White Papers
March 2, 2021Your employees and customers don’t talk about their student loan debt, nor share how their loans are impacting everyday financial choices. Our recent white paper and survey findings from nearly 10,000 respondents highlights the impact of student loan debt on average Americans. Get the insight and data you need to fully understand the situation. Our white paper shares: Research on the state of...
February 24, 2021In this survey of over 1,200 branch banking employees, explore current digital transformation trends in branch scheduling processes, execution and efficiency, and communications. Learn why today’s branch banking employees are placing higher value on: Streamlining administrative tasks and communication Automating and optimizing labor forecasting/scheduling processes Improving customer engagement...
February 22, 2021With constantly changing global reforms, the US is discovering a radically new regulatory landscape when it comes to customer complaints. This evolving environment has provided challenges for the financial services industry in particular, with new legal and regulatory changes such as CCPA coming into force last year. The addition of increased competition, ever-changing risk and heightened...
February 11, 2021How should companies new to collections get started? In this webinar, Jan Hansson (Vice President Debt Collection, Klarna) shares his insights as a veteran of the debt collections space. Jan speaks with Ohad Samet (Co-founder and CEO, TrueAccord) about Klarna’s journey into digital debt collection. They discuss the transformational impact that digital collections have delivered for Klarna,...
Digital Innovation & Mobile Banking, Deposits & Payments, Marketing, Communications & Consumer ExperienceFebruary 4, 2021Customers are moving to digital channels faster than they have in the past. Online banking use has risen by 23%, and mobile banking use is up by 30%. These changes are likely to be permanent, accelerating the migration to digital channels by three to four years over precrisis trends. As customers move online, banks’ position at the intersection of the customer and financial services is coming...
February 1, 2021Looking beyond a challenging 2020, U.S. banks are poised for significant growth cycle in 2021. RSM’s Financial Industry Analyst, Brandon Koeser, outlines many of the key factors that will positively contribute to this growth in the banking sector in 2021, and shares RSM’s view on how banks are leaving 2020 behind and are well positioned to capitalize on increased momentum in 2021 to help drive...
January 25, 2021Join Salesforce and NYU as we discuss how we can root out racial bias in the mortgage and lending industry. Access webinar here
January 20, 2021Being there for your customers and pursuing your business goals go hand-in-hand during times of rapid change. In this white paper, learn how to: pursue growth by responding strategically to opportunity; adopt an agile decision-making process; reimagine office life; adapt to your customer’s changing needs; and create lasting impact through community service. Download white paper here
January 11, 2021For Banks, the process of onboarding a new customer can be complex, costly and consequential. A deep discovery will often lead you to a root cause of disconnected process, patch-worked technology and many personas interested in differing areas of the process. This can slow down and negatively impact the customer experience. Learn how to optimize customer onboarding in order to connect customer...
Digital Innovation & Mobile Banking, Deposits & Payments, Marketing, Communications & Consumer ExperienceJanuary 6, 2021As the vaccine continues to roll out, given the advantages of digital banking and the shortcomings of branch banking, there is an elephant in the room that must be addressed: why keep the branch around at all? Is it only a matter of time before the federal regulations that currently make it difficult to close branches loosen up and enable banks to do away with in-person banking once and for all?...
