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Posts by Joe Pitzo

06/12/2018

Can Treasury Management Survive Digital Darwinism?

Google recently blew Silicon Valley’s collective mind when it debuted its new digital assistant. It’s voice is so human, filled with “ums” and hip expressions and human flaws, that it’s literally impossible to tell you’re talking to a machine. And just like that, Siri, the personal robot assistant who wowed us when it came on…

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05/16/2018

Your bank can automate treasury onboarding. But should you?

Let’s reflect on a few spectacular technology failures that were in the news. Facebook’s massive data scandal has everyone questioning the wisdom of taking that BuzzFeed quiz while they should’ve been working, leading to distrust of big data and speculation that it’s turning into Big Brother. And the tragic deaths caused by Uber and Tesla’s…

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01/24/2018

2018 Technology Forecast for a Better Onboarding Experience [ON DEMAND WEBINAR]

The customer experience has solidified itself at the top of the podium as a competitive differentiator and deal breaker. If onboarding is one of the first impressions treasury management clients get of their bank, it makes sense that many banks are eyeing up the lofty idea of re-engineering their current processes. Over the past few…

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07/28/2017

Can Onboarding Lock-in B2B Client Loyalty?

Research shows 7 in 10 corporate customers ready to switch banks Mention the concept of loyalty, and many of us think immediately of our college alma mater or favorite pro sports team. For others, it’s a product or service we swear by, perhaps a car or a sweatshirt we’ve held onto far past its natural…

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07/24/2017

Why Are Banks Assembling Innovation Teams?

New bank innovation teams tend to favor a certain process improvement initiative. Bank innovation teams are fairly new trend. They are often assembled from a diverse mix of external consultants and internal employees across the departmental lines to focus on just about any sort of initiative, such as identifying internal silos hindering collaboration or improving day-to-day operations….

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07/17/2017

What Do Onboarding Delays Really Cost Your Bank?

Ready, set, wait Road construction is a fact of life. Whether you’re headed across town or have the car packed for vacation, encountering a detour or traffic jam is inevitable. Driving is just one of the occasions where we’re conditioned to expect delays: airport security, license renewals at the Department of Motor Vehicles (DMV) or…

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07/12/2017

Why Drones and Robot Vacuums Are Changing Business Banking

Technology is putting corporate customers in the driver’s seat – not banks. While making dinner, you turn to your voice-assisted device and tell it to turn on the TV. You listen to a news story about Amazon’s first public drone delivery while chopping carrots. A few pieces fall to the floor and your robot vacuum…

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