White Papers
October 26, 2022Personalization is key. 49% of executives believe their service can be improved, and 55% of executives believe their web experience can be improved. In the banking world, frequent, real-time, transactional engagement with people’s money makes personalization a necessity. See how your business can improve its service with a more personalized approach in Salesforce’s new report. Read the full...
September 28, 2022Historically, many banks considered small-business clients a sub-set of their consumer customers, with little attention paid to what owners and entrepreneurs actually need from a financial institution. That is starting to change, partly spurred by the wave of new entrants zeroing in on the segment and the opportunities that digital channels create. Read more to learn about four key areas of...
August 23, 2022The future is here and it's digital first. After three straight years of unprecedented uncertainty, consumers have shown extraordinary resilience by converting to a digital-first lifestyle without missing a beat. In our 2022 global survey of financial services customers, we heard one thing loud and clear. They want intuitive, personalized experiences that emphasize their overall financial...
July 14, 2022We are halfway through 2022 and home lending has swiftly shifted in a direction that many didn’t predict. U.S. mortgage rates have soared above 5%, ARM volume accounts for more than 20% of all mortgage refinance and purchases transactions. Home equity volume is up more than 40% from 2021. Read the full white paper here . Subscribe to Curinos Insights here.
July 7, 2022Credit furnishers aren't in for just another recession. This time around, we're facing the confluence of falling consumer disposable income, rising prices and interest rates, a rocky job market, and a regulatory agency that has proven itself ready and willing to act. The result? A perfect storm of events designed to strain the credit dispute management operations of even the most prepared lender...
July 1, 2022A sudden shift to digital-first engagement and remote work arrangements has put service transformation on a whole new trajectory. Learn why banks and other financial services organizations must adapt to deliver customer support that is: Seamless Personalized Always accessible Read the full whitepaper here .
June 27, 2022Mastercard’s market research report measures the early demand and drivers of adoption for the promise of better-connected financial services through open banking and more control of consumer-permissioned financial data in North America. The Rise of Open Banking Report includes: Ways consumers are already managing money digitally What drives consumers to use technology Future uses for open finance...
Digital Innovation & Mobile Banking, Marketing, Communications & Consumer Experience, Talent & Workforce ManagementJune 1, 2022Onboarding is pivotal to the customer experience and a critical part of your bank’s digital transformation. Learn how optimized onboarding leads to: Exceptional customer experience Improved marketing performance Better risk management A higher return on banking relationships Read the full whitepaper here
May 18, 2022Consumers are accustomed to receiving email notifications for everything from bill reminders to service renewals and order confirmations, but as they increasingly opt into digital communications, their inboxes are becoming so inundated that critical messages are getting lost in the mix. In today's fast-paced world, business need to break through the digital noise and capture their customers...
April 13, 2022Crypto-related perceptions and products continually evolve as digital currencies gain momentum and mainstream popularity. As the market matures, questions arise about crypto’s role in the future of finance and commerce, and what the role of traditional financial institutions will be in this new era. This paper offers a data-driven exploration into the evolving landscape of crypto, drawing from an...
