Banking Strategies to Power Smart Decisions

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Whitepaper

Sep 18, 2023

Banks and credit unions should emulate leading hospitality and retail brands by more frequently refreshing their branches. Learn why studying the trends of retail markets outside of banking can launch bank branches into the future....

Whitepaper

Sep 18, 2023

The battle for online conversion is increasingly coming down to customer experience. Learn why embracing digital customer service can improve the experience, boost loyalty and maximize the value of your online visitors....

Whitepaper

Aug 15, 2023

Combining sales and service into a single platform can optimize the digital experience, transform what was once a cost center into a revenue center and create loyalty among account holders....

Whitepaper

Aug 3, 2023

Interactions between consumers and your staff are crucial for forming (and maintaining) strong relationships. Positive interactions are what creates loyal fans and maximizes lifetime value, so ensuring every one of them meets your users needs is paramount. Every interaction is...

Whitepaper

Jul 27, 2023

AI is no longer a buzzword or a concept of the future. It is now a tangible technology. However, leveraging the power of AI is easier said than done. Assessing the possible costs and benefits and then investing in AI technology...

Whitepaper

Jul 18, 2023

The need to retain and grow core deposits is on every financial services leader’s mind. In this report, learn how to remove operational inefficiencies and propel your institution towards growth and profitability....

Whitepaper

Jul 18, 2023

Lenders and others in the housing space can benefit from the findings in this report to better understand what is driving consumers’ decisions, how to best serve them and where more education is still needed to guide them in their...

Whitepaper

Jun 27, 2023

FedNow is a real-time payment (RTP) service the Federal Reserve is developing. Expected to activate in July, it will allow consumers and businesses to send and receive payments instantly, 24/7/365, through participating financial services organizations. FedNow, available to banks and credit...

Whitepaper

Jun 22, 2023

Portfolio analysis can help determine the optimal holdings of private debt in a broader portfolio, and inform decisions about asset allocation, credit limits and concentration risk measures....

Whitepaper

Jun 1, 2023

With intelligent voice-enabled chatbots, financial institutions can elevate their customer service and provide live call center reps with more time to handle complicated inquiries....

Whitepaper

May 22, 2023

ChatGPT has been the talk of the town since the AI-powered chatbot that creates human-like conversations was released late last year. But it’s more than just talk. In this Q&A with Jake Tyler, Virtual Assistant Specialist at Glia you'll find out:...

Whitepaper

May 15, 2023

As the financial landscape continues to evolve, it is imperative to provide account holders with solid, foundational support. In this report, learn about opportunities for regional and community financial institutions to empower consumers and differentiate themselves from competition....

Whitepaper

May 4, 2023

The UKG 2023 Retail Branch Lobby Study examines nearly seven million lobby sales and service interactions across North America between account holders and lobby employees. It captures and analyzes lobby performance data such as lobby wait times, account holder assist...

Whitepaper

May 4, 2023

Managing concentration risk has been a core concern for credit portfolio managers for decades. Findings from this analysis indicate that managing concentration risk effectively can decrease the overall risk of the portfolio by 21%. This paper discusses how the impact...

Whitepaper

Apr 25, 2023

While thousands of bank branches have closed in recent years—a trend accelerated by the COVID-19 pandemic—those that remain have the opportunity to leverage digital technology and create a differentiated, in-person experience. In this Q&A with Roji Oommen, Managing Director, Financial...

Whitepaper

Apr 18, 2023

Effective loan monitoring provides actionable insights that enable institutions to understand gaps, reveal opportunities, and support innovation in order to reduce delinquency rates. Lenders are now employing loan monitoring as a means of assessing risk, improving performance, and boosting efficiency....

Whitepaper

Apr 18, 2023

Marketers at financial institutions have changed their advertising strategies as a result of current geopolitical conditions and are prioritizing data-driven and personalized approaches....

Whitepaper

Apr 6, 2023

CoBrowsing creates a deeper level of engagement and a better customer experience. Gain insights on why you should include CoBrowsing in your online communication channels....

Whitepaper

Apr 6, 2023

With rising interest rates and increased competition for deposits, financial institutions need the right strategy in place to meet their goals. Learn about five proven strategies the nation’s leading banks are using to supercharge their growth....

Whitepaper

Mar 30, 2023

Banks and credit unions have made significant headway in their digital technology stacks over the past few years. Now it’s time to reap the return on investment and drive adoption of the new or enhanced digital channels designed to engage...

Whitepaper

Mar 28, 2023

Digital transformation that connects disjointed systems can lead to a superior experience for customers and the employees who serve them. It’s a timely concept as competition from digital-first fintechs intensifies amid growing customer expectations for faster, more seamless and more...