The Psychology of Personalization In Banking
To build a strong individual experience, it is important to understand the psychology of personalization.
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Technology and Real-Time Data Give Marketers the Personalization ‘Golden Ticket’
Banking providers that deliver timely, relevant and personalized messages will build loyalty and enjoy stronger revenue growth.
Insiders’ Secrets to Onboarding Success in Banking
Financial marketers that make just a few tweaks to their onboarding strategy can see huge returns. Here's what the experts recommend.
What to Know Before Adding E-Signatures to Lending Processes
When marketing consumer lending products, you can improve your ROI by constantly seeking new and unique data sources your competition may not have. Here's how.
Digital Darwinism Puts Banks and Credit Unions at Risk
According to renowned author Brian Solis, the banking industry sorely underestimates the massive the impact of tech and how it's elevating customer expectations.
Five Banks and Credit Unions Rocking The Small Business Market
Small businesses would choose local institutions more often if they didn't struggle with a subpar mobile experience, lengthy loan applications and limited business products.
Banking Must Provide AI-Powered Financial Wellness Tools
Developing and promoting financial wellness tools represents an opportunity for banks to meet the needs of consumers worried about finances.
Expert Q&A: Innovation and Digital Adoption in the Banking Industry
Dr. Wei Ke discusses innovation in banking, and how banks can successfully drive digital adoption using a combo of technology and empathy.
The Massive Millennial Shake Up in Traditional Wealth Management
As baby boomers change their financial objectives, the millennial investor provides wealth management opportunities that can't be ignored.
Six Strategic Keys To Becoming a Mobile-Centric Bank
Retail banking models prioritizing branches is a recipe for disaster. Banks must make mobile the channel to anchor retail delivery.
Debunking Millennial Money Myths
Millennials may be tech savvy, but they are actually more conservative than both Gen Xers and Boomers when it comes to financial matters.
Four Simple Digital Marketing Tactics You Can’t Ignore
Financial marketers need to couple digital technology with advanced analytics to create highly personalized content that generates scalable results.
Banking’s Customer Experience Battlefield
Improving the digital customer experience is the only way for banks and credit unions to grow market share and enhance loyalty and trust.
Testing, Learning and Analytics: Are You Doing It Wrong?
How a simple shift in thinking and a few hours work could boost your direct marketing results by millions in additional sales.
Umpqua Bank’s ‘Human+Digital’ Strategy: A Banker In Every Pocket
The new BFF mobile app — short for 'Best Financial Friend' — lets customers interact with a personal banker via voice, video or chat.
Are Banks and Credit Unions Prepared for a New Mobile Era?
Financial institutions must improve mobile banking offerings, while innovating to leverage technologies like wearables, AI, IoT, AR and VR.
Open Banking Will Revolutionize Financial Services… Maybe
Regulations across the EU and in the UK allowing open banking provide opportunities and challenges that all markets will need to address.
Top 10 Trends Rocking the Future of Payments
The payments industry is being completely transformed. Here are ten major trends reshaping the future and changing the competitive balance in banking
Will Digital Disruption Trigger The Next Financial Crisis?
Global consulting firm McKinsey says the digital threats in banking are real, and could throw the industry into another major tailspin.
Top 10 User Experience (UX) Design Misconceptions
You can have a great idea for a new product or tool, but in the digital-first world you need killer UX to create a breakthrough experience.
Stop Cross-Selling! Help Customers Buy Instead
Banks and credit union cross-selling needs to leverage digital tools and customer insights to provide targeted product recommendations.
7 Trends Shaping Strategy For The Digitally-Enabled Bank Of The Future
How should traditional banking providers manage disruption in the digital age? Here are seven forces that will shape your strategic plan.