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Boosting engagement through personalization

Personalization prioritizes quality over quantity. While this approach may reach comparatively fewer consumers, it tends to engage individuals who are more likely to interact with the offers presented. In this eBook, we’ll explore what personalized communication Read More

By |2024-01-31T12:17:32-06:00January 31st, 2024|Comments Off on Boosting engagement through personalization

Strategies & budgeting for financial institutions

Research indicates that for banks and credit unions to compete with megabanks, they should focus on data insights, speedy technology, AI-powered solutions, cybersecurity, and Gen Z marketing. 2024 is deemed a ‘crossroads year’ for the financial Read More

By |2024-01-31T12:10:33-06:00January 31st, 2024|Comments Off on Strategies & budgeting for financial institutions

Data + AI radar: Financial services

While financial services firms may lag other industries in AI deployment, they are better than average at data collection and verification. In this report, learn how the industry has potential to lead by further investing in Read More

By |2023-12-06T09:38:48-06:00December 6th, 2023|Comments Off on Data + AI radar: Financial services

Check and signature fraud prevention: Challenges and resolutions

Checks remain a primary means of fulfilling financial obligations. Technological advances coupled with increased availability at decreased costs have enabled criminals to engage in illegal and/or deceptive practices that include signature forgery, counterfeit checks, and physical Read More

By |2023-12-06T09:41:59-06:00December 6th, 2023|Comments Off on Check and signature fraud prevention: Challenges and resolutions

Driving sales and servicing efficiency with channel-less interactions

When it comes to your customer interaction strategy, it is possible to take a holistic approach to efficiency. Learn how channel-less interactions can bring transformative efficiency to your organization’s sales and service operations. Read More

By |2023-12-04T16:16:22-06:00November 2nd, 2023|Comments Off on Driving sales and servicing efficiency with channel-less interactions

The connected financial services report

Over 6,000 financial services customers were surveyed to discover why they switch institutions, what they look for in digital and in-person experiences, and how they feel about technologies like artificial intelligence.

By |2023-12-04T16:08:39-06:00October 5th, 2023|Comments Off on The connected financial services report

Learning programs reveal untapped potential in your workforce

To stay competitive and to win the talent war, investing in upskilling employees is crucial. Learn why financial services leaders are tapping into their workforce potential with learning solutions.

By |2023-10-31T15:18:59-05:00October 5th, 2023|Comments Off on Learning programs reveal untapped potential in your workforce

Picking up the pace

Banks and credit unions should emulate leading hospitality and retail brands by more frequently refreshing their branches. Learn why studying the trends of retail markets outside of banking can launch bank branches into the future. Read More

By |2023-09-14T15:48:01-05:00September 18th, 2023|Comments Off on Picking up the pace

Increasing online conversion through digital interactions

The battle for online conversion is increasingly coming down to customer experience. Learn why embracing digital customer service can improve the experience, boost loyalty and maximize the value of your online visitors.

By |2023-10-04T10:59:14-05:00September 18th, 2023|Comments Off on Increasing online conversion through digital interactions

The 4 elements of a powerful digital sales & service platform

Combining sales and service into a single platform can optimize the digital experience, transform what was once a cost center into a revenue center and create loyalty among account holders.

By |2023-08-11T15:00:52-05:00August 15th, 2023|Comments Off on The 4 elements of a powerful digital sales & service platform

Becoming a deposit growth machine

The need to retain and grow core deposits is on every financial services leader’s mind. In this report, learn how to remove operational inefficiencies and propel your institution towards growth and profitability.

By |2023-07-24T13:37:04-05:00July 18th, 2023|Comments Off on Becoming a deposit growth machine

State of homebuying

Lenders and others in the housing space can benefit from the findings in this report to better understand what is driving consumers’ decisions, how to best serve them and where more education is still needed to Read More

By |2023-07-24T13:38:48-05:00July 18th, 2023|Comments Off on State of homebuying

Private debt: How much is too much in a credit portfolio?

Portfolio analysis can help determine the optimal holdings of private debt in a broader portfolio, and inform decisions about asset allocation, credit limits and concentration risk measures.

By |2023-07-24T13:34:22-05:00June 22nd, 2023|Comments Off on Private debt: How much is too much in a credit portfolio?

Bring your call center to the next level

With intelligent voice-enabled chatbots, financial institutions can elevate their customer service and provide live call center reps with more time to handle complicated inquiries.

By |2023-06-01T13:27:27-05:00June 1st, 2023|Comments Off on Bring your call center to the next level

Being profitable in an uncertain economy is possible

As the financial landscape continues to evolve, it is imperative to provide account holders with solid, foundational support. In this report, learn about opportunities for regional and community financial institutions to empower consumers and differentiate themselves Read More

By |2023-05-12T10:01:43-05:00May 15th, 2023|Comments Off on Being profitable in an uncertain economy is possible

Can you quantify the impact of concentration risk on your portfolio?

Managing concentration risk has been a core concern for credit portfolio managers for decades. Findings from this analysis indicate that managing concentration risk effectively can decrease the overall risk of the portfolio by 21%. This paper Read More

By |2023-06-01T10:29:21-05:00May 4th, 2023|Comments Off on Can you quantify the impact of concentration risk on your portfolio?