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The Next Step in Mobile Banking: Frictionless Service

Thanks to the rise of virtual wallet technologies and person-to-person payment (P2P) systems, 2015 was a transformative time for banking institutions. As consumers’ pleas for improved mobile...

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Research: Insurance Claims Process Do’s and Don’ts

For all the entertainment value generated by funny insurance commercials from property and casualty (P&C) providers, only 5 percent of the industry’s business comes from acquiring new...

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Goodbye, Multichannel! Future Financial Relationships Require an Omnichannel Approach

Leaders often use the terms ‘multichannel’ and ‘omnichannel’ interchangeably, as if these two strategies define the same customer experience approach. However, as those...

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Banks Must ‘Branch’ Out to Reach Millennial Consumers

Despite numerous roadblocks on the path toward adulthood, Millennials have finally come of age, gaining increased buying power along the way. But, as Millennials begin to make an indelible impact...

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Forecasting Financial Services’ Next Generation of Mobile Customer Engagement

Mobile has forever transformed the way we communicate. Because consumers are less receptive to direct selling as they once were, mobile apps now provide financial firms with an innovative way to...

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Bringing the Amazon Experience to the Financial Ecosystem

Companies everywhere hold up Amazon as the pinnacle of digital strategy. This is largely due to Amazon’s recognition of its customers’ evolving behaviors and its success in meeting...

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Cold Calls Dwindle as Insurance Agents Warm Up to Digital Marketing

Many personal and commercial banking professionals operate under the ‘spend money to make money’ mantra. Insurance agents are no different. Because these independent contractors invest...

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Three Steps for Adopting Advanced Analytics in Financial Services

Because innovation breeds differentiation, brands are eager to pursue constant change. Financial firms, in particular, continuously struggle to break free from the stale, stagnant strategies that...

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Banking on Small Business: How Value and Understanding Will Win SMB Clients

Many industries operate under the myth that bigger is always better. But, when it comes to continued success in the financial services space, firms now recognize that small and medium sized...

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Understand These Five CX Changes in Banking for a Stronger Competitive Advantage

We all know by now that rising customer expectations and changing behaviors are compelling banks to consider how they can improve their response to customer needs.Many advanced strategies to...

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