy tickets online, sports betting and bookmaking, games of skills and fantasy sports. “We estimate about $120 billion as the size of the overall market in the U.S.,” Hernandez said. “We The Road Ahead.

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