Banking Insights

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Mindshare: CX Journeys Digital vs Physical

We’re bringing back two webinar guests from Forrester Research to share their thoughts on why creating a sustainable and seamless consumer journey is critical for customer retention.

Mindshare Series: Industry Thought Leaders Share Their Perspectives on Emerging FinTech Trends

The cloud. Open banking. Self-service and consumer experience strategies. Our Mindshare series shares experts’ perspectives on some of the industry’s hottest and most talked-about trends. Explore the library of topics here.

Blog: Accelerating Transformation at a Time of Uncertainty

Inefficient innovation is not sustainable – nor can it create the right value chain required for your business. Implementing a model that can offer resiliency for the future and flexible options for customers now is the only way to meet the needs of highly demanding consumers.

Blog: What Does Self-Service Look like in the “New Normal?”

The crisis has had a major impact on the way people pay and bank. Financial institutions (FIs) have needed to react quickly to offer banking services across their network of touchpoints, engage appropriately with clients and staff and at the same time keep operating in an efficient manner. Let's look at some potential realities in the "new normal," in the short term, near mid-term, and long-term within the banking industry.

Blog: Banks prioritize technology to deliver during coronavirus crisis

At a time when human-to-human contact presents a risk, automation is seeming less like a disruption.

Blog:  I’ve Been on Both Sides of the Small-Business/Bank Relationship. Here’s What I See Happening in the Industry.

Bankers and small-business owners have some interesting commonalities. Most small business owners are looking for anything that can make their day-to-day business easier. Interestingly enough, FIs are now finding themselves with some of the same concerns as small businesses – limited resources and virtual access to services and data, along with a re-prioritized need to transform how they conduct business and serve their customers.

Whitepaper:  The SMB Opportunity

In this guide, we'll examine current trends in SMB banking, and explore how your organization can use the latest technology and innovations to drive efficiencies based around the way SMBs choose to bank, while also delivering the goods and services they really want.

Blog: Highlights from Our Webinar with Nordea & JPMorgan Chase: Mastering the Customer Journey

Consumers are tech-savvy, fickle with their loyalty to a single provider or business, and they expect seamless experiences across digital and physical channels. How are we going to achieve this as an industry?

Blog: Why humans, not robots, hold the secret to digital banking

Humanity is the true heart of connected consumer journeys. To create frictionless movement between all channels, financial institutions have to understand the customer experience at a meaningful level. Robots cannot do that — even AI is only as good as the data people feed it — but people can.

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