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4 Essential Factors of a Comprehensive CX Strategy for Finserv

4 Essential Factors of a Comprehensive CX Strategy for Finserv

CX. Those two letters have become something like the Holy Grail of financial services as of late. If you’re having trouble placing this particular abbreviation, we don’t blame you – finserv is packed with them. Don’t worry, we’ve got you: CX=Customer Experience. CX is...

How to Assess Your Most Important Tech Needs

How to Assess Your Most Important Tech Needs

If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...

Build, Buy, or Both? Choosing the Right Tech Stack

Build, Buy, or Both? Choosing the Right Tech Stack

With more than 23.5 million U.S. households engaging in mobile banking, regional and super-regional banks have no choice but to explore ways that innovative technologies can help them set themselves apart in the digital world. The search for opportunities to elevate...

How to Optimize Your Next Tech Implementation

How to Optimize Your Next Tech Implementation

Want to hear a technology horror story in five words? “Your implementation starts next week.” If you’ve ever added technology or any kind of software to your bank, you too may have felt a twinge of fear when seeing the word “implementation.” But it doesn’t have to be...

10 Things Technology Partners Do for Banks

10 Things Technology Partners Do for Banks

Although most banks list “improving the customer experience” as a top priority, less than one-third actually report “expanding their product line” anywhere in their top priorities in at least one recent survey. In other words, while creating a better CX is a...

Improve Customer Communication with Shared Account Access

Improve Customer Communication with Shared Account Access

From the middle class to the wealthiest families in the country, most families find it incredibly difficult to talk about money. In fact, a BNY Mellon study found that lack of communication could be the culprit behind the loss of up to 60 percent of family fortunes. ...

Enabling Roles-based Authorization in Digital Portals

Enabling Roles-based Authorization in Digital Portals

When it’s time to onboard a new employee, adding them to all the right technology systems used is one of the most time-consuming practices for most organizations.  But onboarding isn’t just time-consuming—it’s also critically important for how successful an employee...

How Banks are Powering the Small Business Economy

How Banks are Powering the Small Business Economy

Small business is big business in the United States.  Nearly half of all Americans are employed by a small business, and there are 30 million small to midsize business owners in the country.  So if your bank or wealth management firm is making it a priority to serve...

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