How Technology Can Power Customer Satisfaction

Banks and credit unions are doubling down on technology investments to meet rising customer expectations for seamless, secure, and intuitive experiences. There are key trends shaping the industry, including the widespread adoption of cloud platforms and API-based services, the growing role of artificial intelligence in risk management, and the rising popularity of digital payment solutions like buy now, pay later (BNPL) and digital wallets. As smaller institutions grapple with technological challenges and fraud risks, strategic partnerships emerge as a viable solution to deliver cutting-edge functionality without compromising on cost or expertise.

Today’s payment landscape is booming and consumers are technologically savvy in a way that no generation has been before. As quickly as technology advances, so do the expectations of customers for an instantaneous, protected and intuitive experience from start to finish.

Those expectations also bring growing investment. For the second year in a row, financial institutions have doubled their investment in technology. Per $1 billion in assets, the 2023 average was $780,000 and if the pattern continues by 2025, that number will exceed $1 million.

chart showing digital investments average per 1 billion

Roughly 40% of users say a poor digital experience reduced how often they bank at a financial institution. In addition to friction-free useability, technology enhancements don’t stop with digital environments.

So what solutions are leaders investing in? What technology is on the rise?

API-based services: One of the biggest overhauls recently in banking is the move to cloud platforms and shared API-based services. More than 90% of banks surveyed said they maintain at least some data, applications, or operations in the cloud. These systems create the foundation for both internal and external functionality, communication and data sharing.

Replacing legacy core systems with cloud provides secure delivery and storage of cardmember data, allows for personalized and instantaneous information sharing and broad scalability of programs and continuity.

As financial institutions continue to grow their API adoption, they will be able to provide an improved customer experience, as well as a more technologically competitive interface.

Banking artificial intelligence: Artificial intelligence (AI) is also gaining more traction. We found that more than 50% of leaders are investing in AI. Almost four in ten (39%) finance leaders say they’re not confident about their ability to manage and mitigate risks and hope help will arrive with AI developments. AI can help finance teams mitigate risks by, for example, flagging potential instances of fraud by recognizing unusual transaction size and frequency, payee changes, or multiple transactions being executed from the same device.

BNPL: Customers, especially younger generations, want features available like BNPL (buy now, pay later), digital wallets and more. The BNPL function started with firms such as Klarna or Affirm, which offered the payment option at checkout with certain businesses and let users manage their purchases and payments in a separate app. Now, the same technology is available to many cardmembers via their credit card.

Card ExtendPay® is a buy now, pay later technology recently launched to Elan Credit Card partners and their cardmembers. While using Card ExtendPay, customers can divide eligible credit card purchases into affordable monthly payments, with no interest and a low fixed monthly fee — all while earning rewards.

Despite no longer being the newest technology on the block, BNPL is still growing in interest with consumers. Financial industry forecasting predicts that in the U.S. alone, BNPL transaction value will rise from $80.8 billion in 2024 to $124.8 billion in 2027. BNPL financing allow consumers to split payments for an individual purchase into monthly or extended payments.

Digital wallets: Digital wallets are another payment solution gaining traction. This is a streamlined, secure, and user-friendly payment method available via a connected device. When making a purchase, users can access their payment method digitally to make an instantaneous purchase. A recent study estimates that digital wallets will account for 61% of ecommerce payments and 46% of point-of-sale payments worldwide by 2027 signaling a shift in payment preferences.

As financial institutions continue to adjust their strategy to attract and retain millennials and Gen Z customers, offering functionality like digital wallet solutions is vital.

chart showing digital wallet adoption

It’s understandable that credit union leaders may feel overwhelmed by rapidly advancing technology, fraud risk and competition. Exploring a third-party partnership can alleviate risks and costs for smaller financial institutions while delivering the technology customers expect.

Strategic partnerships can help support financial institutions in many ways. A partner brings the expertise, scale and ability to bring products, solutions and the latest technology to customers quickly — and at no cost to the institution. There can be hesitation from leaders about choosing to outsource, but the right partner can be a seamless extension of the credit union.

Download this whitepaper to learn about more trends in payments technology and what solutions Elan can offer to your customers.

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