White Papers

CBA Team Contact

Jordan Selmer
  • September 18, 2023
    Top trends and priorities focus on digital acceleration, the end-to-end customer experience and security We met face-to-face with 127 retail banking executives to better understand their top trends, priorities and challenges. Digital acceleration is the most impactful macro trend executives face this year; and, to keep pace, they are investing in client-facing digital transformation (top IT...
  • September 15, 2023
    Now in its 10th year, CGI’s annual financial consumer survey provides key insights into the expectations and mindset of consumers in retail banking. Based on the views of 2,600+ respondents across 11 countries, the report includes consumer sentiments on key topics such as innovation, satisfaction levels, and service price mix. A new addition to the survey is a focus on environmental, social, and...
  • September 15, 2023
    “Banking is necessary; banks are not,” said Bill Gates in 1994. As financial services become increasingly embedded in everyday life, the truth of this statement has never been clearer. Consumers are now accessing financial services through various places other than the bank. Embedded finance is changing the banking landscape and is expected to have an estimated market value of $138 billion by...
  • September 15, 2023
    In pursuit of becoming digital to improve service to customers, citizens and employees, business and IT leaders are seeking freedom from limits. They want a transformation strategy that delivers modernization without disruption and unlocks innovation. Learn how organizations must embrace “the platform mindset” and take a holistic approach to modernization with platform-as-a-service (PaaS)...
  • September 15, 2023
    In this paper, we explore the reasons organizations have yet to reach the expected results from their data and AI strategies. To achieve digital leadership, executives need a one-path, two-track approach to refresh their data strategy while pursuing select proofs of concepts to achieve their AI aspirations. Download viewpoint here .
  • September 12, 2023
    Availability of a convenient branch location is a top-5 reason for choosing a primary financial institution, and the No. 1 reason for selecting a secondary one. If you aren’t open convenient hours, you could lose your customers to a competitor who is. But how do you keep current on what your competitors are doing across your markets? Are they increasing or decreasing hours? How can you easily get...
  • September 7, 2023
    With today’s skittish financial climate, consumers are saving less, moving money more, and leaving banks looking for new and stable revenue streams. So how can financial institutions not only keep customers, but keep them engaged with their banks? Financial wellness and identity protection solutions are proven to garner interest, engage customers and keep them around for over a year. Learn what...
  • September 6, 2023
    nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today announced enhancements to its Small Business Banking Solution. The updates allow for relevant data to be captured as a part of the loan origination workflow across a financial institution’s portfolio and subsequently exported for Dodd-Frank 1071 compliance. Read more here .
  • August 14, 2023
    The crisis stemming from the Covid-19 pandemic has created significant volatility and uncertainty in the real estate market. At least 30% of Americans with home loans — about 15 million households — could stop paying if the U.S. economy remains closed through the summer of 2020 and beyond. To effectively mitigate this risk, lenders should proactively evaluate processes and technology and...
  • August 10, 2023
    Learn how you can boost deposits, strengthen existing relationships and provide seamless and secure digital experiences Access E-Book here .