Sponsored: Featured Innovations

  • 2017 Consumer Banking Survey

    Feb 2018
    Consumers have increasingly high expectations and demand exceptional customer service in exchange for their loyalty. According to the latest consumer banking survey conducted by NGDATA, banks are not meeting these expectations and must refocus on personalization. The survey of more than 1,500 U.S. consumers assessed their experiences with banks, including insight into their views on loyalty, service, technology, and their banks’ level of customer understanding.
    Read More
  • The Bank Executive’s Guide to Building a Better Business Customer Onboarding Experience

    Feb 2018
    The online onboarding process is the first customer experience your business prospects have with your institution, so the experience has to be positive. This guide will help you understand how to build an optimized online business customer onboarding experience and get it to market fast—based on lessons learned by banks that got it right.
    Read More
  • The Ultimate Guide to Financial Marketing Success 2018

    Feb 2018
    Does your marketing plan set your financial institution up for success in 2018? Learn how to set and execute your goals for the year and identify the key performance indicators you need to measure to deliver better results. Download EVERFI’s new 38 page ebook, The Ultimate Guide to Financial Marketing Strategy for 2018: An Interactive Guidebook for Banks & Credit Unions to get started.
    Read More
  • Best Practices in Budgeting and Planning to Accelerate Performance

    Nov 2017
    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.
    Read More
  • Best Practices for Deploying E-Signatures to the Bank Branch

    Nov 2017
    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.
    Read More
  • Reaching Millennial Consumers: Using Financial Education as Content Marketing

    Nov 2017
    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.
    Read More
  • Retail Banking: Bridging the Gap from AI to ROI

    Sep 2017
    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
    Read More
  • Five Components of Accurate Rolling Forecasts for Financial Institutions

    Sep 2017
    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 More