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Effective Digital Customer Onboarding

Posted by Mark Vipond on Mon, Jul 6, 2015 @ 08:07 AM

Today, customers have a number of options of when and how they communicate their banking needs. However, one thing is certain - they want to do business with financial institutions that make their experience easy, convenient and simple. A customer’s first impression of a financial institution is extremely important and with planning, the digital revolution is making onboarding more easy, convenient and simple.

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Topics: data, banks, advsior, personalized experience, channels

Monetizing Digital Banking Channels

Posted by Michael Carter on Tue, Jun 23, 2015 @ 08:06 AM

Financial institutions are awash in data that could enable them to construct the most intimate financial portrait of their individual customers in history including information about transactions, financial holdings, location, biometrics, user experience and social media feeds.

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Topics: data, banks, advsior, financial services, innovation, channels

Digital Banking Requires A Different Way Of Doing Business

Posted by Mark Vipond on Tue, Apr 7, 2015 @ 07:04 AM

To remain competitive, financial institutions must have an ever-evolving strategic plan that delivers greater customer value across an increasing number of channels.

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Topics: data, advsior, digital banking, user experience

Leveraging Trusted Advisor Role Depends On Data

Posted by Mark Vipond on Wed, Apr 16, 2014 @ 10:04 AM

According to a three-year study by Scratch, Millennials consider financial institutions to be the most hated and irrelevant brands on our planet. As dramatic as it sounds, this finding is unremarkable, at least as concerns this generation’s emotional position on financial institutions.  In 25 years of being in the FinTech industry, I have never heard people say they loved their bank or wanted to send flowers to their credit union. Most of us don’t even like the act of banking no matter how convenient it gets.   For most of us, it is simply a necessary yet mundane chore we have to do. 

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Topics: data, advsior, financial services, omnichannel, digital banking, trust, user experience, Millennials, channels

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