Take a look at how Geezeo has integrated its new marketing platform into the company’s white-label personal financial management solution, and you’ll get a glimpse
The number of banks and credit unions integrating branded personal financial management (PFM) platforms from providers like Mint and Jwaala have helped these startups become
Here are some of the major innovations and significant online/technology trends that financial marketers should watch in the coming years. (Please note: This is by
Prime Performance captures the voice of the customer, using that feedback to energize behavior change and create a shared vision of consistent service excellence throughout your team. After conducting over 5 million consumer interviews, we’ve found bank & credit unions focused on improving the customer experience gather more deposits, increase customer loyalty and improve the likelihood of cross-sell & referrals. Charles and Steven explain how...