Chief Product Officer and Head of Customer Experience and Digital for Chase, Allison Beer, stated in a recent article that personalization is one of the top primary trends for 2021 in banking, among automation and [...]
So, your customer finds a banking product or service they think might be a good fit for them on your bank’s website, but they are not sure. They have read the information that is [...]
Online Account Opening (OAO) has been increasingly important to banks as they transitioned to a more digital banking environment. Since Covid-19 has accelerated the move toward digital banking, effective OAO is now critical for a [...]
Only 24% of current credit union members see their credit union as their primary financial institution. Want to change that? Here’s the first in a three-part series to make inroads to being your members’ [...]
Integrating a second fintech solution meant wish granted for Royal Credit Union Chatbots are an increasingly popular credit union tool. They are a cost-effective, member-friendly way to provide access to transactional and static information 24/[...]
Small businesses are often characterized as too small and too simple to want, need or understand the potential benefits of Treasury Management™ products applied to their business. However, the pandemic has caused many small businesses [...]
Financial wellbeing is more than just the latest feel-good financial services buzzword. It’s a prescription for addressing your banking customers’ essential economic concerns in order to look after their long-term financial wellness – and increase [...]
Thank you for tuning in to episode 7 of The CUInsight Network, with your host, Randy Smith, Co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who [...]
For banking customers, financial decisions are not routine transactions – they are often life-impacting choices riddled with uncertainty. Making the wrong choice can create stress, generate unexpected fees and lead to annoyance or dissatisfaction. If you’[...]
A recent study conducted by fintech banking platform, Oxygen, found that despite the many restrictions imposed by the pandemic, almost seven in ten Americans (69%) overall had visited a bank branch in the past 12 [...]
Everything and everybody has changed since COVID-19 upended our entire world over a year ago. Customer’s financial circumstances are different than pre-pandemic. Some have saved more than ever before. Others have reduced or lost [...]
It takes tenacity, perseverance, and agility for women to thrive in the highly competitive fintech industry. And that is precisely how the founders of Ignite Sales, Julie Hamrick and Barbie Boe, are succeeding in the [...]
The closed branch lobbies and shelter-in-place directives of this past year put every credit union’s digital transformation efforts on hyperdrive and drove member trial of digital services. A 2020 study from nonprofit BAI found [...]
While cross-selling isn’t a term credit unions use too often, isn’t that what is happening when members ask for one thing and get offered another? In order for members and small businesses to [...]
Prior to the pandemic, the future of banking seemed clear. Digital would eventually lead the way, but for traditional banking many customers continued to prefer the branch experience. Whatever changes banks could expect in the [...]
