Karl Dahlgren
Jul 28, 2020

Baby Boomers can surprise with their embrace of financial technology, while Gen Z is showing some old-fashioned preferences.

Like never before, data analytics can unlock the secrets of customer loyalty through what was once considered a soft, non-specific metric: emotional motivations for doing business.

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The term “robo advising” emerged in the banking and wealth management communities about a decade ago.

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What must we keep front of mind about innovation? I’ve asked myself that question many times.

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Talk of “customer centricity” is everywhere in the financial services realm.

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“We’re all dreamers in this room.

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Artificial intelligence has been with us since Stanford professor John McCarthy coined the term in 1960.

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For all the recognition artificial intelligence has enjoyed in the banking community, it hasn’t yet found a nearly equal level of adoption.

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“What is innovation?” The universal nature of that question sparks many a debate.

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Sins of omission rather than commission rank among the most serious mistakes bank marketers are committing in this time of digital upheaval.

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Where does Chicago stand within the worldwide fintech community and what are its major contributions? Michael Busch, the president of Burling Bank and Lisa Curran, the co-founder of the non-profit industry group FinTEx provide an informed glimpse into what’s going on in Chicago’s fintech scene.

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