Business<br />
Insights that<br />
drive results


Insights that
drive results


Customers Are Switching – Is Your FI Safe?

How to switch-proof your financial institution by putting the customer experience first in your RDC offerings Lines. A generation ago, standing in line was routine for almost any sales or service-related activity: Checking out at the grocery store. Buying a ticket at the movie theater. Getting a cab from the airport taxi rank. Checking into…

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Lending Signals: Powerful Tools to Find and Target Consumers for Loans

Last week, I fired up an app on my phone and while using it, a message popped up. Men’s Warehouse was having a sale on Calvin Klein suits, I was intrigued … and they knew I would be because they know what I like. This is the new norm for businesses today, data is changing…

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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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Money 20/20’s Recurring Themes Mirror FinTech Hot Topics

Money 20/20 offers a great opportunity to assess the pulse of the payments marketplace. With more than 11,000 attendees, it’s the largest annual conference for bankers as well as service providers in the fintech space- with a healthy dose of venture capitalists and startups as well. Increasingly, major players have also used the Money 20/20…

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Understanding the State of Audience Data for Marketers in 2018

Are you a marketing professional who is confused and maybe a little overwhelmed by the juggernaut of big data and how it’s being used for customer acquisition, retention, or cross-selling? You’re not alone. Audience data is fundamentally changing the marketing landscape, but it’s still all brand new. Data analytic experts are in high demand because…

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Can You Spot a Synthetic ID? The $6 Billion Mistake in Banking

By Laura Bruck, EZShield New research from the Auriemma Consulting Group (ACG) paints a bleak picture of the state of synthetic identity theft and its hit to the banking industry. Synthetic identity theft cost banks $6 billion in 2016. Five percent of charged-off accounts and up to 20 percent of credit losses are thought to…

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Creative Approaches to Amplify RDC Revenue in 2018

How one bank’s creative thinking generated $90,000 in potential RDC revenue—in just 25 days Time is money. We’ve all heard that old adage. It implores us to work smarter rather than harder, in order to achieve our goals. And trite as it may sound, it’s still solid advice for 2018, especially as you consider this year’s sales…

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