David Sosna

Customer - blank screen


May 10, 2017

Small businesses have long mystified banks. They make up an overwhelming 99 percent of all businesses—yes, 99 percent—and employ close to half of all workers. They generate more than 60 percent of the private sector’s net […]


Jan 11, 2017

Cross-selling is in the crosshairs of anyone who has anything to say about financial services these days—from Congress, to the media, to consumer protection groups. But at the BAI Beacon conference in October, cross-selling was a […]
banker at work 1


Oct 31, 2016

Financial institutions know they need to adapt to the omnichannel reality. A 2015 survey conducted by Backbase and EFMA shows that 61 percent of banks believe it’s extremely important to create a seamless omnichannel experience. Yet delivering on the...