• Patrick Sanders
    Patrick Sanders Mar 16, 2018

    The new wealth of knowledge: Roboadvisors and the human touch

    Financial institutions that struggled with the robo playbook of low fees and AI now use it to foster—yes—human customer relationships.

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  • From customer experience to bank branch significance: Five predictions for 2018

    Dave Kerstein_resized
    David Kerstein Jan 8, 2018

    So begins a new year with a new Fed chair—and new possibilities in the ways banks approach business and operations.

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  • Let’s get digital: Fiserv picks four trends for 2018

    Fiserv Staff Jan 2, 2018

    Expect roboadvisors to exit the spotlight, while mobile payments will only get faster—and undergo faster change as well.

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  • Guardian angles: Teaching talent the fine points of compliance

    Katie Kuehner-Hebert
    Katie Kuehner-Hebert Dec 18, 2017

    Spotting suspicious activity isn’t just for compliance officers. New hires and veteran staffers must know and practice the essentials.

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  • Five things we all get wrong about branch transformation

    Jon Voorhees Dec 15, 2017

    Today’s game plans are as varied (and confusing) as diet plans. Here’s how a branch strategy veteran separates truth from myth.

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  • Podcast: Branches, branch tech and the future of banking in 2018

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Dec 12, 2017

    Kerim Tumay, vice president of marketing for Kiran Analytics, discusses the role of data best practices and what's driving the industry forward in terms of branch evolution done right.

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  • Podcast: Emotional bonds, customer connection and lasting loyalty

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Nov 28, 2017

    Dan Leemon of Motista explains the links between values and needs, market segments, and how resonating with the right emotions attracts much more loyal, profitable customers.

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  • Why SMB lending equals smart money for banks

    Chance Castellucio
    Chance Castellucio Nov 27, 2017

    Banks and credit unions have the funding; small-to-medium sized businesses need it. So how come the two sides remain disconnected?

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