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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Stay tuned for more insights on a bi-weekly basis and reach out to our team with any questions or deeper conversations on the topics presented!

Industry 294
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As Tech Transforms Treasury Management, Abandoning The Swivel Chair

PYMNTS

That’s a metaphor, of sorts, and a caution for treasury management professionals as they navigate their swivel chairs, swiveling between spreadsheets on their desks, computer screens on desktops and even apps on their phones and tablets. But getting the minutiae of the operations requires being backward- and forward-looking.

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Kotak Mahindra Bank partners with Finastra for Kotak FYN

Bobsguide

“We can provide intuitive, easy-to-use access to many products and user journeys through a single platform, reducing complexity and friction for our customers and providing a truly differentiated user experience.”. We look forward to hearing more about how Finastra is enabling banks to provide differentiated user experiences.”.

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Bank Marketing AI – Our 14 Favorite Applications That Will Change Your Bank

South State Correspondent

The benefits of the industrial revolution accrued to shareholders, management, and workers that could be trained to become operators. Bank marketers that start training now will become AI operators in the very near future -measured in days, not years. No coding is required, and design principles are built in.

Marketing 195
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Personalization And Contextual Banking Will Drive The Consumerization Of B2B Payments

PYMNTS

At a high level, the same consumers whose day jobs are to manage a company’s payments and financial controls have become accustomed to the seamless and highly personalized commerce opportunities that are available in their daily lives. Those executives will expect improved risk management services from their banks.

Payments 237
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How Payment Variety Drives Collections Flexibility For SMBs

PYMNTS

In the consumer commerce world, offering customers choice in how they pay for goods and services across channels is an important part of offering an optimal end-user experience.

Payments 160
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SMB Funding Embraces The Open Banking Way

PYMNTS

Even so, as this week's exploration of bank-FinTech collaborations and open banking initiatives reveals, opportunities to add new revenue streams, improve product offerings and enhance the end-user experience are too promising to ignore.

Fintech 220