PFM is Dead. Long Live Data-Driven Money Management
Personal financial management (PFM) tools are becoming an integral component in many of the best mobile banking applications.
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Top 5 Insurtech Trends for 2017
Insurance is using digital technology and devices to reduce costs, enhance customer experiences and improve back and front office operations.
Moving from a Reactive to Proactive Digital Culture
Financial institutions can no longer afford to be focused on short-term quarterly results at the expense of long-term cultural change.
Preparing for Gen Z: Three Lessons Learned from Overlooking Millennials
As financial marketers continue to struggle with Millennials, a new generation is about to hit the banking industry: Generation Z.
3 Mistakes Fintech Startups Make On The Road to Failure
Fintech startups are founded on new, exciting ideas, but they often succumb to the same, avoidable problems. Here's why many of them die.
7 Ways to Succeed With New Customer Onboarding
Successful new customer onboarding is the key to generating a positive ROI on recently sold products and services.
New Customer Onboarding Requires Integrated Approach
Here are steps to building an onboarding solution that is digital, integrated and focused on a stronger customer experience.
Eliminate Those Pesky Digital Speed Bumps
Consumers today have no patience. They want instant gratification. This means you must minimize clicks in your digital channels.
Five Advanced Data Analytics Strategies for Financial Marketers
Banking providers can't survive without an advanced data analytics program leveraging rich consumer insights across the entire organization.
It’s Time To Stop Treating Millennials as a Single Segment
The differences between sub-segments of banking Millennials are too big to ignore. Let's stop treating Millennials as a single segment.
6 Steps Financial Institutions Can Take on the Road to Digital Transformation
87% of companies say digital transformation represents a major opportunity. 'Going digital' is a top priority for everyone, including banks.
Taking Some Of The Ugly Out Of Content Compliance
Between blackhat publishers and rate comparison sites, it's tough for financial institutions to take charge of their online brand and stay in compliance.
Digital Channels Delight, While Branches Struggle for Relevance
A study finds bank customers using digital banking channels are more loyal than those using branches who are more susceptible to switch.
Online Account Acquisition: Perception vs. Reality?
Financial institutions assume consumers who open accounts online are more desirable — and more profitable. But is this really true?
6 Ways Companies Fail at Digital Customer Service
In the move to beome a digital organization, some firms have difficulty replicating the 1:1 service customers once enjoyed.
Mobilegeddon: Google’s Mobile Update for Financial Marketers
Your financial institution's website had better be mobile-friendly, or Google will start excluding you from their search results.
Battle For Mobile Payments: Guide to Universal Cards
An analysis of the universal plastic payments cards shows why these alternatives may be the bridge to mobile payments.
It’s Time To Accelerate e-Bill Adoption
Of all digital banking services, e-billing provides one of the most promising opportunities for billers and financial institutions.
How Did Chase Lose 1 Million Facebook Fans in 90 Days?
How exactly did Chase Bank lose one million Facebook likes in one quarter? It is up to the world to decide.
7 Reasons to Use Infographics in Your Content Marketing
Busting through the clutter isn't easy, especially for banks who aren't known for engaging content. That's where infographics come in.
Christmas for Financial Marketers
Here are some ideas to help banks and credit unions get in the spirit and plan their holiday season campaigns.
When Will POS Mobile Payments Go Mainstream?
Should banking be concerned that despite massive media attention, mobile payments still represent only a small fraction of POS transactions?