Banking Technology
Content about the latest banking technology trends and the IT investments banking execs are making in new digital banking technologies, the cloud, and innovative software solutions.
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Articles

How Truist Delivers Proactive Insights to Its App and Online Users
Truist Insights complements the bank’s virtual assistant, Truist Assist. It’s the bank’s way of tapping AI to create customer value in all directions.

What AI Is Revealing About Your Bank’s Transformation
Humans provided workarounds to processes that didn’t quite connect. That’s over. But AI pinpoints those missed connections, providing guidance on what needs fixing.

Sure That Your Digital Banking for Small Business Is Competitive? Think Again
Warmed-over consumer digital tools won’t cut it for small firms when they can get better tools elsewhere.

The Secret Life of the CRM: How Banks and Credit Unions Can Get More Out of a Sales and Marketing Workhorse
Most banks still treat CRM as a sales tool. Its bigger payoffs show up in service, coordination, institutional memory — and AI readiness.

Banks Adopting AI that Don’t Rethink Processes Leave Productivity — and Money — on the Table
Just using AI to make processes faster doesn’t improve results. In fact, Accenture suggests the end result may not be better.

How SoFi’s ‘Coach’ App Delivers Personalized, Actionable Advice — and Drives the Bank’s Expansion Plans
SoFi’s new GenAI tool seeks to offer better guidance than generic AI tools like ChatGPT that don’t know the crucial details of consumers’ finances.
Webinars, Podcasts, Reports

The Technical Debt Your Vendors Control
Your vendor may own the technology debt. Your institution owns the consequences.

Banking’s AI Gap: Faster Tasks, Same Results
We won the adoption argument. Every hand in the room. And the income statement didn’t notice.

Live Workshop for Banking Leaders: Building a Complaint AI Agent?
Video Playback
Most banking leaders have seen an AI agent demo. Far fewer have seen what it takes to make one safe enough for real customers.

What Technology Can’t Fix
Lay a new core over a broken process, and the process just runs faster.

The Customer Experience Insight Gap Inside Your Bank
Your bank knows the customer. The employee sitting across from that customer usually does not.

The Customer Call Trust Gap: A Voice Channel Benchmark for CX Leaders
Your Customers Don’t Trust the Call. Should They?
