Evan Siegel
Sep 21, 2022

AI-powered knowledge management technology can improve customer financial wellness, grow balances and drive product sales.

What do bank tellers, toll booth attendants and mail carriers have in common? Each group has provided decades of specialized manual service, yet is being overtaken by technology alternatives and changing customer behaviors.

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Just as baby boomers are predicted to have a large impact on entitlement programs, so are they also poised to be a primary driver of small business formation in the next decade and beyond.

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Earlier this year, Bank of America announced that it had surpassed one million small business mobile banking users, representing one-third of the institution’s three million small business banking customer base.

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Statistics show that bank networks in the U.

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It has been called one of the greatest intercultural exchanges in history – offshore call centers handling millions of customer calls for banks and other companies.

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The banking industry has anxiously awaited a rising rate environment, anticipating that interest income from loans and investments will rise more quickly than interest expense on deposits and other funding.

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As customer preference shifts from traditional branch and ATM transactions to easier, faster channels such as Web and mobile, it is becoming more and more difficult for banks to measure the impact this shift has on their organizations.

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Why are so many banks struggling to adapt quickly to the trends driving the need for massive transformation in their business? The pressures of dealing with increased competition, operating with limited budgets and the need to enhance capabilities in order to establish and maintain strong relationships with their customers are just a few contributing factors.

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When San Francisco-based Bank of the West recently looked into introducing a new mobile banking app, it adopted a project management method known as “radical collaboration,” which involves the participation of all relevant units across the company.

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For the 12 institutions named as finalists in the 2013 BAI-Finacle Global Banking Innovation Awards, innovation means expanding the boundaries of traditional products and services in retail banking to improve the customer experience.

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It’s an old problem in banking but one that is hitting home now with increasing urgency: how do you boost sales in the branches? Part of the answer involves changing the roles and responsibilities of the branch staff.

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Wikipedia defines the term “the elephant in the room” as referring “to a question, problem, solution, or controversial issue which is obvious to everyone who knows about the situation, but which is deliberately ignored because to do otherwise would cause great embarrassment, or trigger arguments or is simply taboo.

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Consumers are adopting mobile banking and payments technologies at a record pace and in real-time.

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The branch has always been considered the best channel for banks to deliver personal service.

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Financial institutions have relied on geocoding and location intelligence for decades to make better decisions regarding site selection and market potential.

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Recent research findings reveal a big gap between financial organizations and high-performing companies when it comes to customer focus.

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The “branch of the future” is a tantalizing concept pursued by nearly every large financial institution.

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