Sponsored: Featured Innovations

Given the numerous challenges in today’s financial services industry, it is now more important than ever to have a comprehensive plan for your institution to achieve its goals and financial targets. Ensuring that your financial institution has accurate, flexible, and transparent strategic and tactical plans will help you address both external and internal challenges, while ensuring you have a roadmap toward profitable growth.

According to Gartner, e-signature is one of the top investment areas for retail banks in 2017. Written for retail banking and digital transformation leaders, this paper provides guidance on how to apply and deploy e-signature technology to the branch network. As part of the research methodology, interviews were conducted with business and IT stakeholders from U.S. Bank, Bank of Montreal, OneMain Financial, ARGO, and others.

Technology has reduced attention spans and made it difficult to connect meaningfully. Without face-to-face interaction, how can financial institutions engage existing consumers and win over prospects? The answer lies with technology and engaging consumers where they are—online. Learn how to acquire millennial consumers through financial education and the benefit of using education technology to engage millennials in new ways.

To create personalized experiences that attract and retain customers, bank employees need to work efficiently and focus on high-value interactions. Dive into our white paper and learn how banks can leverage artificial intelligence right now to help their employees be their best and create experiences their customers will love. -Build predictive, needs-based customer journeys -Implement strategies to drive sales productivity -Design smart, self-service customer communities

Top performing organizations mitigate risk by continuously updating forecasts to better reflect current business conditions, resulting in what’s known as a rolling forecast. Financial institutions who use rolling forecasts can improve accuracy, manage risk, and optimize decision making. Download to learn why successful banks and credit unions use rolling forecasts and five components of accurate rolling forecasts.

Read this white paper to learn how continuous digital trust can help transform online and mobile banking by improving security, simplifying user experience, and defeating fraud in real-time. Find out more about critical components of a trusted digital platform: Trusted Users Trusted Devices Trusted Apps Trusted Transactions Trusted Communication Channel Trusted Behavior

Financial services marketers are trying to segment and personalize their messaging as much as possible. Nowhere is this more evident than with generational marketing. But what if the two largest generations — Millennials and Baby Boomers — aren’t all that different? How does that impact messaging? Two industry experts offer their views in this must-read article.

As much as 30 percent of banking revenues will be at risk by 2020 due to new trends and new competitors. Financial institutions that want to increase profitability and improve retention must remain top of mind, become an invaluable daily resource, and achieve primary financial institution (PFI) status with the most affluent generation in history, baby boomers.