Wei Ke

As banks shift from a transaction-centric relationship with customers to one focused on financial well-being, design considerations will be more important.

Banks are making big investments in artificial intelligence (AI) and machine-learning software to improve the customer experience and detect fraud. AI-enabled chatbots and voice assistants are already the norm at major banks. Financial institutions are also […]

Models to analyze flow-of-funds data can yield insights to support a bank’s acquisition, retention and engagement initiatives.

Flow-of-funds analysis can provide a clearer picture of evolving customer behaviors