Marketing, Communications & Consumer Experience
November 12, 2020 - 2:00PM
Many financial institutions (FIs) are considering artificial intelligence (AI) beyond the abstract and are discovering the practical and profitable use cases for emerging cognitive technologies. As AI becomes demystified and valuable use cases emerge, FIs are coming around to the idea of adopting these technologies across a wide range of key business functions. But what does it look like to...
Digital platform conversions are high-impact change events that pose short-term challenges with long-term consequences. When thrust into new processes, private wealth, small business and commercial clients may be slow to adopt the new system, fail to fully use the technology or use it incorrectly. When managed effectively – by putting the customer experience at the center of the conversion...
Work environments and job functions are rapidly changing as the financial services industry learns more about working differently under COVID-19. With the demand for digital services skyrocketing, physical offices aren't as necessary as they once were. Having a strategy for your business sites is critical to efficiencies and resources. Decisions on which sites to keep and which sites to exit are...
October 15, 2020 - 2:00PM
September 23, 2020 - 2:00PM
September 17, 2020 - 2:00PM
This whitepaper from Delvinia and Phase 5 is based on a joint study that identified and measured the critical factors that drive loyalty by surveying small business owners (SBOs) about their perceptions of their bank when it comes to innovation, user experience (UX), customer experience (CX) and customer centricity. This was an online survey of 650 small business owners in Canada and the United...
Prompted by consumer demand and the coronavirus, banks are increasing their investment in digital banking options like never before. Banks must be sure that the security measures they adopt don’t add friction and actually help foster the streamlined, effortless, and efficient experience expected from the online sphere. In this guide, you’ll discover: Challenges and opportunities for secure...